search shadow

Menu

Articles in this section

See more

Dispatching Phase 1 - Update - 3-18-21

Avatar
Brian Starzec
  • Updated
Follow

Please watch the video below for an update on the design to the Create New Service Call Screen.  Based on the discussions, we have made some adjustments to the layout and are adding additional functionality that we feel will better help you service your customers.

Video

Summary of Changes from Previous Design

There are 3 sections on the left hand side:

  • Unfinished Business
    • Contains all Open Invoices (Invoices with status of Work Authorized or Complete and Not Paid)
    • Contains all Open Service Calls
  • Recommendations
    • Recommendation Notes
    • Declined Items from Previous Invoices
    • Not Authorized Invoices
    • Service Agreements coming up for renewal within 1 month
  • History
    • Time line of past activity - invoices, calls, etc
    • Information is organized by Call

 

Notes

  • The recommendation note will be flagged on the Customer Notes section just like how we designed the "Priority Note".  The icon will be a dollar sign - click it and the note becomes a Recommendation that will be displayed here.  Unclick it, and while the note remains, the recommendation is removed.
  • The information on the right hand side is for the current location only.
  • Unfinished Business will be Red if there are any open calls or open invoices.  Otherwise, it will be grey.
  • Recommendations will be Yellow if there are any recommendations.  Otherwise, it will be grey.
  • History will be Blue if there is any history.  Otherwise, it will be grey.

Related articles

Comments

1 comment

Sort by Date Votes
  • Avatar
    Mike Roberson

    This is looking great! Here are my recommendations.

    Recommendations Bar:

    • Add an ignore button that removes or pushes it to the bottom of the list
    • Add the invoice Customer Notes to Not Authorized Invoices
    • Allow Push to Appt Tech Notes on Recommendations (the "copy to notes" function)

    History Bar:

    • Group by Month if less than 12 months ago
    • Group by Year if greater than 12 months ago
    • Add Simple Export for Customers that need basic service history (selling property, taxes, etc.) and include the date, service type, inv#, & amount.

    Boxed Area:

    • Add Equipment Type (AC, HP, Furnace, Elec. Heat, Tstat, Etc.) so the dispatcher can advise the customer on the unit operation.
    • Merge Notes & ToDos into one box. Differentiate items by flagged, dollar sign, or general.
    • On Hover Over Option: include Phone Scripts (FSA, Filters, Equipment Operation & Type) and Filter Prices
    0
    Comment actions Permalink

Please sign in to leave a comment.