Service

Purpose

The service functions of Professional Services connect ticketing, work orders, recurring tasks, and service billing. This makes it possible not only to organize operational work, but also to turn it into structured, billable processes.

Business value

• tickets, work orders, and recurring tasks are managed in one shared service model
• external ticketing systems can be connected through the API
• completed work can be transferred into project planning lines and billable service transactions

Functional focus

Ticketing

Tickets can be created manually in Professional Services or transferred from external systems through an interface. The ticket stores effort, responsibility, status, and billing-relevant information.

Work orders and operational execution

Work orders support resource and dispatch planning. They can be created manually, from tickets, or from property-related master data and can include both planning lines and the actual recorded service lines.

Recurring tasks and work packages

Recurring activities can be defined as work tasks and bundled in work packages. Depending on the setup, they can generate tickets or work orders for operational execution.

Service billing

Completed and released tickets or work orders can be transferred into service billing. There, services are collected, grouped, and turned into billable invoices.

Outcome

The service area ensures that operational activities remain traceable from capture to billing. For process sequences and handovers, use the dedicated process catalog as the companion view.