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Worksheet

Service-ticket lifecycle diagram

A diagram traces one job from customer request through technician assignment, on-site evidence capture and closure, then forward to the invoice or a linked repeat visit. Adapt it to your trade.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Field-Service Management Software for Service Businesses”, www.gullysystem.com/blog/field-service-management-software-for-service-businesses