Automatically populate time into the Charge

[Product User]

We noticed that after closing a ticket – the Charge time fields did NOT pull the time frame from the originally estimated time indicated when the ticket was first created. How can we have the time spent for the ticket automatically populated so we do not need to retype it?



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[Product User]

Re: Automatically populate time into the Charge

Each Ticket can contain several Charges which log all the work performed and parts used. This may include several on-site visits, parts and other expenses which were used in order to handle the ticket, so automatically setting the "estimated time" of the Ticket as the Charge time is not always practical (the "estimated time" is used when dispatching the Ticket - the Appointment time frame is set according to this field).

What you can do, is Charge Labor Items according to the scheduled Appointment rather than according to the Ticket itself. After you dispatch the Ticket for on-site appointments, you can right-click the Appointment and select Charge Appointment. This will open a new Charge window, with the Account, Ticket Contract and time frame already automatically copied from the Appointment, and you just need to set the Item to be used for this Charge.

Eitan