Helloclient knowledge base
Adding services to a ticket
To fill in the services' handbook you would need to:
  1. Enter the "Settings > Services".
  2. Press the round button "Add a job+" down to the right.
  3. Fill in the information about the works.
  4. Press the "Save" button.
You can also import the works' handbook from a file
  1. Enter the "Settings > Services"
  2. Press the "Import" button up to the right.
  3. Choose the file in .cd-format.
  4. Choose the columns with the values you want to import.
  5. Choose the line to start importing the data from.
  6. "Import".

Pls check our import templates here
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