Skip to Main Content
Job Planning & Management Ideas Portal
Status Future consideration
Created by Guest
Created on Apr 30, 2019

Allow technicians to make outbound calls to customer after job is completed

What problem is the customer facing?

The customer is facing an issue where they would like their technicians to be able to make an outbound call to their customers even after the job has been completed when no estimates were created on the job. The system currently only allows them to call out if the job is still in a scheduled, dispatched, or working status or if they created estimates on the job. Because the technician might need to get in touch with the customer again even after they leave, the customer would like for them to still be able to make those outbound calls.

Why is it useful?

Allows technicians to follow up with their customers after the fact.

Who would benefit from it?

Technicians and office users (who wouldn't have to make outbound calls for their technicians on completed jobs)

What value does it provide the business?

Streamlines communication between the customer and technician

Do you have a recommended solution?

Create a permission to allow certain techs to call out even after the job is completed.

  • Attach files
  • Guest
    Reply
    |
    Sep 15, 2023

    Adding minneapolissaintpaulplumbingheatingairinc

  • Guest
    Reply
    |
    Sep 4, 2023

    Adding williamsplumbing

  • Guest
    Reply
    |
    Dec 1, 2022

    tridentplumbingdrainllc


  • Guest
    Reply
    |
    Jun 15, 2022

    adding legendairheating

  • Guest
    Reply
    |
    Jun 10, 2022

    adding doneplumbingheating

  • Guest
    Reply
    |
    Mar 9, 2022

    Adding rockheating

  • Guest
    Reply
    |
    Mar 8, 2022

    adding mreaiossavincent

  • Guest
    Reply
    |
    Feb 3, 2022

    waterdoctorofwashingtoninc has requested this feature as well.

  • Guest
    Reply
    |
    Nov 16, 2021

    trinitywaterandseptic requested this feature

  • Guest
    Reply
    |
    Jul 15, 2021

    another masterminds request

  • Guest
    Reply
    |
    Jul 15, 2021

    requested on masterminds

  • Admin
    Areni Mahdessian
    Reply
    |
    Mar 3, 2020

    Will consider it, but not high enough demand right now to prioritize -- but would need to think about potential permissions or other issues this might cause.

  • +4