Book a recall job from an existing jobLast updated on 05/03/2023
If a technician completes a job but the problem that the customer had persists, you can book a recall job (sometimes called a callback job). A recall job means the technician is essentially redoing the same job and working on the same issue as in the original job.
Things to know
You can only recall jobs that have been marked as completed. To make changes to an upcoming job, see Reschedule a job.
You can tell that a job is a recall from the R next to the bill-to name.
Because additional sales or revenue are not expected from them, recall jobs are automatically be set as N/C (No Charge) jobs.
If you've set up recall, warranty, and lead job booking guides, you can book the job as a new job. For more information, see Set recall, warranty, lead job booking guides.
Book a recall job
Find and select the completed job from which you want to book a recall job.
On the top right of the screen, click Job Actions and select Recall from the dropdown.
On the Recall Job pop-up, enter the relevant information, then click Book.
The job you create automatically attaches to the original job as a recall.
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.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.