- 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.
- From your target property record, select the Service tab indicated below by the red arrow.
- 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.
- 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.
- Take a moment to review all examples of property-specific notes in Steps 3 & 4.
- Your property-specific notes will end up in the dispatch and the mobile application.
Click here to view the property-specific notes in the mobile application.
Congratulations -- you are on your way to creating a more efficient and transparent process!
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