Tagging Calls Live
Tagging calls after the fact is a pain in the XXX! Please make tagging calls "live" while in the call box. This would save time and money. What are your thoughts?
Posts
Call Classification
Whenever we have abandoned calls that are 10seconds 12seconds, etc. How do we classify those calls correctly if no one actually answers it? Do we leave those as abandoned calls?
Resolved! Schedule Assistant/ Get Availability
Question!!! When I make an attempt to use our "Get availability" button when booking a call for a arrival window all I get is date with empty white boxes and no further information? Am I not seeing something correctly or is this how it is supposed to...
Trouble with requisitions
Hi everyone, When we requisition items from an estimate to order them from our vendor then go to book the job from this estimate it will not allow us to book the job. It says we cannot book it due to the items having been requisitioned. We reached ou...
Resolved! Outgoing Non-customer Calls
Would love to have the ability to make outgoing calls to numbers not currently in the system or linked to a client. Is there a way to dial an outgoing number through ST without creating a new customer?
Option for paragraphs in chat
I wish that when we lay out a text in chat, it would stay this way after we hit send. (Option to add new paragraphs and have spaces in between thoughts). This would look tidier, more organized and more professional! To vote: COMMUNITY-I-3271
Booking Confirmation Edit POC
I recently ran into an issue, where I have customer record, but added a NEW Location with a NEW Point of Contact. I want to send the Job Booking Confirmation, but it sends it to the main contact info on the customer record...per location for us, ther...
Phone Calls
How do I enter an out of country telephone number? I have a homeowner is Egypt but I cannot add his number in so our calls are recorded.
Create Estimate from Job Booking page
Anybody have the Create Estimate from Job Booking page toggled on? What kind of business units are you using it for? Have you run into any issues allowing CSRs to build an estimate for the tech from the office?We don't give out pricing over the phone...
Location Naming Best Practices
We are trying to create a standard naming procedure for locations and wanted to see what everyone else is doing.Right now we create a tenant and location with the same name but that throws it off when "Jason's vacation home" gets sold and has a new o...
