Many of us sell/work as Sub-Contractors to contractors or businesses that have multiple contacts within that customer category. It would be very helpful to have some real CRM capabilities like a Company Name and Multiple Contacts with contact informa...
when a previous customer calls in using one of our campaign numbers. Is there a setting we can use that when a previous customer calls in, that would automatically change the campaign to "previous customer"?
We are currently using the arrival window booking system, (IE- "We have you all set up in our system with an arrival time of 9am-11am.") We want to move away from providing a time we will be heading out to the property. Does everyone on here provide ...
I have a form required for a specific job on estimates and again on invoices. Does this mean the technician will have to fill that form out twice or will the estimate form populate in the invoice form? We put it on the invoice in case they skip the e...
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 ...
| Subject | Author | Posted |
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| 02-14-2025 05:37 AM | ||
| 11-26-2024 01:37 PM | ||
| 11-13-2024 07:21 AM | ||
| 09-16-2024 01:14 PM | ||
| 07-29-2024 07:42 AM |
