Tudodesk centers around tickets. If you have been following along in this series you will have already created your first support ticket, learnt how to use messaging, automation's and canned responses to resolve it.

Tudodesk has many modules (in fact we are adding more all the time) that all derive from the ticket. Here's just a few of them below:

  • Support
  • Leads and sales inquiries
  • Estimates
  • Invoices
  • Shipping notes
  • Job sheets

All though they are all tickets, we refer to some of them as documents. Can you see which ones they are? 

As a rule of thumb tickets are requested by customers and documents are created by agents to service the fulfillment of a customer.

Tickets:

  • Support
  • Leads and sales inquiries

Documents:

  • Estimates
  • Invoices
  • Shipping notes
  • Job sheets

Whilst we refer to some types of tickets as documents they function much the same as tickets, and the process of resolving is similar. 

To get a good understanding of how to resolve and manage tickets (and documents) follow our series below.

Next

Getting started with Tickets

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