Job Planning & Management Ideas Portal
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.
Adding minneapolissaintpaulplumbingheatingairinc
Adding williamsplumbing
tridentplumbingdrainllc
adding legendairheating
adding doneplumbingheating
Adding rockheating
adding mreaiossavincent
waterdoctorofwashingtoninc has requested this feature as well.
trinitywaterandseptic requested this feature
another masterminds request
requested on masterminds
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.