TimelyBill Ticket Management
Learn how to manage ticketing information in TimelyBill.
Welcome to the TimelyBill Training Website, your comprehensive guide to mastering the intricacies of our cutting-edge billing and customer management platform.
In Chapter 1, we delve into the fundamentals with an introduction to Customer Management, providing you with a solid foundation to navigate the system efficiently. As you progress to Chapter 2, you'll explore the nuances of Managing Customers and understanding the various tools and features at your disposal. Chapters 3 and 4 will guide you through managing customer contacts and locations. Moving forward, Chapter 5 introduces the concept of Invoice Groups, offering insights into organizing and optimizing your billing structures. Finally, in Chapter 6, we focus on the critical aspect of Managing Payment Methods, empowering you to handle financial transactions seamlessly.
Let this training be your roadmap to unlocking the full potential of TimelyBill and enhancing your proficiency in customer management and billing operations.
Ticketing Configuration & Management
TICKETING CONFIGURATION
Assignable Queues (Video)
Assignable Queues - Key Takeaways
Ticket Categories (Video)
Ticket Categories - Key Takeaways
Custom Ticketing Fields (Video)
Custom Ticketing Fields - Key Takeaways
Ticket Note Templates (Video)
Ticket Note Templates - Key Takeaways
Outbound Ticket Email (Video)
Outbound Ticket Emails - Key Takeaways
Ticket Priorities (Video)
Ticket Priorities - Key Takeaways
Ticket Statuses (Video)
Ticket Statuses - Key Takeaways
View Fields Service / Customer (Video)
View Fields - Key Takeaways
Ticket Note Categories (Video)
Ticket Note Categories - Key Takeaways
Inbound Ticket Emails - Key Takeaways
TICKET CONFIGURATION - Quiz
Managing Tickets
Managing Customer Tickets (Video)
Managing Tickets - Key Takeaways
Managing Tickets - Quiz