How to use Call Taking

Step 1. Starting the call

Click the phone icon in the upper right hand corner:


Step 2. Find your Customer & Service Address

From this screen, you will be able to search and select either a service address or contact.

Once you find your customer, you will now be able to see their Customer Summary. This includes: Service address, Customer info, any open/recent jobs and outstanding balances.

Over to the right of the screen, you will see the following:

Customer: The customer record that you currently have pulled up.

Jobs Referenced: If you select an existing job for this customer while on your call, you will see those listed here as referenced jobs.  You can see the job number, as well as the job type. 

Call Notes: This is a one time note that is not accessible to the office, techs, or customer.  *In the future these will be accessible, however right now they’re only being saved to a back end database.*


Step 3. Create a Job

There are 2 ways to create a new job: 

You can click on the Job tab along the top of the screen, or you can click the New Job button in the bottom right hand corner

From here you can begin filling out the required information. Once finished, click on the Add button in the lower right hand corner:


Step 4. Add a Visit

Once you have your job created, you can now add visits. This can be done in 2 ways:

You can click the Visits tab, located across the top of the page or you can click the Visits button on the left-hand menu.

From here you can either click directly on the slot you’d like to schedule the visit for on the Dispatch Board, or you can use the Add Visit button in the lower right-hand corner.

If you click on an open slot on the dispatch board, you will then be prompted with the Schedule Visit screen. This is where you can confirm the tech, date/time and duration for the visit. 

If you click Add Visit you will be prompted with the same Schedule Visits screen, however you will need to manually fill in the assigned technician, date/time, and duration.

When you are finished, click Save in the bottom right hand corner. 


Step 5: End your call

To end your call, simply click on the X in the upper right hand corner. 

A pop up will ask you to please confirm. Click Yes.


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