Services¶ Project Tasks Create Project’s Tasks from an Email Alias Set up an incoming email server Configure the email alias in your project Timesheets Overview Create Timesheets upon Time Off Validation Field Service Onsite interventions planning From a sales order From helpdesk tickets Configure the helpdesk team User default warehouse Configuration For your profile For all users Use in field service tasks Helpdesk Overview Getting Started Set up teams Team’s productivity and visibility Set up stages and share it among teams Service level agreements (SLAs) Create SLA policy Define SLA policy criteria Establish an SLA policy target Meet SLA deadlines Analyze SLA performance Pivot view Graph view Start Receiving Tickets Channels options to submit tickets Email Alias Website Form Live Chat Prioritize tickets Reports for a Better Support Cases Save filters Forum and eLearning Forum Set up eLearning Set up Ratings Set up Ratings visible on the customer portal Advanced After Sales Features Set up the after sales services Generate credit notes from tickets Allow product returns from tickets Grant coupons from tickets Repairs from tickets Plan onsite interventions from tickets Allow customers to close their tickets Enable ticket closing Get reports on tickets closed by customers Track and bill time Track and bill time features configuration Enable track and bill time on a team Configure service products Invoice prepaid support services Create prepaid product sales order Create/send invoice for prepaid services Create helpdesk ticket for prepaid services Track hours on helpdesk ticket Invoice post-paid support services Create time-tracked product sales order Create a helpdesk ticket for time-tracked services Track support hours on a ticket Create invoice for hours tracked on a ticket Edit on GitHub
