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plittlet · 02-11-2022

I would go ahead and put the ticket in, no not assign a technician. Schedule it for a week away or on Monday's and it will be on the bottom in the job tray in the follow ups. Open it call and if the part is still not here, move the date to the follow...

plittlet · 02-11-2022

Put the call on Pause and put in a non-event for the supply house

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Re: I am looking for the best way to keep track of customers and follow up with them. The customer is waiting on parts or is purchasing something for us to install. They are supposed to call us to reschedule. I don't want to rely on the customer to call me.

Re: When a tech is on a job but needs to leave to say go to the supply house, how do we account for that since the supply house is not a dispatchable option unless it is made an appointment. If my tech puts the job on hold, then he can no longer see the job.