Documentation Series

Learn About VISP App Dashboard

Ticket Types

For UBO or desktop (Java) version, refer to this link.

Creating templates for common types of service calls can streamline the time it takes to create and resolve tickets for your subscribers.

Ticket Types - Visp App Documentation

Here’s how to add a new Ticket Type:

  • Go to Main Menu > CRM > Ticket Types.
  • Click the “Add New Template” button.

Ticket Types - Visp App Documentation

  • Add the label or title of the ticket.
  • Enter a summary for the ticket template.
  • Enter notes, a brief description or instructions.The body of the ticket template may contain notes, instructions or fields which your installers, technicians or even subscribers can fill out.
  • Use the insert button to insert codes or fields that can be  added to the template. The merge codes are auto-populated with subscriber information.

Ticket Types - Visp App Documentation

  • Set a time limit for the ticket or service. For the technicians or installers, you can limit the number of hours or minutes they spend completing the ticket’s service.
  • Ticket Update Requirements. Set the conditions before a ticket can be updated, closed or resolved.
  • Add automatic followers to the ticket. Managers or subscribers can be tagged here so they’re automatically included as the followers of the ticket.
  • Click save to add the new ticket template.

1. Send Service Ticket Emails

To send email notifications or replies to your customers’ service tickets, first enable the Email option in the Messaging Service. Click on the Pencil icon and toggle Enable Email In the Email From Options field, enter an email address following this format:…

2. Ticket Types

For UBO or desktop (Java) version, refer to this link. Creating templates for common types of service calls can streamline the time it takes to create and resolve tickets for your subscribers. Here’s how to add a new Ticket Type: Go to Main Menu > CRM > Ticket Types….

3. Service Desk

t’s no secret: subscribers love customer service that’s fast and efficient. But there’s always that big question of exactly how you can provide excellent customer service without getting frazzled or having to spend a ton. With the Service Desk feature, it’s…

4. Service Desk Tickets

To add tickets to a customer, follow these steps: Click on the plus sign + In the Subscriber field, type the ID or name, email, or phone number of the customer. Alternatively, you can go to the subscriber’s list Select a subscriber. Click on the plus sign + in the…

5. Add or Edit Ticket Types

To add or edit the Ticket Types or templates added in VISP Go to the menu. Click on CRM tab. Go to Ticket Types Select a Ticket Type or Click on Add to create a new one. Add a label in the Ticket Type field. Setting up Your Ticket Type Add a summary. Once the CRM…

6. Sections of the Service Desk: List, Calendar, Kanban

Open the Service Desk 1. Click on Service Desk How to Sort and Organize Your Tickets? 2. Select List 3. Click on All Technicians. 4. Use the dropdown to select the technician and view that technician’s ticket list. 5. Use the status buttons to sort tickets based on…

7. Display Coverage Maps

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