How to utilize Whistle tickets [Premium & Enterprise]

Manage your property's Whistle task management system.

Whistle Tickets

Allows users to create, dispatch, and track tickets for the property including; tasks, checklists and inspections. 

Step 1: Create Rooms

Click here for more information.

Step 2: Set User Departments

Make sure all users have their assigned department in the Company -> User section to get notified when their department receives a ticket. Click here for more information on departments

Step 3: Create Checklists

1. Go to the Tickets tab inside Whistle
2. Select Checklists
3. Click New Checklist at the top right of page
   
4. Click Import checklist with CSV/XLSX document including columns;
   1. Task Name
   2. Task Description
   3. Type (SECTION, CHECKBOX)
      
5. - OR - Fill in Checklist Details;
   1. Title - Checklist Name
      1. Department - Department assigned Checklist
      2. Description - Information about Checklist (optional)
      3. Priority -  Star rating (optional)
      4. Default History View (optional)
         1. By Day
         2. By Week
         3. By Month
         4. By Quarter 
      5. Room - location of checklist (optional - Room Setup located in Company Settings)
      6. Section - Label
         1. Title
         2. Description/Instructions (optional)
      7. Field - Task item
         1. Title
         2. Description/Instructions (optional)
6. Click Create
   

Step 4: Create Inspections

1. Go to the Tickets tab inside Whistle
2. Select Inspections
3. Click New Inspection at the top right of page
   
4. Click Import inspections with CSV/XLSX document including columns;
   1. Task Name
   2. Task Description
   3. Type (SECTION, PASS_FAIL)
      
5. OR - Fill in Inspection Details;
   1. 1. Title - Inspection Name
      2. Department - Department assigned Inspection
      3. Description - Information about Inspection (optional)
      4. Priority -  Star rating (optional)
      5. Default History View (optional)
         1. By Day
         2. By Week
         3. By Month
         4. By Quarter 
      6. Room - location of checklist (optional - Room Setup located in Company Settings)
      7. Section - Label
         1. Title
         2. Description/Instructions (optional)
      8. Field - Task item
         1. Title
         2. Description/Instructions (optional)
         3. Pass/Inspect/Fail button options
6. Click Create
   

Step 5: Edit Task Types

1. Go to the Tickets tab inside Whistle
2. Select Task Types
3. Add or Delete task types available for your users
   
   • New task type - click + New Task Type, enter name
   • Delete task type - next to the task type click the red trashcan icon

Step 6: Create Escalations

1. Go to the Tickets tab inside Whistle
2. Select Ticket Escalation
3. Click + New Escalation
   
4. Set the Rule Settings;
   1. Escalated after X minutes
   2. And Task Status is... 
      1. Not Complete
      2. Unassigned
      3. Completed
      4. Cancelled
   3. And Task Department is...
   4. And Task Type is...
5. Create Rule Trigger;
   1. Notify Role
   2. Notify Users
   3. Notify Department
   4. Follow up with Guest
   5. Notify a Team Chat Channel
   6. Send an Email
   7. Send a Text
6. Click Save
   

Step 7: Create/Schedule Tickets

1. Go to the Tickets tab inside Whistle
2. Select Tickets
3. Click New Ticket at the top right of page
   
4. Fill in Ticket Details 
   1. Ticket Type - Task, Checklist or Inspection
      1. Task Type - Request/Work Order
      2. Checklist - Admin Created Checkmark To Do List
      3. Inspection - Admin Created Daily Review (Pass, Inspect, Fail)
   2. Assignee - whistle user to complete ticket (optional)
   3. Room - location of ticket (optional)
   4. Schedule - start and due date/time (optional)
      • Repeat - recurring ticket (optional)
5. Click Create Ticket
   

Start

1. Go to the Tickets tab inside Whistle
2. Click the Open folder
3. Select Ticket you wish to open
4. Click Start at the top right of the side bar or underneath ticket status
   

Chat

1. Go to the Tickets tab inside Whistle
2. Click the Open folder
3. Select Ticket you wish to open
4. Select Comments tab within the ticket
5. Type Message
6. Click Send
   

Complete

1. Go to the Tickets tab inside Whistle
2. Click the Open folder
3. Select Ticket you wish to open
4. Click Complete at the top right of the side bar or underneath ticket status
   

Cancel

1. Go to the Tickets tab inside Whistle
2. Click the Open folder
3. Select Ticket you wish to open
4. Click Cancel at the top right of the side bar
   

Step 8: View Analytics

1. Go to the Analytics tab inside Whistle
2. Select a section underneath Tickets
3. Adjust Date Range at the top, if needed
   

Step 9: Export Report

1. Go to the Analytics tab inside Whistle
2. Underneath the Ticket section, select Overview
3. Adjust Date Range at the top of the page, if needed
4. Click Export to CSV at the top right
5. Click Download
   

How to utilize Tickets from Guest Chat - Click Here