Adding Property-Specific Notes

Adding Property-Specific Notes

Adding property-specific notes can help create an efficient process for your team.  Property-specific notes can help in multiple ways.  This article will demonstrate how to add property-specific notes and explain how this practice can create an efficient process for your service team.

 

Step 1

From your target property record, select the Service tab indicated below by the red arrow.

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 Step 2

When you select "Service" at the property level it will highlight in blue, letting you know you are now in the "Service" tab.  Once on the "Service" tab, select the "Service" button on the left side of the page (once selected, the "Service" button will highlight in blue as well).  You will also notice 4 options underneath the Update button ("Not to Exceed", "Emergency Labor Rate", "Urgent Labor Rate", and "Non Emergency Labor Rate").  If you enter information into any of these boxes and click Update, the entry will take effect for every dispatch created from this point on (for example: if you added 2000 into the "Not to Exceed" option, every dispatch for this property will automatically add a "Not to Exceed" of 2000.  This will remain in effect until you delete or change the entry).  This will save you from having to add the "Not to Exceed" entry every time a dispatch ticket is initiated, and will be transparent to the service technician out in the field.

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 Step 3

As you scroll down the page, more options to add property-specific notes will appear.  All entries will be transparent to the service technician and will be listed on the dispatch ticket, allowing for complete transparency between the field and office.

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 Step 4

Take a moment to review all examples of property-specific notes in Steps 3 & 4.

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Step 5

Your property-specific notes will end up in the dispatch and the mobile application.

Dispatch:

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Mobile:

(NOTE: Click here to view the property-specific notes in the mobile application.)

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 Congratulations -- you are on your way to creating a more efficient and transparent process!

 

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