Helloclient knowledge base

Tickets

Manage tickets in one place
Transferring the ticket database from an Excel or CSV file
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Learn how to work with tickets
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How to set up your ticket form for your business type
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Statuses are very important components to the system
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How to set up personal filters
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Automatic notifications for clients
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How to delete a ticket and who can do that?
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How to work with deposit (prepayment)
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What is "ticket's deadline" and what is the use of "update" column?
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Tracking ticket events, adding comments and photos
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What if more than 1 executor are working with 1 ticket?
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The customer has not paid for the ticket. How do I close it?
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Adding the spare parts to the ticket from inventory
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How to accept payment and close the ticket
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Comments in the client's receipt or work completion statement
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How to find a ticket
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Data transfer from another software to HelloClient
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It so happens that the service has been performed by a subcontractor and you need a self-cost for those works
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How to issue a ticket refund
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Automatic calculation of change in HelloClient
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How to connect a barcode scanner
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How to use the "Service expense" function in CRM HelloClient
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Efficiently manage all tickets. The tickets table contains information about customers, ticket details, completion status, and deadlines
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