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Dispatching Phase 1 - Update - 3-18-21


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    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
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