How many of you are using custom fields on your dispatch board?
What are your some of your custom fields? (We would really like to know if you don't mind sharing)
Some of ours at Fluesbrothers are:
Below are additional questions that aren't required 😁
We are really interested to hear from you!
We don't use custom fields specifically, but we do have a prepopulated summary for different job types. For a level one inspection, this is our prepopulated summary text that the CSR is expected to go over with the customer at the time of booking:
What prompted customer to call?
When was last inspection/sweep?
How old is the unit?
How many fireplaces/chimneys do they have?
How many do they want inspected?
What kind of fuel? (wood, gas, electric, pellet, etc)
Is chimney interior or exterior?
Is roof walkable? (what material?)
How many stories is the home?
Is this a real estate transaction? (If yes, buyer or seller)
Office/CSR note: If customer does not have email on file, be sure to advise of cancellation fee if they cancel day of.
Any additional info:
It works quite well for us and of course is customizable to the customer as needed and gives the tech all of the info for the job in the summary notes. We haven't really been using custom fields much yet, but I may have to do some research into the benefits of using those over our current system since it seems many of the questions are similar.