Job booking FAQLast updated on 01/05/2023
Sales and install jobs
How do I book a sales call to provide an estimate to a customer?
What do you do if a sales technician goes on a sales call and makes the sale?
What do you do if a sales technician sells a job and can immediately do the installation?
What do you do if a sales technician goes on a sales call but does not make the sale?
How do you have daily totals for accounting purposes?
How do you track forms on each job?
How do we book a multi-trade installation if we have one business unit working on the job for three days, and a different business unit doing two days of work?
What do you do if a multi-day installation involves the same business unit and job type?
What do you do if a sales technician goes to an A/C repair and instead sells a new system?
Managed and non-managed technicians
What do you do if a non-managed technician is dropping off materials and setting up the job site before your lead installer arrives for the day?
What do you do if a non-managed technician is going to deliver a part to an install crew who’s already at the job?
What do you do if a customer calls to schedule a one-day install from a sold estimate that will require two managed technicians?
What do you do if a managed technician goes out on an installation and on the same day, another managed technician comes to help for a couple of hours?
Special order parts
What do you do if a service call requires a special part to be ordered?
Recalls, warranties and leads
How do you measure your technician's performance in generating leads?
What do you do if a technician identifies an opportunity while on a job for a different trade?
What do you do if a technician is sent to an old job to replace a part that is under warranty?
What do you do if a technician goes to a job where one of your technicians had previously done work because the customer called to say the issue hasn't been fully resolved?
What do you do if a recurring commercial service takes multiple days to complete?
How do I invoice our customers for each day of work completed on a job?
What do you do if the customer needs to cancel temporarily, and we don't want to lose all of the items on the invoice?
How do I keep track of the material installed and who installed it for each day of work on a multi-day job?
What do you do if we do annual maintenance for a customer and find that something is wrong with the unit?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.