SAVTICKET: After-sales service tickets

Interventions can be managed individually when they are unrelated to each other.

It is possible to link interventions to projects and tasks, which provides the data needed to analyse activity and therefore the profitability of a project.

However, it is also possible to manage interventions as a group when an operation requires several interventions to be carried out. This is often the case in after-sales services for complex equipment, which require more complex operations than a simple intervention.

This extension allows you to group interventions and manage them under a general ticket.

Configuration is done via the Tools → Application Settings → Extension Settings menu.

This screen allows you to add items concerning the origin, additional status and type of a ticket in the Ticket Settings tab. Right-clicking on one of the combo boxes opens the configurable labels window if you have the necessary privileges. The 1 switch allows you to adjust the display of the widget.

The Additional fields tab allows you to add additional fields for tickets. For combos, clicking on the 1 button opens the window with configurable labels corresponding to the combo in the settings menu.

Access: Activity → After-sales tickets

The ticket list screen allows you to enter new tickets, delete them, and modify them.

The upper part displays the tickets and the lower part displays the actions related to the ticket.

The 1 switch allows you to display only unclosed tickets. The 2 combo box allows you to filter the list by ticket type. The 3 field allows you to search by name, company name, origin, label, or ticket number. The 4 field allows you to change the display period for the ticket list. The 5 button opens the Intervention Schedule screen.

The ticket form displays a ticket that may be linked to an intervention. A ticket can also be linked to a project, a machine, and/or a contract. The type, status, and origin of the ticket can be configured using the configuration screen.

“Interventions” tab

This tab displays the list of interventions linked to the ticket. It also allows you to link new interventions, modify them, and/or delete the link to the ticket.

“Details” tab

“Notes” tab

This tab allows you to add various content related to the ticket. The field can contain text, images, links, and even emojis. The content can be printed or exported in HTML and PDF formats.

“Other” tab

This tab is displayed if there are additional fields defined in the extension settings.

Closed ticket

To close the ticket, simply add a closing date to the ticket form and set the status to Completed, Rejected, or Cancelled. A confirmation message will appear when the ticket is validated. Closing the ticket is also offered when the last ticket intervention is changed to Completed status.

A ticket with closed status cannot be modified.

The closed status of the ticket is indicated by the padlock on the form.

To modify the ticket again, go to the Open ticket menu (right-click on the ticket). The ticket will then revert to “Open” status.

The Widget displays open tickets (shown in red) and closed tickets (shown in green) by month.

The Widget display can be modified via the settings screen.

Version	Date	Description
3.A1.01.02	08/08/25	Migration to A1 format
3.15.46.05	06/23/25	Correction of configurable fields
3.15.46.04	12/12/24	Correction of the link with interventions
3.15.45.02	07/11/24	Correction of the Widget and addition of the possibility to open the ticket table from the widget
3.15.45.01	07/04/24	Correction of ticket deletion
3.15.44.03	05/28/24	Added the widget and the Schedule button
3.15.44.00	04/22/24	First production version
3.15.40.00	02/29/24	First beta version