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Creating a ticket records a service event — a callback, maintenance visit, inspection, or other work — against a property and the lifts that were serviced. Use this article to add a ticket by hand.
Creating tickets is limited to the consultant role.

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Open the Add Ticket form

1

Start an upload

Select Upload Document, then choose Add Manually.
2

Choose Ticket

Pick Ticket from the list. The Add Ticket dialog opens.

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Fill in the ticket

The form has a General section and a Ticket section.

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General

  • Property — the property where service was performed. Choosing a property determines which lifts and invoices you can select.
  • Invoice # — optional. Link the ticket to an existing invoice. This field is available only after you select a property, and it lists invoices for that property.
  • Service Provider — the provider who did the work. Required. If you linked an invoice, the choices are narrowed to that invoice’s provider.

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Ticket

  • Ticket Number — the ticket’s identifier (up to 20 characters).
  • Entry Type — the kind of service. See Understand the ticket types. Your choice changes the remaining fields.
  • Problem Type and Problem Description — shown for callback types (Regular, Emergency/Entrapment, Deferred).
  • Corrective Action / Work Performed — what was done. The label is Corrective Action for callbacks and Work Performed for scheduled work.
  • The cars-serviced field — select one or more lifts. The options come from the property you chose.
  • Time fields — for callbacks, Call Time, Response Time, and Resolution Time; for scheduled work, Arrival Time and Departure Time.
  • Time on Site and Travel Time — optional regular and overtime hours.
  • Notes — optional free text.
Required fields differ by type. Callbacks require a problem description; every ticket requires the work/corrective-action field, a service provider, and a property. Any lift you add under cars serviced must belong to the chosen property. The departure/resolution time must be after the arrival/response time, and times cannot be in the future. See Edit a ticket and its fields for the full rules.

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Save

Select Save. Lift AI validates the form and shows an inline error if anything is missing or invalid. On success, the new ticket appears in the Tickets table and is reflected in the related performance numbers.
To attach the source document — a service report or work order — see Add attachments to a ticket.