Work Tickets
- Effortless "Reason for Call" selection, which includes estimated time per task and technician skill levels for intelligent technician routing; Dispatches are less prone to overbooking or under booking technicians schedules;
- Predefined Dispatch notes can be selected with our Standardized Notes feature:
- Field and office communication is seamless and standardized;
- Our standardized notes make call taking quick and easy and reduce errors;
- Calls can be scheduled faster and CSR's can provide better customer service;
- Standardized notes are user definable, editable and are a great way to deliver a consistent message to your field employees;
- Increase up selling and crossing selling opportunities:
- Office personal and field technicians have easy access to all previous declined work;
- CSR's and technicians can view and assign Previous Recommendations to the current service call they are on;
- Sending different technicians to a jobsite is a breeze as they are always prepared and know exactly what was previously quoted;
- Integrated Flat Rate Book and Time and Material Pricing. No more flipping through outdated price books. Office Personal and field employees can quickly quote repairs, service agreements and even equipment replacement pricing all customizable to meet the needs of your business;
- Integrated Mapping using MS MapPoint which allows office users and field technicians to quickly access driving directions;
- Step by step work flow allows for easier call taking and less errors;
- Ability to track additional customer information with multiple note fields:
- Spell check all notes to reduce spelling mistakes and increase professionalism;
- Assign multiple technicians for multiple days;
- Numerous user definable drop down fields, which allow for sophisticated filtering, dashboards and reporting. Some of these fields are:
- Service Type: Track number of demand service calls, warranty calls, maintenance calls, etc;
- Call Back Category: Easily define the areas your technicians need training in. User definable call back categories like- Low Voltage, Refrigerant Problem, Customer Service Related, Failed Inspection Item, etc.
- Department Class: All tickets are assigned to a department for reporting purposes and proper integration to QB
- Lead Source: Easily assign proper lead source to each work ticket so advertising /marketing campaigns can be calculated
- Capturing of customer signature and technician signature;
- Industry specific forms:
- Quality Control Checklists;
- Liability Refusal forms;
- Various types of Service Agreement Contracts;
- Diagnostic Result Sheet;
- Customer signs preapproval work form prior to completing repairs