1-541-955-6900

success@visp.net

Login

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. Assigning and Unassigning Equipment

Assigning Equipment 1. Using the Equipment Manager Open the Equipment Manager and go to the Inventory tab. Select the equipment profile you’d like to assign. On the equipment profile, search and select the equipment, then click on the “Assign to Subscriber” button….

2. Receive Inventory

Receiving inventory or a new device in VISPrequires an equipment profile. If Equipment profile is already configured, follow the steps below to receive or add new equipment into VISP: Navigate to the Equipment > Hamburger menu > Click Add Inventory In the Add…

3. Add ISP Tower or Site Location

The ISP Tower or Site Location gives you an overview of the Towers/Site that you installed with their corresponding address. Additional features include automatic calculation of revenue per site and accounting for expenses that were set. To add a Site Location or ISP…

4. IRM: Profiles and Metadata

To add a brand new site, tower, or equipment in the Infrastructure Resource Management or the IRM, you must first add a profile or template. These profiles simplify the process of adding new infrastructures and equipment, as well as collecting the metadata that…

5. Equipment Accounting Controls

Manage and control how your equipment is being handled by the software with accounting controls. To enable this feature, go to the Main Menu > Equipment > Equipment Accounting Controls and check the “Enable Equipment Management Features” checkbox. This will…

6. Inventory Locations

The Inventory Location determines where devices are stored or the type of storage that houses your equipment. This can include the warehouse or the storage unit of your suppliers. To add an inventory location, for your equipment inventory, click on the menu. Go to…

7. IRM: Add Infrastructure and Equipment

To add an infrastructure, like a site or tower, a warehouse, or even your technician’s vehicle, go to the infrastructure locations panel and click on the plus sign. Add a name to this infrastructure. Select an Infrastructure profile from the dropdown. Input the…

8. Add a Purchase Order

Before you begin, ensure that the Vendor’s information is added to the profile of the equipment you’re planning to purchase. You can verify by going to the Inventory profile of that equipment. To get there, go to the menu, click on Equipment, and select Inventory…

9. Add a Purchase Order

Before you begin, ensure that the Vendor’s information is added to the profile of the equipment you’re planning to purchase. You can verify by going to the Inventory profile of that equipment. To get there, go to the menu, click on Equipment, and select Inventory…
?