We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...
All of a sudden, our arrival windows are now separated by business units. We did not change any settings. All window times are set to "All Business Units". Our arrival windows are the same, regardless of business units. Can we change this back to how...
Is it possible to use scheduling assistant when you use overlapping arrival windows? Do we need to change our windows? Currently, ST thinks that techs already have a job scheduled during that time if there's a job scheduled in overlapping window. Our...
My company is finding the "Arrival Window" and "End Window" an absolute nuisance... It is taking twice as long to book a job, and that is only if it does not kick you back stating you did not enter it (even if you did). We wish they would make this f...
As I have been learning about the custom fields, I've learned how to add custom fields to certain areas, but would love to be able to customize our call booking screen to delete/deactivate the Start Time & Priority, which I've been told are Service T...
What are your best practices for what your CSRs do when they are not on the phones? Thanks so much for your thoughts!
