HITS allows users to create a Follow-Up Ticket during the ticket closing process. This can be used for courtesy reminders, scheduled service, or future customer contact.

This feature is available whether you choose Close & Print or Close Only.

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How It Works

When closing a ticket, check the Create Follow-Up Ticket option.

This opens the Create Follow Up Ticket window:

• Leave the Ticket # blank (it will auto-assign)
• Set a Follow Up Date
• Choose to calculate the date:
  • By Days Old
  • By Date

Once created, the system generates a new follow-up ticket as a Quote with a comment referencing the original invoice.

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Important Notes

You can set this as a default option during the closing process via the Administration & Utilities View in View/Edit Default Settings > Invoice View/Edit > Create New Follow-Up ticket > YES.

Printing is not required — this works with both Close Only and Close & Print

The follow-up ticket number is automatically assigned

The follow-up date can be set manually or calculated by days

A courtesy follow-up comment is automatically added for reference