Upon logging into the Dashboard, the Service Tab (the wrench icon) opens by default. The Service Tab is where all of the Opportunities and Service Requests are stored.
There are 5 subcategories to the Service tab:
Pending: Service Requests or Opportunities that have not been addressed or actioned
Snoozed: Opportunities can be snoozed for a later date. An example of a snoozed opportunity is when you have reached out to the homeowner to discuss an alert, but they don’t want to address the issue right away, or if they request you reach out again at another time. *You can snooze an opportunity for a custom time.
Scheduled: Service requests that have been scheduled/confirmed
Incomplete: Service Requests were the date has passed but there is no final action associated, or Opportunities that remained open but not actioned
Closed: Service Requests or Opportunities that have been completed, dismissed, or cancelled
You can open any Service Request or Opportunity, by clicking on it to view the details associated.
If you open a Service Request, you can see what the homeowner requested service for, their preferred dates and times, and any notes they left regarding why they needed service.
If you open an Opportunity, you get the homeowner information, the type of alert that was generated, and scripting for reaching out to the homeowner.
You can search for members’ Service Requests or Opportunities using the search bar located near the top right. Filters are also available to help sift through all of your requests and opportunities.
You can filter by:
Status
Distance
Type
Last Occurrence (of lead)
Unit age
Visit type
Service Category