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Let the staff & tech know to call ahead before arriving at a location
Let the staff & tech know to call ahead before arriving at a location

Create a Status, change the Location Name or create a service

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Let the staff and techs know to call a customer ahead of arriving by putting the information in the Service Instructions or in the Location Notes. The problem with this is the tech has to open the Work Order to see that instruction.

To make it easier for everyone to see this instruction, place that information in a place where the they can see it from the calendar screen without needing to open the Work Order.

Key Points

Do one of the following:

  • Create a Status

  • Change the Location name

  • Create a service such as Call Ahead Before Arriving.

Create a Status

  1. Click the New Status button

  2. Type in the status, such as PHONE AHEAD

  3. Give it a unique color that is different from your other status colors

  4. Let it act as Scheduled

   6. Apply the status to the customer's Work Order

   Note The techs must reload data in the mobile app for them to see this change.

  1. Save any unsaved Work Order in the mobile app. 

  2. Tap Save in the upper-right corner of the open Work Order. 

  3. Tap Save & Exit

  1. Then, from the Calendar, tap the menu in the upper-left corner (the three lines)

  2. Tap Settings

  3. Tap Reload Data

  4. Tap Ok or Allow to any messages

It will appear in the mobile app as follows with the correct color and the first letter (P) indicating to phone ahead:

Put the instruction in the Location Name

  1. Verify there's a check mark in [x] Show location name instead of customer on schedule and work pool

  2. Select {location_name}

  3. Click Save

  4. Edit the customer's location page

  5. Update the customer's location name

It will appear in calendar as:

And in the mobile app it appears as:


This is good when you have to call the customer ahead of time for each visit.

Put the instruction in as a service

If a call ahead is not necessary for each visit, follow these steps:

Create a new service and name it Call Ahead Before Arriving, and add it as the first service line in the Work Order.

Create the Service

  1. Click the New Service button

  2. Type Call Ahead Before Arriving in the Description text box

  3. Give the service a price of $0.00

  4. Click the Create Service button 

Add the service to the Work Order as the first line:

Save the Work Order. It will appear in the mobile app as:

Note The techs must reload data in the mobile app for them to see this change.

  1. Save any unsaved Work Order in the mobile app. 

  2. Tap Save in the upper-right corner of the open Work Order. 

  3. Tap Save & Exit

  1. Then, from the Calendar, tap the menu in the upper-left corner (the three lines)

  2. Tap Settings

  3. Tap Reload Data

  4. Tap Ok or Allow to any messages

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