Posts

Resolved! Multiple jobs on the same appointment?

Brand new, so I apologize if this has been answered elsewhere. We have several instances where a client would like to have multiple services done at the same appointment. For instance, we could have a tech that could be asked to clear a drain while h...

DebraDay by New Contributor
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  • 2 replies
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Real CRM Company and Contacts

Many of us sell/work as Sub-Contractors to contractors or businesses that have multiple contacts within that customer category. It would be very helpful to have some real CRM capabilities like a Company Name and Multiple Contacts with contact informa...

dnichola by New Contributor
  • 1582 Views
  • 2 replies
  • 3 kudos

Skills Process Gap

If you book a Recall, Lead, or Warranty the system won't pick up if a tech has the skill for the job type being selected. Skills is only useful in the call booking screen.

adeedo_w by New Contributor II
  • 1580 Views
  • 0 replies
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Resolved! CSR Downtime

What are your best practices for what your CSRs do when they are not on the phones? Thanks so much for your thoughts!

bfoster by New Contributor III
  • 10437 Views
  • 15 replies
  • 1 kudos

Easier Delete option

Is there a way that we can add a delete "trash can" next to the recurring events? to open each one individually to delete after they have been completed or expired is so annoying and time consuming. If there was a simple delete can for each one that ...

danielle14 by New Contributor III
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  • 1 replies
  • 0 kudos