Skills Process Gap
If you book a Recall, Lead, or Warranty the system won't pick up if a tech has the skill for the job type being selected. Skills is only useful in the call booking screen.
If you book a Recall, Lead, or Warranty the system won't pick up if a tech has the skill for the job type being selected. Skills is only useful in the call booking screen.
Suggestion: Have a section on the customer's page that shows us what types of promotional messages have already sent to the client. Marketing pro allows you to quickly see what types of email notifications a client has been sent. Having this same fun...
What are your best practices for what your CSRs do when they are not on the phones? Thanks so much for your thoughts!
Hi - can ST implement a fix that would prevent call recordings from attaching to the wrong customers account? What happens, is when an inbound call comes in, if the CSR was working on another customers account, the call recording attaches itself to e...
Is anyone using Zapier to create a calendar event when a job is booked?
Is there a way that we can add a delete "trash can" next to the recurring events? to open each one individually to delete after they have been completed or expired is so annoying and time consuming. If there was a simple delete can for each one that ...
Under "Scheduled Appointments"It seems it would be best if the "Scheduled Appointment" order was reversed.We have an ongoing job which currently has 59 Appointments booked.This job will end with approx. 150 Appointments.It certainly seems it would be...
Some of our customers are a part of a home warranty program and we need to have them sign an authorization form before any work is completed. We'd like to be able to send it upon scheduling as a kind of way to confirm the appointment. I have it creat...
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07-25-2024 06:45 AM | ||
07-18-2024 12:18 PM | ||
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06-13-2024 06:44 AM |