> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/buildertek-ticketing-guide.md).

# BuilderTek Ticketing Guide

Technical User Guide: Ticketing Process

## 2.0 Table of Contents

1. Introduction
2. Purpose of this Guide
3. Scope
4. Intended Audience
5. Prerequisites
6. Version Control Statement
7. About BuilderTek
8. Overview of BuilderTek Platform
9. Salesforce Integration Summary
10. Benefits of Ticketing System for Customers
11. System Requirements
12. Supported Browsers & OS
13. Hardware/Internet Requirements
14. Salesforce Access Dependency
15. Security/Authentication Requirements
16. Access & Login Instructions
17. Navigating to BuilderTek Website
18. Logging In
19. Multi-Factor Authentication
20. Password Reset Options
21. Ticketing Workflow (Customer’s POV)
22. Logging In
23. Creating a New Case
24. Filling Ticket Form
25. Submitting the Case
26. Case Activity Tracking
27. Receiving Estimate from BuilderTek
28. Reviewing & Approving/Requesting Revisions
29. Ticket Confirmation Raised
30. Permissions & User Roles
31. Admin Role
32. Project Manager Role
33. Contractor/Field User Role
34. Error Messages & Troubleshooting
35. Common Login Errors
36. Ticket Submission Errors
37. Email/Notification Issues
38. How to Report a Bug
39. Glossary of Terms
40. Best Practices and Pro Tips
41. How to Write Effective Case Descriptions
42. Choosing the Right Priority & Type
43. Responding Quickly to Estimates
44. Appendices
45. Version History / Changelog
46. Technical Support & Contact Information
47. Licensing & Legal Information
48. External Training / Resources Links


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