How to Print Pick & Customer Ticket in ServiceMinder

How to Print a Pick and Customer Ticket in SM

1. Open the scheduled appointment you want to print documentation for.
2. Select Actions. 
3. Choose Print from the dropdown. 
4. Select one of the available templates:
   • Pick Ticket
     • Includes all line items associated with the appointment.
     • Displays item quantities pulled onto the appointment.
     • Provides fields for Quantity Taken and Quantity Returned to support inventory tracking and piece-rate reporting. 
     • Includes notes and full customer information.
   • Customer Ticket
     • Displays item names and descriptions only, no quantities.
     • Commonly used for customer sign-off at job completion as a verification document.
5. Print the selected template and use it according to your operational workflow (inventory control, customer confirmation, etc.).