Basics of Service Tickets

The Service Tickets module in Contractor Foreman is designed for companies that provide handyman or small repair services. It’s a simple but powerful tool to manage short, task-based jobs that don’t necessarily need a full project to be created.

For example, service tickets are often used for:

• A roofer fixing a leak.
• A waterproofer repairing a crack.
• A plumber replacing a faucet or installing a small panel.
• An electrician troubleshooting or adding an outlet.
• A handyman taking care of minor repairs for a homeowner.

Unlike projects, service tickets don’t require complex setup. All you need is a customer or a lead in your system, and you’re ready to create one.

Why use Service Tickets?

Service tickets are important because they:

• Let you keep track of one-off or smaller jobs without creating a full project.
• Provide clear statuses (scheduled, in progress, completed, follow-up) so you always know what’s happening.
• Allow you to attach pictures, and labor hours directly from the job site.
• Give you the ability to generate an invoice immediately after the work is completed, speeding up your cash flow.
• The dashboard includes a map location view to see active or scheduled service tickets, making it easier to plan your day or dispatch crews.
• Offer a clock-in option for tracking hours spent on a ticket. While these hours don’t automatically sync into the invoice, they can be entered manually.

Typical Workflow

1. Create the Service Ticket – Add customer/lead information, job details, and schedule.
2. Perform the Work – Collect all job site information (photos, notes, materials, labor hours).
3. Close & Invoice – Mark the ticket as completed, and generate an invoice directly from the service ticket.

Service tickets are especially useful for specialty trades and handyman-type work where jobs are quick, frequent, and tied directly to customers rather than large-scale projects. They help keep all records, what was done, when it was done, who did it, and how much it cost, in one organized place.

How to Create a Service Ticket?

Creating a Service Ticket in Contractor Foreman is quick and straightforward:

• Go to the Service Tickets Dashboard – From the main menu, head over to the Service Tickets module.
• Click on the “+ Service Ticket” Button – Located at the top-right corner of the screen.
• Fill in the Required Information in the pop-up window:
  • Customer → Select an existing customer or lead (mandatory).
  • Title → Give your service ticket a clear name (mandatory)
• Click Create Service Ticket – This will take you to the Service Ticket Record.

Inside the Service Ticket Record

Once created, you can add more details such as:

• Service Date & Time → When the work is scheduled.
• Urgency Level → Choose from low, medium, or high.
• Contract # → If applicable.
• Invoice To → Useful when billing a different contact than the main customer.
• Description of Service → Typically a customer’s request, outlining what needs to be done.
• Service Technician(s) → Assign one or multiple team members.
  • Note: When assigned, the technician will also be reflected in the Crew Schedule.

How do I Add Items to a Service Ticket?

Adding items to a Service Ticket is an essential step to ensure that all labor, materials, and other costs are accurately tracked and seamlessly transferred to the customer invoice later on. This helps keep your workflow organized and eliminates double data entry.

Step 1: Open the Service Ticket

1. Go to the Service Tickets module from the main menu.

2. Open the specific Service Ticket you want to add items to.

Step 2: Go to the “Service” Tab

• On the left panel, click on the Service tab.

• Here you’ll see the section where you can manage and add all billable or trackable items related to this ticket.

Step 3: Add Items

You have two ways to add items to your Service Ticket:

• Manually — Click the “+ Add Item” button and fill in the details (Item Name, Cost Code, Qty, Unit, Unit Cost, etc.).

• From Cost Items Database — Select from your company’s predefined list of cost items to save time and ensure consistency.

Adding items here works just like in other modules, such as Estimates or Invoices, so the process should feel familiar.

Step 4: Why This Is Important

Any items you add under the Service tab will automatically transfer to the invoice once you generate it from the Service Ticket.

This streamlines your invoicing process
Keeps your cost tracking consistent
Reduces manual re-entry errors

Quick Note:

Adding items during the Service Ticket stage allows technicians, project managers, or admins to capture all costs in real time—so when it’s time to invoice, everything is ready to go without extra steps.Notifications and Automations

Contractor Foreman helps you keep clear communication by triggering notifications such as:

• Informing the technician when they’ve been assigned.
• Notifying the customer when the technician is en route, when work begins, and when it’s completed.
• Setting up a follow-up task or directly creating an invoice once the job is finished.

That’s it! In just a few steps, you’ve created a Service Ticket, assigned your technicians, and set up a workflow that keeps everyone in the loop, your team and your customer.