Describes how to access, view, and edit the details of a ticket in Texada Web.
Type
How to
Audience
Texada Web Counter
Products
Texada Web
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 Texada Web and Texada Mobile”.
Before You Begin
Required: Internet connection; valid Texada Web 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:
- In the Texada Web menu bar, do one of the following:
- Navigate to Tickets > Pickup to view the list of tickets for equipment that is ready for pickup from your customer
- Navigate to Tickets > Delivery to view the list of tickets for equipment that is ready for delivery to your customer
- 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
- Click the ticket you need to view the details of
The ticket details page opens in the main area - In the GENERAL INFO panel, under Origin Address, do the following to view the current location for the ticket
- Click the pin icon
The map opens in Google maps
- Click the pin icon
- In the GENERAL INFO panel, under Destination Address, do the following to view the destination for the ticket
- Click the pin icon
The map opens in Google maps
- Click the pin icon
- 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 timeon the calendar to select the scheduled time
- Optional: Use the Driver drop-down to add a driver to a ticket
- Optional: In the Priority section, do one of the following to set the priority level of the ticket:
- Click Low to set the priority level as low
- Click Moderate to set the priority level as medium
- 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 - Optional: In the COMMENTS section, to add a comment to a ticket, such as where to drop off an asset, do the following:
- Click Add Comment
The Comments panel is updated - Type the comment in the Enter your comment here... field
- Click Save Comment
The comment is added to the ticket - Optional: Click Show Oldest First to show the oldest comments at the top of the list, and the newest comments at the bottom
- Click Add Comment
- Optional: Click the PHOTO section to view any photos associated with the ticket
- 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
- Optional: Use the ASSETS section to view information about the item that is being delivered
- When you are finished updating the ticket, click Save
The ticket is updated
Related Articles
- About Texada Web and Texada Mobile
- About Tickets in Texada Web and Texada Mobile
- About Ticket Statuses in Texada Web and Texada Mobile
- Create a Task Ticket in Texada Web
- Search for a Ticket in Texada Web
- Use the Map to Search for Work Orders, Tickets, and Drivers in Texada Web
- Assign a Ticket to a Driver in Texada Web
- Schedule a Ticket in Texada Web
- Close or Cancel a Task Ticket in Texada Web
- Close or Cancel a Pickup or Delivery Ticket in Texada Web