03-21-2024 11:05 AM
I am really not sure how I missed out on this for so long...but in a Spark Session today, I learned I can make custom fields required for scheduling! HOLY COW this is a game changer!
What are some of your favorite custom fields that are required when scheduling?
04-25-2024 06:35 AM
We LOVE using custom fields!! Your right!! HUGE GAME CHANGER!! Using this helps prepare our team to create a perfect service call!
04-04-2024 03:52 AM
Age of Equipment
# of Systems (maintenance job types)
Permit Number
Door Code
Gate Code
When did you change the filter last?
03-21-2024 02:51 PM
We love custom fields!! "Square footage of home", "Are you the owner" and "Are you a member of our Comfort Club" are just a few we use.
Did you also learn about how they can be required for some job types and not others? That was a huge thing to learn!
03-21-2024 01:19 PM
We edited the "Water Heater" Job type to have custom fields to fill in what type, size, location, etc
03-21-2024 11:11 AM
"Who Called in" !!