An alert to trigger when service calls of a certain call type or call type category have been completed or invoiced.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will advise when calls of Call Type Category W or Call Type X have been completed or invoiced. It can be used, for instance, to keep your install team advised when equipment is ready to move on to the next step in the install process, or in any instance where someone needs to know a call is completed. It will also advise the Sales Rep linked via Job to the Service Call if you are using that practice.
If it fires on call completion, the alert will NOT fire again when the call is invoiced.
Run Schedule: Every 15 Minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Call Type Categories - List the call type categories for the alert to trigger on. Leave the variable as N/A to not trigger on any call type categories.
Variable X: Call Types - List the call types for the alert to trigger on, separating multiple types with commas. Leave the variable as N/A to not trigger on any call types.
**If both Variable W and Variable X are left as 'N/A' the alert will not have anything to trigger on**
Variable Y: Branch Number - List the branch numbers for the alert to report on, separating multiple branches with commas. Leave blank to trigger for all branches.
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Alert Functionality
Alert Functionality
1. The alert will trigger for service calls that are completed or invoiced for the call type category specified in Variable W. There are seven set service call type categories; you are not able to change these categories or add new ones.
The available Categories are:
CC - Courtesy Call
CM - Corrective Maintenance
IR - Install/Pickup
O - Other
PF - Phone Fix
PM - Preventative Maintenance
SH - Shop Call
2. The alert will trigger for service calls that are completed or invoiced where the call type is one of the ones specified in Variable X. Call types in e-automate can be viewed by going to Tools - Lists and Codes - Call types:
3. If the alert triggers when the call is completed, it will not trigger the alert again when the call is invoiced.
4. If you are using jobs to associate a sales rep to the service call, the alert will send to the contact listed on the job:
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Best Practices & Tips
Best Practices & Tips
1. See the documentation here for best practices on setting up call types in e-automate.
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Related Alerts
Related Alerts
ID214 - Install/Pickup Call Type Category Calls Closed
ID266 - Notify Sales of Service Call Status by Call Type
ID656 - Call Opened of Call Type Category or Call Type or Priority or Bill Code or SLA Code
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