When booking in a call, I like to copy and paste exactly what the client said sometimes from their chat message or their email. I've noticed that for the past few weeks I haven't been able to do this. When I try to paste it into the job summary, it j...
What is the best report to identify the total number of jobs booked. I can identify how many jobs dispatched by business unit but I cannot get an accurate number of jobs booked prior to any cancellations which obviously exists. I can due without this...
We have some people in the office who should be limited to who they can assign to jobs such as managers. For example, new office people may not know that they cannot book the service manager for just any service call.
I discovered an issue this morning where a customer is showing up in the general search feature but not when searching in the call booking screen. It is not coming up under their name or their address. I tried reaching out to support but have been di...
to have the calls just trigger you so that you do not loose what you have done?
The issue being experienced is in regards to filling out information to add a new customer in to the system during call booking.If I add a customer's name, address, and phone number (usually the one the call came in on) to the initial appropriate fie...
Something I'm working with support on, but I don't know if it will ever make sense without being able to show them. So I figured I'd try and explain our problem here, see if anyone else is experiencing the same thing, and/or has found a workaround/so...
I am using the older version and with the recent update, I am not able to add contact information on the customer page. When I am on the Edit customer page, I click Edit Contact Methods and it kicks me back out to the customer page. Is there a correc...
To be clear - I only classify the calls, so I do not know the proper workflow beyond a few videos I watched. But I'm finding that our CSR'S will add a new customer to the system, then they will confirm a date & time with a person, yet I cannot find a...
Howdy everyone!So, as most of you already know, last night there was an update that changed things around on the Job Booking screen.My 3 dispatchers are not happy with the change as it makes things harder for them now, not to mention the area is smal...
