Set recall, warranty, and lead job booking guides

Overview

You can allow your Customer Service Representatives (CSRs) to book recall, warranty, and Technician-Generated Lead jobs, as well as provide guides on when they should do so. When configured, this feature allows your CSRs to see prior jobs completed for the customer, select which job caused the issue or generated the lead, and then book a new recall, warranty, or lead job. Once the job is booked, it’s automatically linked to the original job.

If you’re not using guides, your CSRs can still book recall or warranty jobs from the original job. For more, see Book a recall or warranty job.

Things to know

• After selecting a Customer Record who you previously completed a job for, your CSRs can click Learn More to see guidance on how and when to book recall, warranty, or lead jobs. For example, you can add helpful information that states your service calls have a 30-day recall period, but your installations have a 90-day recall period.
  

Set recall, warranty, and leads guides

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Operations > Job Booking.

3. On the Job Booking screen that opens, scroll down to the Recall/Warranty/Leads Instruction section and ensure the toggle is turned on for Enable linking Recalls, Warranties, and Leads from the Calls page.

   Note: By default, the toggle for Enable linking Recalls, Warranties, and Leads from the Calls page is turned on.

   

4. Enter your policies for when and why to book recall, warranty, and lead jobs.

5. When finished, click Save.

Note: When you enable the Customer PO # option, your CSRs can add the customer’s purchase order number during the job booking process.

Want to learn more?

• See Call Booking

• See Book a recall or warranty job

• See Book a job from an employee lead