To Go report
Security and navigation
SECURITY Ticket access
NAVIGATION Ticket page > Tools > To Go Report
NAVIGATION Any ticket table > context menu > View > To Go Report
Tickets allow you to print a To Go Report that shows the customer address and contact, the ticket title and description, and lists the last five tickets for the customer.
It also provides a signature line for your customer to acknowledge and approve work performed and parts that were used. If your Autotask administrator has uploaded a logo, your logo will appear on the report.
How to...
Print a To Go report
- To open the page, use the path(s) in the Security and navigation section above. The To Go Report page will open:
- Click
to print the report and take it to the customer site. - Track any parts used, as well as your time and labor on the space provided.
- If required, have the customer acknowledge and approve the work performed.
- When you are back in the office, enter your time and materials into Autotask.
