Or if you schedule the job for the same day without assigning a
technician it will fall in your "tray" under your dispatch. It will move
each day for approx 30 days until you assign a technician. under your
dispatch there are multiple options to filt...
adding an appointment is if you need to come back to complete the work
on the current job. If your tech presents the customer with an estimate
he can choose if the work will be performed now or at a later time. If
they choose now they will automatica...
You can add an appointment and close the first appointment, you can
always just put the job on hold, or you can add a new job to the project
and just move the invoice items that still need complete to the new job
and close the one you have complete. ...
you would transfer the location to the new customer account. ( Edit
Pencil>customer >{new owner account}click customer when they pop up) no
need to just transfer the equipment you can see all work history done on
that location even if they are new ow...
We just went through and cleaned our Job types up just a few weeks ago
and this is the list we landed on. ...No Cool/Frozen Normal2 hours
...No HeatNormal2 hours Edit..LeakLow2 hours Edit..MaintenanceLow2
hours Edit..No Hot WaterLow2 hours Edit....
