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...