Book a job from an employee leadLast updated on 09/14/2022
If you’ve set recall, warranty, and lead guides, you can book a new job from the Call Booking screen as a lead, automatically giving the technician responsible for generating the lead credit. If the lead was generated by a service technician while on a job, the new lead job is automatically linked to the original service job.
Things to know
If you haven’t set recall, warranty, and lead guides, you can book a recall or warranty job from an existing job.
Book a job from an employee lead
Answer the customer call as normal, and click the location for the job.
After you click the location record, you see information about the last time a technician visited that location.
Click Lead. Create a Lead opens. Tip: Click Learn More to learn more about how and when to select Lead jobs.
Select the job that generated the lead, and then click Next.
Select the employee who should receive credit for the lead.
When you're finished, click Save.
Note: The employee who generated the lead should receive credit for the lead. This employee may be different from the technician who completed the job.
The job opens, and is automatically set as a lead in the Job Summary.
Assign, dispatch, and complete the job as normal. Tip: Click on the Lead indicator in the Job Summary to see the original job.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.