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Headcontractor - Tickets Onboarding

A step-by-step guide for setting up your company’s tickets portal

Heath Lawther avatar
Written by Heath Lawther
Updated this week

The Visibuild Tickets Module facilitates streamlined and effective management of the Post Completion stage, by allowing non-Visibuild users to directly raise defects and warranty claims, which can then be administered in your company tickets portal.

This article is a basic step-by-step guide/overview for setting up your company’s tickets portal; each step contains links to dedicated articles with further in-depth and supplementary information.

STEP 1: Activate Tickets for your Projects

Company admins have the ability to activate tickets for multiple projects from the company setup page:

Project admins can turn on tickets for their project within their individual project setup tab.

STEP 2: Configure Tickets Locations

In your projects, you should select and import specific locations from your location tree into the ticket portal. Ensuring customers who want to create a ticket only see relevant areas, such as rooms or apartments.

STEP 3: Customise Email Notifications

Configure the email settings within your project so that the correct people are notified about ticket creation, and customer responses within the issues comment section.

You can configure both company wide notifications, as well as project specific notifications

STEP 4: Distribute Ticket Links

Project admins have the ability to distribute a link or a QR code which provides access to the tickets portal for your individual projects.

Contractors can also download a link or QR code for their whole company, which will present customers multiple projects to choose from when they enter into the portal.

In the interests of streamlining the handover process, Visibuild also offers an inclusion document, that can be included in the Building Manual, providing instructions for the end user on how to use the portal. You can find the inclusion document here

NEXT STEPS:

Now that tickets have been setup for your project, use the following articles to learn how to view and manage your tickets once they have been created:

Learn:

  • Definitions

  • How to create tickets from the web

  • Triaging tickets

  • Tickets notifications

Learn:

  • How to distribute portal link/QR Code

  • How to create tickets using the link/QR Code

Learn:

  • Linking tickets to defects whilst opening the ticket

  • Creating additional linked Visis

Learn:

  • How to Use filters, searching, and sorting in the Tickets Table

  • How to export your tickets to CSV

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