Rocketship has a tool to bulk close service calls. This tool is normally used by our support team when onboarding new customers, but is available to the client admin portal as well. The use case is that an Autotask user has used service calls in the past, but didn’t close them out. Some customers may have thousands of open service calls in their Autotask database.
To use this tool:
Log into Rocketship Admin
Click on Account
Click on Autotask
Click on Service Call Cleaner
Create a job for a date range, e.g., 2000-01-01 to last-day-of-previous-month
Click Save
Over the next several minutes/hours, this feature will close the Service Calls automatically for you.
Preparing the Autotask Service Call Cleaner for closing abandoned service calls.
You may also be interested in a setting native to Autotask to ensure service calls are closed if left open and the ticket is set to complete.
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