Services¶ Project Tasks Create Project’s Tasks from an Email Alias Set up an incoming email server Configure the email alias in your project Timesheets Overview Create Timesheets upon Time Off Validation Field Service Sales Create onsite interventions from sales orders Configure a product Helpdesk Plan onsite interventions from helpdesk tickets Configure the helpdesk team Helpdesk Overview Getting Started Set up teams Team’s productivity and visibility Set up stages and share it among teams Service Level Agreements (SLA) Create your policies SLA Analysis Start Receiving Tickets Channels options to submit tickets Email Alias Website Form Live Chat Prioritize tickets Reports for a Better Support Cases Save filters Forum and eLearning Forum Set up eLearning Set up Ratings Set up Ratings visible on the customer portal Timesheet and Invoice Invoice Time Spent on Tickets (Prepaid Support Services) Set up Step 1: Set up a helpdesk team Step 2: Set up a service Prevision an invoice and record time Step 1: Place an order Step 2: Invoice the customer Step 3: Link the task to the ticket Step 4: Record the time spent Invoice Time Spent on Tickets (Postpaid Support Services) Configuration Create a sales order Record a timesheet Link the Helpdesk ticket to the SO Modify billing rates Create the invoice Advanced After Sales Features Set up the after sales services Generate credit notes from tickets Allow product returns from tickets Grant coupons from tickets Repairs from tickets Plan onsite interventions from tickets Allow Customers to Close their Tickets Configure the feature The Costumer Portal Get reports on tickets closed by costumers
