I enabled this feature thinking it would be good for CSRs/Dispatcher to
verify if new calling customers were within our service area, so I set
up the zones, with zip coded, city names, etc, and turns out this
feature wont allow you to book calls on e...
We deal with large property management companies and they have a special
pricing (hourly labor) and I am trying to figure out a way to configure
my Pricebook without having to duplicate it entirely and a dynamic
pricing rule for them.
You can create your own report by calls and direction as inbound and see
campaign, csr, etc and schedule it to receive it automatically or on the
legacy reports there is a Call Volume by day and by hour report, you can
also schedule it to receive wee...
Have you tried clicking on the 3 dots and then "switch to old
design"??or if you are only looking to remove the flyout when clicking
on a job go into the dispatch board configuration and disable the flyout
Make sure that you used the renewal task, my techs then to use the sell
task and not the renewal, so technically they didn't renew the
membership, they "sold" a new one.You can verify by going into the
invoice were you renewed the membership and clic...
Hi, Performance pay is only available on the Works package. You will
find a commissions tab on each task/service and will be able to set the
% of bonus you are looking to give to all your techs.If you are planning
to pay techs different % of commissi...