03-21-2024 11:07 AM
What are some of your favorite custom fields that you require for scheduling?
04-10-2024 12:00 PM
A "Do not serve" customer 🙂
04-04-2024 03:53 AM
Permit Number
# of Systems in the Home (only on maintenance Job Types)
Door Code
Gate Code
Yard Sign (Install job types)
Age of Equipment
When did you change the filter last?
03-22-2024 02:24 PM
We use a custom field for Age of Equipment so we can easily identify which tech to send and which calls are replacement opportunities.
03-22-2024 01:40 PM
I've also heard that some people put the AGE of equipment as a custom field. Excited to see what others are using.
03-22-2024 01:38 PM
We have a custom field for "Referrals" so we know who referred the customer to us. Then we can pull a report and send a thank you card.
04-04-2024 05:28 AM
We do this one as well 🙂
03-22-2024 05:35 AM
We use "Member since" that is required for all Membership job types