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Bug report intake: get a report an engineer can act on

A bug report that says “it doesn't work” costs an engineer an hour of guessing. A good intake costs the support person two extra questions and saves the whole team time. Here is a short routine for turning customer messages into reports that can be acted on.

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Decide if it is a bug at all

Before you write anything up, check the basics: is the feature meant to work this way, and has the customer got the right plan, permissions and settings? Many reports turn out to be questions. Answer those and keep the engineers for real bugs.

Ask for the five things engineers need

Most reports become reproducible once you have the same five details. Put them in a saved reply so you ask every time.

  • What the customer was trying to do.
  • What they expected to happen.
  • What happened instead, with the exact error text.
  • Where it happened: page, device, browser or app version.
  • A screenshot or short screen recording.

Try to reproduce it yourself

Follow the customer's steps in a test account. If it happens for you too, you have a report an engineer can start on at once. If it doesn't, note what you tried; that tells the engineer where not to look.

Write the report in a fixed shape

Use the same headings every time so engineers know where to look: summary, steps to reproduce, expected result, actual result, who is affected and a link to the ticket. Keep opinions out; state what you saw.

Say how many people are affected

Engineers prioritise by impact. Say whether one customer or many have hit it, whether there is a workaround and whether money or data is at risk. Count the tickets rather than guessing.

Keep the customer in the loop

Tell the customer you have passed it on, what you need from them if anything and when you will next update them, even if the update is that there is none yet. Tag the ticket so you can find everyone to tell when it is fixed.

Questions

Should customers file bugs directly with engineers?

For a small team, usually not. Support sees patterns across customers and can filter out questions, so engineers get fewer, better reports.

What if I can't reproduce the bug?

Pass it on anyway if the customer is clearly affected, and say what you tried. Tag the tickets so more examples can be added as they arrive.

How do I tell customers when it is fixed?

Tag every ticket linked to the bug. When the fix ships, filter by the tag and reply to each customer with a short note.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.