Phone calls to customers from the field

LL
New Contributor II

Please tell me there is a way for my techs to call customers back after an estimate has been sold and the job is completed. 
Many times they need to follow up and call a customer after the customer has approved an estimate. 
Support tells me only way to accomplish this is via an appointment being added to the schedule and the tech uses that to call back customer. 
This is super cumbersome. It would be so much easier if there was a permission to allow the tech to call from the history screen similar to follow ups. 
If anyone has a work around or knows of a better process please let me know. 

1 ACCEPTED SOLUTION

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If they go to the follow up tab and change the filter to include WON opportunities, they should be able to access! 

2022-06-16.png


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

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1 REPLY 1

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If they go to the follow up tab and change the filter to include WON opportunities, they should be able to access! 

2022-06-16.png


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions