WaterlinePlumb
New Contributor II
since ‎05-13-2022
‎11-15-2024

User Statistics

  • 7 Posts
  • 0 Solutions
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  • 9 Kudos received

User Activity

My guys and I are wondering why we can't make an outbound call to a customer from history? after the job is complete, we can see contact details but can't click the buttons to call. that means a tech that wants to call a customer to check if the repa...
I'd like my guys to be able to look up and call customers/ be able to see jobs that they were not necessarily assigned to. I keep running into situations that a job is estimated but not necessarily booked. I would like one of my leads to call the cus...
Record outbound calls before entering info: It would be great to be able to record an outbound call before adding customer information. We often get after hour calls from our call center where the customer is leaving a number an declines to leave all...
When creating estimate templates, there is no way to move items within the estimate up or down your list of items. The big difficulty in this is when you duplicate the estimate and want to change an item, it adds the item to the bottom of the estimat...
Currently, when you book a job.. the guys payroll (hourly) reflects when they log in and out of jobs as I would expect. But..... If I add a non job item on dispatch ie staff meeting, payroll reflects the time on dispatch regardless of how long it act...