Ticket List View
The Ticket List view displays every ticket in your database, regardless of customer or status. A 'ticket' in Rev.io PSA is the main record that tracks customer requests for service and stores details for the services provided. From the ticket, you can enter work requested, work performed, parts and labor, time logs, and more.
Each field on the Tickets List view is defined below.
Fields shown in the list view can vary based on the data entered for the customer, contact, or ticket creation. If a field is left blank while editing these records, it will not appear on the Ticket List view. Similarly, if a column is hidden using the Arrange columns option, it will not appear in the list view. |
No. | Label | Definition |
1 | Unread | Message icon indicates there is an unread email on the ticket. |
2 | Ticket ID | Numerical identifier for the ticket in your database. |
3 | Description | Description of the work being done for the ticket. |
4 | Customer | Customer for which the ticket was created. |
5 | Status | Status of the ticket. Ticket status options include New, Open, Pending, Closed, and Void. |
6 | Billing Status | Status of whether the ticket has been sent to Rev.io Billing. Billing Status options include Not Sent and Sent. See the Sending Tickets to Billing article for more information. |
7 | Contact | Name of the contact on the customer record for which the ticket was created. |
8 | Tech Assigned | Tech assigned to work the ticket. |
9 | Type | Type of ticket. Type options include Phone Support, Service Call, Installation, and Break/Fix. |
10 | Priority | Level of priority/importance for the ticket. Priority options include High, Medium, and Low. |
11 | Severity | Level of severity/urgency for the ticket. Severity options include Emergency, High, Medium, and Low. |
12 | Created | Date the ticket was created. |
13 | Updated | Date the ticket was last updated. |
These actions are available on the Tickets List view.
- Create a new ticket by clicking the New Ticket button and entering the relevant details. See the Create/Edit Tickets article for more information.
- Search the tickets displayed on this view by selecting a column from the dropdown above the grid and entering text in the Filter tickets field. The list view updates to display records matching your search in the column you selected.
- Filter the tickets displayed on this view by clicking the Filter button above the grid and selecting the Show Closed/Voided Tickets option. The list view hides tickets with either a Closed or Void status by default so you can focus on the tickets that need your attention most. This option shows all tickets in the list view, regardless of their status.
- Filter the tickets displayed on this view by clicking the Filter button above the grid and selecting the Show My Tickets option. This option hides tickets that are not assigned to you so you can focus on the tickets that need your attention.
- Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
- Sort the results in the table by clicking the column label in the table header.
- View more details for the ticket by clicking the link in the Ticket ID column. See the View Ticket Details article for more information.
- Edit the ticket by clicking the pencil icon at the end of the row. See the Create/Edit Tickets article for more information.