---
title: "How To Guide: Customer - Service Tab"
url: "https://help.psarev.io/en/article/how-to-guide-customer-service-tab"
language: "en"
last_updated: "2025-10-30T14:02:12.661Z"
---

# How To Guide: Customer - Service Tab

1. Introduction

![1](https://export.supademo.com/renders/qy5vm1w7fi/out.png)

2. From the customer account, select the **Service** tab at the top.

![2](https://export.supademo.com/renders/9xrz3lirym/out.png)

3. Then select the **Tickets** tab.

![3](https://export.supademo.com/renders/3hk885q05d/out.png)

4. This screen will display all tickets related to this customer account.

![4](https://export.supademo.com/renders/0py3n2ago5/out.png)

5. To *view* a ticket, simply click on that ticket ID. To edit the ticket, click the ellipsis icon on the right side and select **Edit**.

![5](https://export.supademo.com/renders/44uxx0qcan/out.png)

6. You have the same **Filter** button here to assist in finding tickets.

![6](https://export.supademo.com/renders/uj7eb5hj3v/out.png)

7. Clicking the **New Ticket** button will allow you to create a new ticket on the customer account.

There is more detailed training on tickets available in the Ticket playlist in the *Video Training Library* found in the Help Center if you would like more information.

![7](https://export.supademo.com/renders/kl8p847ikj/out.png)

8. Moving to the **Calendar Items** tab, you'll see any calendar appointments related to this customer.

![8](https://export.supademo.com/renders/wugpkchive/out.png)

9. All calendar items will display in the grid, which has the **Filter** button if you need it.

Clicking the ellipsis icon to the right of an item will allow you to **View**, **Edit**, **Mark** **Complete**, or **Delete** the item.

Past due items will display an exclamation mark icon, indicating they are overdue.

![9](https://export.supademo.com/renders/k42szkxf3e/out.png)

10. Clicking the **New Calendar Item** button will redirect you to the **Calendar** page, allowing you to schedule an appointment for the customer from there.

In addition to appointments created on the **Calendar** screen, any calendar items created on the **Tasks** tab of a ticket will also display on this screen.

![10](https://export.supademo.com/renders/3uhqhjmdsx/out.png)

11. Clicking on the **Assets** tab will display any items tracked as assets on this customer account.

![11](https://export.supademo.com/renders/oqxpg1ftdq/out.png)

12. Clicking anywhere on the asset row will allow you to view the detail of that asset. Clicking the ellipsis icon on the right of an asset will allow you to **View**, **Edit**, or **Set** **to Inactive**.

![12](https://export.supademo.com/renders/28h4fjq8m0/out.png)

13. Clicking the **Contracts** tab will display any recurring services on this account, regardless of the status.

*NOTE: The currently displayed Contracts and Recurring Services tabs are set to be combined into one single tab called **Services** in the near future.*

*Currently, for any clients who subscribe to Rev.io Billing, the services created on that platform are temporarily displaying in PSA on the Recurring Services tab.*

![13](https://export.supademo.com/renders/aftdbtfedg/out.png)

14. You can see all the recurring services associated with this customer account.

![14](https://export.supademo.com/renders/5u58obtpib/out.png)

15. To **View** a service and its details, click anywhere on that row, or use the ellipsis icon on the right side of the row to **Edit** or **View**.

![15](https://export.supademo.com/renders/ki3iqr6elu/out.png)

16. When *viewing* a contract, the **Contract Rates** tab displays all the products and services that are billed to the customer on a regular basis.

![16](https://export.supademo.com/renders/cm2cm411ce/out.png)

17. You can **Search** and **Arrange** the grid fields as on other screens. This view displays the *price*, *cost*, *quantity,* and other information about the recurring billable items.

![17](https://export.supademo.com/renders/rv0khwt7we/out.png)

18. Back on the Contracts tab, if you wish to create a new contract on the account without going through the quoting process available on the Opportunities tab on a customer account, click the **New Contract** button on this screen.

There is a separate *Quoting* training video available that will cover everything you need to know about the **Opportunities** section and quoting.

![18](https://export.supademo.com/renders/q8pfui7pz1/out.png)