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Tickets ​

Field service: dispatch, check-in, service notes, parts, ERP/POS return linking.

Notes ​

  • Onsite tickets usually require check-in + service note before close.
  • Parts consume warehouse stock.
  • Linked returns must belong to the same client.

Troubleshooting ​

IssueFix
“Check in first”Complete engineer check-in
Return not foundVerify ERP return / POS refund id
Engineer pool emptyCheck dispatch target & role menus

Changelog

CRM · ERP · POS · Approvals · Finance sync · AI