Ticket lifecycle
In Progress
A technician is actively working the ticket. SLA response timer stops when the first reply is sent.
Waiting on Customer
The technician has replied and is awaiting a customer response. SLA resolution timer pauses in this state.
Escalated
Ticket has been escalated to a senior technician or team lead due to complexity or SLA risk.
Resolved
The issue is fixed. The ticket auto-closes after 24 hours if the customer does not reopen it.
Resolved and Closed tickets display with muted status badges to visually distinguish them from active work.
Creating tickets
Tickets can be created through five channels:| Channel | How it works |
|---|---|
| Manual | Technician creates a ticket from the PSA dashboard |
| Email inbound | Emails sent to your support address automatically create tickets |
| Portal | Customers submit tickets through the branded support portal |
| Live chat | Chat conversations convert to tickets when the session ends |
| SMS | Inbound SMS messages create tickets (requires phone number configuration) |
Ticket detail page
Each ticket includes:- Replies — Threaded conversation between technician and customer
- Internal notes — Private notes visible only to your team
- Time entries — Logged time with billable/non-billable designation
- SLA badge — Real-time SLA status (On Track, At Risk, Breached, Met)
- AI draft — AI-generated reply suggestion based on ticket context and knowledge base articles
Board view vs list view
- Board view
- List view
Kanban-style columns organized by ticket status. Drag tickets between columns to update status. Best for visual triage and daily standups.