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  3. Edit or View the Details of Something

Edit the Details of a Ticket in the FleetLogic Web Application

Describes how to access, view, and edit the details of a ticket in the FleetLogic web application.

Type

How to

Audience

FleetLogic Counter

Products

FleetLogic web application

Context

View a ticket’s details to learn more about it or to make an update to the information contained within the ticket. You can view what customer a ticket is related to; what the status of the ticket is; whether the piece of equipment was successfully delivered; where the pickup, yard, and dropoff address is; photos of the equipment; and any electronic signatures. In the ticket details, you can add comments, set the pickup or dropoff address, select a driver, or set the ticket priority. 

 

Note: You cannot edit the details of a ticket in the Completed or Closed status. For more information on ticket statuses, see: “About Ticket Statuses in Fleetlogic”.

Before You Begin

Required: Internet connection; valid FleetLogic login credentials and access permissions; existing ticket

Optional: Mobile device with an internet connection

 

Steps

To edit the details of a ticket, do the following:

  1. In the FleetLogic menu bar, do one of the following:
    1. Navigate to Tickets > Pickup to view the list of tickets for equipment that is ready for pickup from your customer
    2. Navigate to Tickets > Delivery to view the list of tickets for equipment that is ready for delivery to your customer
    3. Navigate to Tickets > Task to view the list of tickets for equipment that needs to be moved from one of your customer’s site to another of their sites
    The list of existing tickets opens
  2. Click the ticket you need to view the details of
    The ticket details page opens in the main area
  3. In the GENERAL INFO panel, under Origin Address, do the following to view the current location for the ticket
    1. Click the pin icon
      The map opens in Google maps
  4. In the GENERAL INFO panel, under Destination Address, do the following to view the destination for the ticket
    1. Click the pin icon
      The map opens in Google maps
  5. Optional: To update the scheduled date for the ticket to be completed, under Scheduled, click date and use the calendar field to set the scheduled date

    Note: Click time on the calendar to select the scheduled time


  6. Optional: Use the Driver drop-down to add a driver to a ticket 
  7. Optional: In the Priority section, do one of the following to set the priority level of the ticket:
    1. Click Low to set the priority level as low
    2. Click Moderate to set the priority level as medium
    3. Click Critical to set the priority level as high

    Note: Setting the priority level has no effect on a ticket other than to set the priority level in the list of tickets, enabling you to filter the tickets by priority level 
  8. Optional: In the COMMENTS section, to add a comment to a ticket, such as where to drop off an asset, do the following:
    1. Click Add Comment
      The Comments panel is updated
    2. Type the comment in the Enter your comment here... field
    3. Click Save Comment
      The comment is added to the ticket
    4. Optional: Click Show Oldest First to show the oldest comments at the top of the list, and the newest comments at the bottom
  9. Optional: Click the PHOTO section to view any photos associated with the ticket
  10. Optional: Click the SIGNATURE section to view the electronic signature of the customer that signed off on the ticket as well as the email address and name of that customer
      1. Optional: Use the ASSETS section to view information about the item that is being delivered
      2. When you are finished updating the ticket, click Save
        The ticket is updated

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