Business owners: Never miss prep before service visits
Business owners: Never miss prep before service visits
Service coordinators miss prep when appointments are booked, causing missing parts at start. It creates a repair-order task at booking so coordinators have parts and documents ready.
Overview
Missed prep leads to delayed repairs and frustrated customers. This workflow creates repair-order tasks as appointments are scheduled, ensuring coordinators have parts and documentation ready and preventing last-minute scramble.
Notable Features
- Create repair-order tasks on booking
- Assign tasks to service coordinators
- Attach parts and documentation checklist