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15 minLevel 2
App Description
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The NextTicket app is an automated ticket dispatch system that gives the technicians and dispatchers a portal where they can identify the next ticket that will be worked on. The dispatching is based on a scoring system identified by the organization considering predefined rules that will help deliver value to the MSP faster.
App Link
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https://app.mspbots.ai/dashboard-1357516578732232706?pageid=1357516578732232706
How to access the app
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To access the NextTicket app for ConnectWise in MSPbots, follow these steps:
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3. When the Apps tab opens, click NextTicket for ConnectWise Manage.
Why should you care?
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- For Owner and Service Managers: The NextTicket app is going to provide an automated way of dispatching tickets to technicians. It also helps ensure that technicians and dispatchers are more 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. And you also have a way to see the highest ticket priority for each technician considering their skillset.
- For Technicians: This feature helps technicians easily identify what ticket they should work on next. If technicians can't work on the ticket, they can reject it as long as they specify the reason. Technicians can also monitor their scheduled tickets for the day on the same page.
Prerequisites
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- ConnectWise Manage Integration
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- Set Up Priority Rules (only Admin users can modify these on the Settings tab).
- Optional: Add Companies to the Watch List.
Admin Users: Setup Procedures
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Only Admin users have permission to adjust the settings for the NextTicket app.
Set the ticket filter
You can set filters that can help you narrow down the tickets applicable to each technician.
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5. When you're done setting up the filter, click Save.
Delete filter conditions
In the Filter Settings window, you can either delete filter conditions individually or delete them all at once.
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To delete all filter conditions at once, click the
icon, and then click Clear All.
Reject the top-priority ticket of a user
On the NextTicket for ConnectWise 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 screen. If you think that the ticket should not be the top priority ticket of the user, you can reject the ticket. It is also necessary to specify the reason why the user can't work on the ticket.
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4. When the Reject Reason window opens, select or type the reason why you want to reject the ticket, and then click Save.
Set up the point system for priority
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rules
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Add an advanced rule
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Add companies to the Watch List
By adding companies to your watch list, you can give additional points to the tickets that they log so you can bump the priority of their tickets.
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5. Once finished, click Save.
Users or Technicians: Feature Overview and
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Tasks
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This section guides users on how to navigate the NextTicket app.
View your top-priority
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ticket
On the NextTicket for ConnectWise screen, you can see the top priority ticket that you can start working on.
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After you select a filter, the Request Next Ticket option automatically refreshes, and then the details of your next top-priority ticket appear on the screen.
Select either Dashboard View or List View to view the ticket details.
Reject your top-priority ticket
You can reject the ticket if you think that the ticket should not be your top-priority ticket. When rejecting the next ticket, you are required to provide the reason for the rejection. It is also necessary to specify the reason why you can't work on the ticket.
To reject your top-priority ticket, follow these steps:
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