This morning we were notified by an angry customer that a Job Completion Survey text went out to them at 1:17 AM (6/27) ... for a job that was completed on 6/24... I saw other similar posts in ST Masterminds and was wondering if ST could confirm this...
Occasionally we have technicians mark a job as "Completed" when they should have marked it "Done for now"Is there anyway to change the status from "Completed" to "Done for now"?
There should be a delete option for when you create an estimate you can delete it.For example, if you select the wrong customer and start to create an estimate. The solution would be to delete it.Or if you start to create an estimate that is no longe...
Hello,I was wondering if anyone else was curious about triggering alerts on forms for questions or items in the form if it is filled out. To better explain I have created a Happy Call form that my CSR fill out when we do happy calls to customers abou...
Currently a mobile side user can enter notes and then select from a drop down the area they want the notes to go - Job, Customer or Location. However, Only 1 selection is allowed.Please make it available for mobile side users to choose all 3 or a com...
Looking for some fun and creative Job Ads. We all know that people coming out of the trades is minimal today. It's becoming harder and harder to find people. What ideas for being creative have worked for you? How do you attract people when there are ...
When a job is booked, we take the materials and put it on tech's shelf and then they go ahead and put it on there truck. How do other companies verify the material has then gone into the techs truck? Is there a tag you create?
We currently have triggers on most if not all our job types to make techs fill out before completing a job, however we are noticing that our techs can bypass this or the forms are not populating. I am also noticing that when they do get a form the mo...
We are having a problem with techs being able to properly charge material to a job via the mobile ap. What’s happening starts with how we build service tasks. When we build these, we try to include the equipment and materials normally required to com...
When I am batching a recall job, I am also confirming that dispatch opened the job properly and added the recall in the edit screen. I may also need to refer back to the original tech notes to see if this is really defined as a recall (Is this a tech...
| Subject | Author | Posted |
|---|---|---|
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM | ||
| 06-04-2024 08:50 AM | ||
| 02-02-2024 05:22 AM | ||
| 01-23-2024 08:11 AM |
