04-19-2024 11:06 AM
Does anyone use the capacity planning feature and is it beneficial once you get it going?
04-23-2024 06:56 AM
We would like to try this! However, we found out we can only assign one business unit to a technician and we have several that do service and installs and new construction. Some also do gas plumbing. How do you all work with this?
04-23-2024 07:17 AM
You can group BUs in this case so it will still work
04-19-2024 12:11 PM
Hi- Yes. We use it and have been for over a year now. We love it and it saves the CSR's so much time during the day as well as training new CSR's. We were hesitant at first and have never looked back. We are so happy we made the decision to use it.
10-10-2024 10:41 AM
Are you using Ideal booking percentages?
04-19-2024 11:20 AM
Yes! It saves your CSR's time trying to look at the board and decide if and when there is availability. Also allows for accurate web and google bookings. It does require some maintenance like making sure shifts stay accurate and up to date and holiday shifts are scheduled to block off time. If you know a heat wave is coming and need to leave room for emergency service you can manually reduce capacity also!
04-19-2024 11:13 AM
We use it when you take your time and set it up correctly it helps makes scheduling faster and more accurate for online booking. I would recommend reaching out to your CSM or setting it up with the KB article to make sure everything is in place. Use the Article to help - https://assets.ctfassets.net/3q1a0w8cwuwf/2M6iZz5dz2KJBVlSBFQzWS/9c9cf6419aa3756898b98045eeae4b88/AC...