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jbehrman · 10-07-2022

We work with several programs that have different requirements. We tag the customer and location with the program type so our field guys know which protocols to follow. It would be nice to have the option to add tags when creating a customer. As well...

jbehrman · 06-05-2019

These technicians are non-revenue generating, and we do not want to have them as managed technicians

jbehrman · 10-04-2022

This has happened to me before! I have also found that if I search by less criteria, the customer will pull up. Or by the phone number.

jbehrman · 06-08-2021

What we started doing to overcome this is having the non managed technician click "done for now" and then the dispatcher assigns a managed technician and closes the job out.

jbehrman · 06-05-2019

Jennifer, Right now we have been using the "Done for Now" feature for this situation. It doesn't send any alerts, though. It will be flagged on the dispatch board in yellow. Please let me know if you find another way to flag this situation!

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Customer Tag Option at Creation

Is anyone else running into an issue with non managed technicians not being able to close a job? With the new update, they are having difficulty closing a job from their mobile unless we manually go in and change the technician to a managed technician

Re: Call screen

Re: Is anyone else running into an issue with non managed technicians not being able to close a job? With the new update, they are having difficulty closing a job from their mobile unless we manually go in and change the technician to a managed technician

Re: Service Parts Install. Technician to return with a part to install.