The call back feature allows the ability to add a Call Back Visit to finalized jobs.
Example: A customer calls to tell you that the issue isn’t resolved. The callback feature allows you to get another tech out to them without the need for a whole new job.
To add a callback:
- Locate the job that needs a call back.
- Go to the “Visits” tab, and add a new visit.
Note: The callback check box will be checked by default.
Once the callback visit is scheduled, the job automatically becomes un-finalized.