How to create Service Ticket?

 

Logging a Service Call with AntMyERP

In this video, we’ll tell you how to log a service call efficiently.

When a customer contacts the call center through a call, email or chat then a service ticket needs to be created. To do this, go to Quick Add and click on the Service Ticket icon. A service form will open then you have to enter all relevant service details to log the call. The Requester field is where you select the customer’s name; once selected then their associated devices under the main branch will appear automatically.

If the issue is from another branch then simply select that branch to view its devices. If the same serial number already has a ticket logged then a pop up will notify you.

Next, assign the Coordinator, responsible for tracking ticket closure, and select the Assignee (engineer or vendor) who will attend the call. Vendors appear in the dropdown only if a valid contract or purchase order exists.

You can also use Auto-Assign, where the system detects nearby engineers using GPS and sends notifications to those within 10–25 km. The first to accept gets the ticket.

Add optional details such as due dates, priority, customer reference numbers, and special instructions (like “attend after 6 PM”), which will appear on the engineer’s mobile app.

Once saved, the ticket number is generated, visible under Open Service, along with all relevant details.

That’s how simple it is to log a service call with AntMyERP. Watch the video for more detailed explanation!