Customers & Devices
Tracking the people and hardware behind every ticket.
Managing customers
Creating, searching, and linking customer records.
- Creating a customer record
Add a customer from the Directories page or inline from any ticket.
- Linking a customer to a business
One customer can belong to more than one business account.
Tracking devices
Serial numbers, warranty status, and service history.
- Checking warranty status
Warranty status is computed live from the purchase date and warranty length.
- Recording a service history entry
Log what was done to a device directly from a linked ticket.