Terial

How do I access the platform?

How to reset your Terial password if you've forgotten it.

What if I forget my login or password?

Whether you can convert between ticket types (e.g., T&M to Quoted) and what to watch out for.

Can I convert a ticket from one type to another?

What to do if you can't find a customer in the Terial database.

What if I don't see a customer in the system?

The difference between Save and Save & Complete on a service ticket in Terial.

What's the difference between Save & Complete and Save?

How to reassign a service ticket to a different user in Terial.

How do I assign a ticket to someone?

How to view the history of assignees and status changes on a service ticket.

How do I know who worked on or updated a ticket?

How email notifications work when creating or reassigning tickets in Terial.

Can I notify a user when I create or assign a ticket?

Overview of Admin and User permission levels in Terial and what each can access.

What user permission levels exist?

How to add new users and deactivate existing users in Terial.

How do I add or remove a user in the system?

How service tickets get closed in Terial — automatically and manually.

How do I close a service ticket?

How to re-open a previously closed service ticket in Terial.

Can I re-open a closed service ticket?

How to delete an invoice from a service ticket in Terial.

How do I delete an invoice?

Loren Heinbach

FAQs

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