Tickets allow you to track and manage requests, tasks, and issues related to your guest services and property management to ensure that guest needs are addressed promptly and efficiently.
On the Tickets page , you will find the following:
- Tasks - Requests/Work Order
- Checklists - Admin Created Checkmark To-Do List
- Inspections - Admin Created Daily Review (Pass, Inspect, Fail)
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Step 1 - Assign departments to users on the Company page
Ensure all users have their assigned department on the Company page so the correspondent user section gets notified when their department receives a ticket. Click here for more information on departments.
Step 2 - Manage rooms and room groups to send tickets (optional)
In the Rooms settings, all rooms configured in your Cloudbeds PMS will be automatically imported to Whistle for Cloudbeds.
On this page, you can create extra rooms and room groups to assign a ticket to multiple rooms.
- These rooms cannot be edited or deleted in Whistle for Cloudbeds settings. If you want to modify any room, the update must be done directly in Cloudbeds PMS.
- If you need to create extra rooms for managing purposes (e.g lobby, rooftop, common areas), you can create them in the room settings and they can be edited or deleted.
- Room updates will sync once every 2 hours.
- Access the Company
tab
- Select the Rooms section
- The rooms list imported from Cloudbeds PMS will be displayed in this page.
- Click to
- Type the Group Title
- Click to
to this Group
- Click on
to edit the room name
- Click outside the box to save it.
Only manually created rooms can be grouped.
Step 3 - Create Checklists
- Go to Tickets
- Open the checklist settings
- Click to create
- Click to import or fill in the checklist details
- Click to create
Step 4 - Create Inspections
- Go to Tickets
- Open the Inspections settings
- Click to create
- Click Import or fill in the inspection details
- Click to create
Step 5 - Assign task types to your users
Manage the types of Tasks that can be created for each Department:
- Open the Inspections settings
-
Add task types
or
-
Delete
task types available for your users
Step 6 - Create ticket escalation rules
Manage ticket escalation notifications and create custom escalation rulesets.
- Open the Ticket Escalation settings
- Click to add
- Select the rule settings
- Select the rule triggers
- Select the trigger type and save
- Save the whole settings, too.
Step 7 - Create/Schedule Tickets
- On the Tickets
page, open the Tickets tab
- Click to create
- Select the type of ticket: task, checklist or inspection
- Enter title
- Choose the task type
- Assign the ticket to a user
- Assign a priority
- Select the room
- Add a description
- Schedule the start and due dates
- Select when you want to repeat the ticket
- Click to create
Comments
When I create a ticket & check list for housekeeping to clean a cabin, I enter a start & finish date & time.. why does that not reflect on the housekeepers view? They don’t see the date the room needs to be cleaned.
Hello, Melanie Schaubhut!
Thank you so much for reaching out!
Please contact our Support Team with the corresponding details for dedicated assistance with this request. The team can take a closer look and assist as soon as possible.
Regards,
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