What's in this article:

App Description

The NextTicket app Manager is an automated ticket dispatch system that gives the technician helps technicians and dispatchers a portal where they can identify the next ticket that will be worked on next based on a predefined combination of a pre-defined scoring system by the organization considering predefined rules that will help deliver value to the MSP faster. and rules. The NextTicket Manager for Syncro is designed for Syncro users who want to achieve more efficient ticket prioritization and management. For more information on NextTicket and how it works, read the article What is NextTicket Manager?

App Link

https://app.mspbots.ai/dashboard-1584829256591503362?appId=1584831083550216192&name=NextTicket%20for%20Syncro&subscriptionId&subscriptionStatus&pageid=1584829256591503362

How to access the app 

To access the NextTicket app for Syncro in MSPbots, follow these steps:

1. Go to app.mspbots.ai.​
2. Click Apps in the left pane.​
3. When the Apps tab opens, click NextTicket for Syncro.​

Why should you care? 

What's on this page:

Why should I use the NextTicket Manager for Syncro? 

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The NextTicket Manager for Syncro has the following benefits for your MSP: 

• Automatic and unbiased ticket dispatching - Tickets are dispatched automatically based on priority rules and a point system to ensure that dispatchers and technicians assign and work on tickets objectively based on an approved For Owners and Service Managers: The NextTicket app provides an automated way of dispatching tickets to technicians. It also helps ensure that technicians and dispatchers are objective in catering tickets based on their priority, importance, and time criticality.
• For Dispatchers: This feature gives dispatchers an automated way of dispatching tickets in a few clicks. You can also Prioritization based on company requirements - The priority rules and point system that define prioritization are based on the priorities, importance, and criticality approved by the company. This improves the speed and accuracy of ticket assignment and prioritization remarkably.  As a dispatcher, you save 80% of your time allotted for assigning tickets and see the highest ticket priority for each technician based on their skill set.
• For Technicians: This feature helps technicians Quick identification of next tickets - As a technician, you can quickly identify the ticket they tickets you should work on next . If a technician and monitor tickets scheduled for the day on the same page. You can also reject a ticket if you cannot work on the assigned ticket, he can reject it yet as long as he specifies the you provide a valid reason for rejection. Technicians can also monitor their scheduled tickets for the day on the same page.

Prerequisites

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Who can use the NextTicket for Syncro app?  

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This app is available to the following: 

• Syncro users with a working integration with MSPbots 
• Technicians and dispatchers within the company's active directory 
• Administrators with admin permissions for setting up the filters, points system, and priority rules 

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Accessing the NextTikcet Manager for Syncro 

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Follow these steps to access the NextTicket Manager for Syncro in MSPbots:  

1. Open the MSPbots app. 
2. Click Apps on the left pane.​
3. When the Apps tab opens, search for NextTicket for Syncro and click it to open.​

FOR ADMINS: Setting up NextTicket   

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How to set the ticket filter

You can set filters to narrow down the tickets applicable to each technician. 

To Follow these steps to set the ticket filter, follow these steps:

1. On the NextTicket for Syncro screen, select the Tickets filter list, and then click Add New Filter. 
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2. When the Filter Settings the Filter Settings window opens, enter a name for your filter in the Filter Name box.
3. Next, add a condition for your filter by selecting the appropriate filter type from the Select Fields list.
4. To complete your condition, enter additional details in the two new fields or lists that appear beside the Select Fields dropdown.
5. When you're done setting up the filter, click Save.
   If you want to add more groups or conditions for the filter, click Image Modified and then select either Add Group or Add Condition.
   
   You can also click Preview to check if your new filter settings or conditions are valid before you save the changes. 
   
   For more information on NextTicket filters, read the article How to Setup Filters for NextTicket Manager. 

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How to delete filter conditions

Filter conditions are deleted in the Filter Settings Settings window. 

• To delete filter conditions individually, click Image Modified corresponding to the filter condition that you want to delete.
  
  
• To delete all filter conditions at once, clickImage Modifiedand then click Clear All. 
  
  

Reject the top-priority ticket of a user

How to reject a technician's ticket 

The next priority ticket and its details appear On the NextTicket for Syncro screen, after you select a filter and a user, the Request Next Ticket option automatically refreshes, and then the details of the user 's top priority ticket appear on the NextTicket for Syncro screen.  If If you think that the this ticket should not be the next top-priority ticket of the user,  you can reject the ticket . It is also necessary to and specify the reason why the user can't work on the ticketit.​​ 

Follow these steps to reject a top-priority ticketTo reject the top priority ticket of a user, follow these steps:

1. On the NextTicket for Syncro screen, select the applicable filter from the Tickets filter list.
2. From the User listNext, select the applicable user to see his or her top priority ticket.technician's name from the User list to view details of the assigned next top-priority ticket. 
3. Review the details and click Once the details of the user's top priority ticket appear on the screen, review the details, and then click Reject Next Ticket.
4. When the Reject Reason the Reject Ticketwindow opens, select or type the reason why you want to reject for rejecting the ticket , and then click Save. 
   
   

FOR ADMINS:

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Setting up the point system for priority rules​

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You can define Defining the point system for the NextTicket for Syncro priority Syncro priority rules to calibrate calibrates the prioritization of the tickets. 

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How to set up the point system

1. Click Settings on the NextTicket for Syncro screenSyncro screen, and select NextTicket For Syncro Priority Rules.
2. Go to the Tickets filter and User fields and select the options that apply to your requirements.
3. Next, set up the priority rules.
   1. Select a ticket priority type from the If ticket priority = field.
   2. Then Next in the the add points field, enter the number of points that will be given to tickets that meet the condition selected in Step 3a. 
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      You can refer Image Added
   3. Do the same for the other rules you want to configure. Refer to the section on the the priority rules and functions below to know determine which rules meet your requirementrequirements.
      The rows of priority rules are expanded by default. You can click the the Priority Point rules switch to collapse all rows.
      
      
4. After Do any of the following options after setting up each priority rule, you can click do any of the following:
   • Click Image Removedin front of Enable the rule to enable the ruleby clicking the corresponding toggleImage Addedswitch.
   • Click Image Removedthe Load Default button to load the the rule's default value for the rule. Click the Load DefaultImage Addedicon.
   • Click Image Removedthe Save & Testbutton to Image Addedicon to save the changes for the specific priority rule and to test the values of the rule.
   • Click Image Removed the Save button to save the changes for the specific priority rule.
   • Save your changes on the rule by clicking the SaveImage Addedicon.
   • Delete the rule and click the Delete Image Added icon Click Image Removed the Delete button to delete the rule.
     
5. After Do any of the following options after setting up all your preferred priority rules, do any of the following:
   • Click Test All to test the calculation result for all the priority rules. Click Test All. 
   • Click Load Default All to load the default values for all the priority rules. Click Load Default All. 
   • Click Save and select Save All to save the changes for all the priority rules. Click Save and select Save All. 
   • Click Save and select Save Rule as Template to save the changes for all the priority rules as a template.In the Save Rule as Template window,set the Template Name and click Save.

Best Practices in setting the priority rules for NextTicket for Syncro

1. Interview your dispatcher or technician to identify the rules and conditions like thisfor your filters. An example of a rule is: If (<given scenario)scenario>, then it should be given give more (or less) importancepoints. 
2. Review each of the point rules you have identified. Use the Save & Test function to test each rule.
3. Use the Test all function to balance the points between the rules and check if the prioritization brings up your expected resultresults.
4. Ask Encourage your technicians to give try the NextTicket app a try and give you feedback.  
5. Adjust the rules and points based on the dispatcher's or technicians' feedback.
6. Continue updating the rules and corresponding priority points for two weeks. The resulting prioritization should improve over time and until you wondon't need to modify anymore. 
7. Request and create new rules that are unique and not similar or duplicates of existing ones.  

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What are the NextTicket priority rules and functions?

Below are the priority rules and descriptions of how each rule functions when enabled. For information on how to activate, test, save, delete, and request priority rules, read the article article NextTicket Manager Priority Rules. 

Related Topics

• Configuring NextTicket Priority Rules According to Requirements
• Assigned User Due Date Priority Rule for NextTicket

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FOR ADMINS:

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Adding companies to the watch list​

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By adding companies to your the watch list, you can give additional points to the tickets logged by these companies and follow up as needed. that they log so you can bump the priority of their tickets.

To Follow these steps to add ​companies to the watch list, follow these steps: 

1. Go to the NextTicket for Syncro screen, click and click Settings > Watch List For for Syncro. 
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2. When the Watch List the Client Watch List for Syncro tab opens, click Add Company.
3. In the Add Company the Add Company window, select the check box checkbox for the companies you want to add.​
4. If you want to show and select only companies with an agreement, select the checkbox for Only show companies have an agreement. Type Don't forget to provide the reason for adding the selected companies in the Why add to the watch list?  text box.
5. Click Save when done adding.  

For more information on using the Watch List, read the article How to use the Watch List in NextTicket Manager. 

FOR ADMINS: Customize Ticket URL

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1. Go to Next Ticket for Syncroapp.
2. Click Settings> Options.
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3. When the Options tab appears, toggle the Customize Ticket URL switch and enter your custom ticket URL, replacing the actual ticket number with the {{TicketNumber}} token.
   • For example, if the original ticket URL is https://manage.mspbotssample.com/v4_6_release/ConnectWise.aspx?locale=en_US&routeTo=ServiceFV&recid=5027470, and you want to customize the ticket URL to https://mtx.link/5027470, you need to enter https://mtx.link/{{TicketNumber}} in the "Customize Ticket URL" option. So, when you click on the ticket number, the link will point to https://mtx.link/5027470.

     Tip

     The "Customize Ticket URL" feature is universal in the Attendance Manage and all NextTicket apps: If you toggle on the "Customize Ticket URL" switch in any one of the attendance management or all the NextTicket apps, the switch for this feature in the remaining apps will also be turned on. If you turn off the switch in any of these apps, the switch for this feature in the remaining apps will also be turned off. When you configured the "Customize Ticket URL" in any of these apps, it will be applied to all the remaining apps. If the "Customize Ticket URL" switch is turned off, the ticket links will remain as the originally generated links.

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4. Click Save to keep your settings.

FOR TECHNICIANS: How to use NextTicket for Syncro

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Viewing your top-priority

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ticket 

As a technician, your next top-priority ticket is shown on the NextTicket for Syncro screen where you can also request or reject the next ticket assigned to you.

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1. Go to the NextTicket for Syncro screen and select a filter from the Tickets filter listfilter and User dropdown lists. The screen screen automatically refreshes and shows the details of your next top-priority ticket. 
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2. Select either Dashboard View or List View to view the ticket details according to your preference.​

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Rejecting your top-priority ticket

You can reject If you think that your next top-priority ticket if you think that it should not be your next ticket. It is also necessary to specify yours, reject it and give the reason why you can't work on the ticket.​

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1. Go to the NextTicket for Syncro screen and select the applicable filter from the Tickets filter list.filter and User dropdown lists. 
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2. Once the details of your top priority ticket appear on the screen, click Reject Next Ticket.
3. When the Reject Reason the Reject Reason window opens, select or type the reason why you want to reject the ticket, and then click Save. 
   

For more information on how to use NextTicket, read the articleWhat is NextTicket Manager?

Related Topics 

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