How to add a Callback

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:

1. Locate the job that needs a call back.

2. 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. 

If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

Chat with us

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