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How to Track Overdue Support Tickets in Canada

How to Track Overdue Support Tickets in Canada

HelloGrowthCRM Team

HelloGrowthCRM Team

· 5 min read · Article

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Tracking overdue support tickets is essential for maintaining customer satisfaction and ensuring timely resolution. This guide explains why tracking overdue tickets matters for Canadian small businesses, provides clear steps to identify and manage them, offers a realistic example, highlights common mistakes, and shows how HelloGrowthCRM can help streamline support ticket management.

Why this comes up / what goes wrong

Many small business owners in Canada handle customer support manually or with basic tools like spreadsheets or email. Without a clear tracking system, tickets can be forgotten or delayed beyond their due dates. This leads to unhappy customers, lost business, and inefficient use of your team’s time. Overdue tickets often happen because there is no standard way to flag or prioritise them, follow-up reminders are missing, or ticket statuses are not updated promptly.

Step-by-step

  1. List all active support tickets with due dates: Gather your current support requests from your system or records, noting each ticket’s submission date and promised resolution deadline.
  1. Identify overdue tickets: Compare each ticket’s due date to today’s date. Any ticket with a due date before today is overdue.
  1. Prioritise overdue tickets by urgency: Sort overdue tickets by severity or customer impact to decide which to address first.
  1. Assign or re-assign tickets to team members: Make sure each overdue ticket has a responsible person accountable for follow-up.
  1. Update ticket status and notes: Record progress, customer communications, and next steps in the ticket system.
  1. Set reminders for follow-up actions: Use calendar alerts or CRM task boards to remind your team of pending tickets.
  1. Communicate with customers proactively: Inform customers about delays and expected resolution times.
  1. Review overdue ticket trends weekly: Analyse the volume and reasons for overdue tickets to improve processes.
  1. Use a centralised system to avoid lost tickets: Avoid managing support across disconnected tools like email and spreadsheets.
  1. Link customer support tickets to sales records: Track service requests alongside deals to maintain customer context.

Example (fictional figures)

A staffing agency in Halifax, Nova Scotia, has 15 active support tickets as of 2024-05-10. Each ticket has a due date and priority:

Ticket IDDue DatePriorityStatus
1012024-05-08HighOpen
1022024-05-09MediumOpen
1032024-05-12LowOpen

Step 1: Identify overdue tickets by comparing due dates to 2024-05-10.

Ticket 101 due 2024-05-08 is overdue. Ticket 102 due 2024-05-09 is overdue. Ticket 103 due 2024-05-12 is not overdue.

Step 2: Prioritise overdue tickets.

Ticket 101 has High priority, Ticket 102 Medium priority.

Step 3: Assign tickets.

Assign Ticket 101 to support agent A. Assign Ticket 102 to support agent B.

Step 4: Update status.

Mark Ticket 101 as "In Progress". Mark Ticket 102 as "In Progress".

Step 5: Set reminders.

Create calendar alerts for 2024-05-11 to check progress.

Step 6: Communicate.

Send update emails to customers for Tickets 101 and 102 explaining delay.

This example shows how to identify and act on overdue support tickets effectively.

Common mistakes

  • Not updating ticket statuses regularly: Prevent by setting daily check-ins and updating progress.
  • Ignoring low-priority overdue tickets: Prevent by reviewing all overdue tickets weekly, not just high priority.
  • Using multiple disconnected tools: Prevent by centralising support tickets in one system or CRM.
  • Failing to communicate delays to customers: Prevent by sending proactive updates when tickets become overdue.
  • Not assigning clear ownership of tickets: Prevent by designating responsible team members for each ticket.
  • Missing follow-up reminders: Prevent by using calendar alerts or CRM task boards.

Doing this in HelloGrowthCRM

HelloGrowthCRM offers a branded customer portal where your clients can submit and track support tickets themselves. Service requests stay linked on the same customer record as the deal, keeping all information in one place. The system supports tickets and knowledge base management to help your team resolve issues faster and reduce overdue tickets. Learn more about the customer health score and explore how HelloGrowthCRM for Canada can streamline your support.

Frequently asked questions

How can I automate overdue ticket tracking? Use a CRM or ticketing system that automatically flags tickets past their due date and sends reminders. This reduces manual work and missed deadlines.

What is the best way to prioritise overdue tickets? Prioritise based on customer impact, ticket severity, and promised resolution times. High-impact issues should be addressed first.

Can I track support tickets alongside sales leads? Yes, linking support tickets to customer records and deals helps maintain context and improves customer service.

How often should I review overdue tickets? Weekly reviews help catch patterns and prevent backlog buildup. Daily checks are good for active ticket management.

Is it helpful to have a customer portal for support tickets? Yes, it lets customers submit and track their tickets directly, reducing your team's workload and improving transparency.

Key takeaways

  • List and review all active support tickets with due dates regularly.
  • Identify and prioritise overdue tickets by urgency and impact.
  • Assign clear ownership and update ticket statuses promptly.
  • Use reminders and proactive communication to manage delays.
  • Avoid managing tickets across disconnected tools; centralise support.
  • Link support tickets to customer records for better context.

Start managing your support tickets today with HelloGrowthCRM’s customer portal and ticket features. Start on the Free Forever plan (200 leads, no credit card).

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HelloGrowthCRM Team
HelloGrowthCRM TeamCRM & RevOps ExpertsLinkedIn

The HelloGrowthCRM team publishes guides on CRM strategy, AI sales tools, and revenue operations for small business sales teams.