SaaS company
Amberly Green Software · SaaS company · Raleigh, NC
Wendell Escobedo leads support at Amberly Green Software, a business-to-business SaaS company in Raleigh, and he reads each week's tickets, first-reply times and minutes spent by ticket type straight from a board and dashboard instead of rebuilding a spreadsheet every Monday.
Software and ITReportingDashboards3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateTicket board
TicketsNew4
AG-4242Admin role missing after the upgradeBrindlewick Logistics
AG-4243Add a read-only auditorPelican Street Bakery Group
AG-4244What does the archive button removeLarkfield Pediatric Partners
AG-4245Is there a limit on saved viewsAldersgate Tutoring Network
Open8
AG-4234Add a second approver on invoicesThornapple Staffing
AG-4235How to reorder the columns on a boardWindrush Solar Installers
AG-4236Sort order ignores the second columnTessellate Orchards
AG-4237Invite link says expiredSaltwick Marine Supply
AG-4238Time zone shifts due dates by a dayQuill & Anchor Books
3 moreWaiting on customer5
AG-4229Allow comments on dashboardsAldersgate Tutoring Network
AG-4230Mobile view cuts off the notes fieldNorthgate Veterinary Group
AG-4231Duplicate email sent for one approvalOstrava Machine Works
AG-4232Change the account ownerFennimore Freight
AG-4233Where are old invoices storedCalloway & Finch Insurance
Resolved14
AG-4215Date picker shows the wrong monthOstrava Machine Works
AG-4216Reports spin forever since this morningFennimore Freight
AG-4217Search misses records with an apostropheCalloway & Finch Insurance
AG-4218Two-step code never arrivesThornapple Staffing
AG-4219Bulk import stops partway through a large fileWindrush Solar Installers
9 moreClosed14
AG-4201CSV export drops the last columnCalloway & Finch Insurance
AG-4202Add a weekly digest by emailThornapple Staffing
AG-4203Dashboard totals differ from the invoice viewWindrush Solar Installers
AG-4204Scheduled report never arrivesTessellate Orchards
AG-4205Charged twice for the March renewalSaltwick Marine Supply
9 moreTables
Tickets
45 sample rows · 13 columnsEvery request a customer sent to support, with its type, priority, time to first reply and time spent.
| Ticket | Subject | Account | Ticket type | Priority | Status | Opened |
|---|---|---|---|---|---|---|
| AG-4245 | Is there a limit on saved views | Aldersgate Tutoring Network | How-to question | Low | New | Oct 2, 7:25 PM |
| AG-4244 | What does the archive button remove | Larkfield Pediatric Partners | How-to question | Normal | New | Oct 2, 4:15 PM |
| AG-4243 | Add a read-only auditor | Pelican Street Bakery Group | Account access | Normal | New | Oct 2, 1:05 PM |
| AG-4240 | Move billing to a new contact | Redfern Mutual Credit Union | Billing | Normal | Open | Oct 1, 6:35 PM |
| AG-4242 | Admin role missing after the upgrade | Brindlewick Logistics | Account access | Normal | New | Oct 1, 5:55 PM |
| AG-4239 | Attachment preview stays blank | Harkmoor Dental Supply | Bug | Normal | Open | Oct 1, 3:25 PM |
| AG-4241 | Credit for the days we were down | Marlowe Hill Realty Group | Billing | High | Open | Oct 1, 2:45 PM |
| AG-4238 | Time zone shifts due dates by a day | Quill & Anchor Books | Bug | High | Open | Sep 29, 7:15 PM |
| AG-4237 | Invite link says expired | Saltwick Marine Supply | Account access | Normal | Open | Sep 28, 4:05 PM |
| AG-4235 | How to reorder the columns on a board | Windrush Solar Installers | How-to question | Normal | Open | Sep 25, 5:45 PM |
| AG-4236 | Sort order ignores the second column | Tessellate Orchards | Bug | Normal | Open | Sep 25, 1:55 PM |
| AG-4234 | Add a second approver on invoices | Thornapple Staffing | Feature request | Low | Open | Sep 24, 2:35 PM |
33 more rows
Accounts
16 sample rows · 9 columnsThe business customers on a paid plan, who their main contact is and how much support time they use.
| Account | Plan | Licensed users | Monthly price | Main contact | Contact email | Renews on |
|---|---|---|---|---|---|---|
| Aldersgate Tutoring Network | Starter | 26 | $149 | Cyprian Mbatha-Lowe | cyprian.mbathalowe@wickerbankmail.net | Aug 11, 2027 |
| Brindlewick Logistics | Growth | 42 | $449 | Hollis Ravenscroft | hollis.ravenscroft@wickerbankmail.net | Oct 30, 2026 |
| Calloway & Finch Insurance | Scale | 160 | $1,190 | Mirabel Ondrejka | mirabel.ondrejka@wickerbankmail.net | Dec 26, 2026 |
| Fennimore Freight | Scale | 98 | $1,190 | Annelise Thorvaldsen | annelise.thorvaldsen@marshgrassinbox.org | Jul 23, 2027 |
| Harkmoor Dental Supply | Starter | 9 | $149 | Leocadia Brightwell | leocadia.brightwell@dovetailfieldpost.com | Nov 18, 2026 |
| Larkfield Pediatric Partners | Growth | 48 | $449 | Imani Cartwright-Bell | imani.cartwrightbell@dovetailfieldpost.com | May 8, 2027 |
| Marlowe Hill Realty Group | Starter | 22 | $149 | Silvester Ng-Alderman | silvester.ngalderman@marshgrassinbox.org | May 27, 2027 |
| Northgate Veterinary Group | Growth | 55 | $449 | Desta Haile-Moran | desta.hailemoran@dovetailfieldpost.com | Jan 14, 2027 |
| Ostrava Machine Works | Scale | 120 | $1,190 | Konstantin Brzezinski | konstantin.brzezinski@wickerbankmail.net | Apr 19, 2027 |
| Pelican Street Bakery Group | Starter | 18 | $149 | Ludovica Farrow-Itzel | ludovica.farrowitzel@marshgrassinbox.org | Feb 2, 2027 |
| Quill & Anchor Books | Starter | 7 | $149 | Bernadette Strand | bernadette.strand@wickerbankmail.net | Jun 15, 2027 |
| Redfern Mutual Credit Union | Scale | 210 | $1,190 | Abelard Quist | abelard.quist@wickerbankmail.net | Feb 21, 2027 |
4 more rows
Forms and booking
Log a ticket
FormLog a ticketWhat a support person fills in when a request arrives by phone or chat and needs a line on the board.
Ticket number *
What is the customer asking for, in a few words? *
Which customer account is it? *
What kind of request is it? *BugHow-to questionBillingFeature requestOutageAccount access
How urgent is it?LowNormalHighUrgent
When did it come in? *
Put it on the boardDashboards
Weekly numbers
TicketsTickets by type
- Bug12
- Feature request6
- Billing6
- Account access8
- Outage3
- How-to question10
Minutes by type
- Bug566
- Feature request96
- Billing129
- Account access66
- Outage673
- How-to question138
Tickets opened each week
- Aug 23, 20262
- Aug 30, 20266
- Sep 6, 202610
- Sep 13, 202613
- Sep 20, 20265
- Sep 27, 20269
Tickets by priority
- Normal23
- Low11
- Urgent4
- High7
Also included
- Ticket boardStage rules
- Waiting on customersDigest
- New ticketNotificationTells the support lead when a ticket lands on the board.
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