How To
Step-by-step instructions for specific actions taken by Spearhead users.
- How to Add a Ticket - Mobile
- 2.0 How to Add to a Ticket - Agent
- 2.0 How to Set Up Agent Tiers and Pricing
- 2.0 How to Add Agent to Agent Tiered Pricing
- 2.0 How to Edit Agent Tiered Prices
- 2.0 How to Create a Closed by Date Work Order
- 2.0 How to Create a Closed by Completion Work Order
- 2.0 How to Complete a Checklist - Agent
- 2.0 How to Attach Reference Library Docs to Ticket Type
- 2.0 How to Attach a Checklist to a Ticket Type
- How to Log in to Spearhead
- How to Add a Contact to a Customer
- How to View a Ticket
- How to Access Customer Tickets
- How to Log In to Spearhead
- Light and Dark Mode
- How to Create a Ticket - Desktop
- How to Create a Ticket - Mobile
- How to View an Agent's Timesheet - Desktop
- How to View an Agent's Timesheets - Mobile
- How to Generate a Ticket Report
- How to Create a New Customer
- How to Edit Spearhead Profile
- How to Filter a Search
- How to Change the List View
- How to Change Theme Interface within Spearhead
- How to Enable Customer Signatures
- How to Log Out of Spearhead
- How to Add a Spearhead User
- How to Add to a Ticket
- How to Download a Report
- How to Generate a Report
- How to Attach Media to a Ticket
- How to add Mileage to a Ticket
- How to Log Time on a Ticket - Agent
- 2.0 How to Create a New Ticket Type
- How to Add Products/Services to Your Organization's Catalog
- How to Add a New Worksite
- 2.0 How to Create a Work Order
- 2.o How to Add Tickets to a Closed-by-Date Work Order - Backoffice
- 2.0 How to Add Ticket to Open Work Order - Dedicated Agent
- 2.0 How to Create a Checklist