I would like Atera to implement a Ticket Detail Template feature within the New Ticket screen, specifically under the Enter Ticket Details field . This enhancement would introduce a dropdown menu that allows users to select from predefined templates, helping streamline ticket creation and ensure consistency in language, formatting, and technical detail.

How it Would Work:
Dropdown Placement: Above or below the Enter Ticket Details field, a dropdown menu labeled “Insert Template” would allow users to select a predefined ticket detail template.

Template Management:
Templates would be configured by Admins in the Admin center.

Each template should include:
Formatted text, including headings, bullet points, hyperlinks, and styling (bold/italics)

Optionally dynamic fields like [Customer Name], [Device], [Technician], etc., to auto-fill standard variables

User Experience:
When a template is selected, its content would populate the Description field automatically, which the technician can then tweak or expand upon.

Markdown or basic WYSIWYG formatting should remain available.

Why This Matters:
Time-saving: No more copying and pasting from external documents or previous tickets.

Consistency: Ensures all tickets follow the same structure, improving technician clarity and client-facing professionalism.

Training: Makes onboarding easier for new techs who can follow standardized ticket language and formatting.

Compliance and QA: Helpful for meeting internal documentation standards or industry compliance by enforcing specific data formats.

Example Templates:

Initial troubleshooting checklist
Onsite visit summary template
Firewall install/config notes
End-of-shift handoff summary
Service outage postmortem format

Optional Enhancement:
Allow default templates to be tied to specific ticket types or categories (e.g., selecting “Onsite Visit” from ticket type preloads the corresponding template).