Consumer services ops: Tag first-time customers before dispatch
Consumer services ops: Tag first-time customers before dispatch
Dispatchers miss first-time customers on scheduled jobs, causing missed onboarding. Auto-tags flag first-time customers before dispatch so crews prioritize onboarding and no visits are overlooked.
Overview
Dispatchers risk inconsistent onboarding when first-time customers aren't flagged, which leads to missed service expectations. This workflow marks first-time customers on scheduled jobs so dispatch and field crews prioritize onboarding, reducing missed first-time follow-ups and improving handoffs.
Notable Features
- Tag scheduled jobs for new customers
- Detect customers with no completed jobs
- Notify dispatch and field crews