How To
Step-by-step instructions for specific actions taken by Spearhead users.
- How to Add to a Ticket - Agent
- How to Set Up Agent Tiers and Pricing
- How to Add Agent to Agent Tiered Pricing
- How to Edit Agent Tiered Prices
- How to Create a Closed by Date Work Order
- How to Create a Closed by Completion Work Order
- How to Complete a Checklist - Agent
- How to Attach Reference Library Docs to Ticket Type
- How to Attach a Checklist to a Ticket Type
- How to Archive and Retrieve Archived Logs from a Ticket
- How to Create a Service Report
- 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 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
- How to Enable Customer Signatures
- How to Log Out of Spearhead
- How to Add a New Spearhead User
- How to Download a Report
- How to Generate a Report
- How to add Mileage to a Ticket
- How to Create a New Ticket Type
- How to Add Products/Services to Your Organization's Catalog
- How to Set Up Pricebooks- Backoffice
- How to Add a New Worksite
- How to Create a Work Order
- How to Add Tickets to a Closed-by-Date Work Order - Backoffice
- How to Add Ticket to Open Work Order - Dedicated Agent
- How to Create a Checklist
- How to Delete in Spearhead