This might be a dumb question, but if we get a customer call that comes from outside of our service area, is there a way that the CSR can know almost right away whether or not we can service them? That way we're not taking down all of their info, fil...
Anyone else think some sort of autosave function is valid with call taking / call bubbles? As it stands now, if a job booking in process has to be transferred to another employee, and that second employee takes over the call bubble, all of the inform...
Interested in knowing what everyone does for their multiple phone numbers as I have not memorized each one. For example: If i leave a message for a client I tell them to call back our "main number" instead of the Google tracking number that they orig...
We would really like to see if we can click on an open space on the dispatch board and book a job for a certain customer. That would be a huge help!
I would really like to see ST classify the call when rescheduling the appointment time. Currently, unless you add a note on the account somewhere, the bubble will not close when rescheduling an appointment. This can be a bit tedious when fielding hun...
We use the schedule to book jobs. There doesn't appear to be a way to denote when a technician is taking PTO on the schedule. Am I missing something?
My company is finding the "Arrival Window" and "End Window" an absolute nuisance... It is taking twice as long to book a job, and that is only if it does not kick you back stating you did not enter it (even if you did). We wish they would make this f...
Can we have a notification besides the green bubble, like the whole page light up or there be a sound something that indicates a call is coming in. Often I am multitasking and not all of my calls have bubbles so I am not constantly checking to see if...
I love the idea of the customer portal, but we have customers reach out to us weekly saying that the portal has not been working for them. Many customers receive this error message and we never know what to do. Is anyone else having this issue? Any i...
When using Capacity planning, there is a flaw in that the schedule covers up the Team name assigned to each section of Technicians when viewing the Dispatch Board. Can you please fix this snaffoo so that we can see the team names in their entirety ev...
