Custom report to show customers who have called in to request an update on a service call.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
This is a custom report you run on demand directly from eAutomate, reports who have called in for an update on their service call, and want the technician to call. This requires your dispatcher to add a note on the call (using a specific note type) for the technician to call the customer. This report looks at the data from ID183. Click this link for an overview of ID183
This can be used for training purposes, management meetings, and in monthly/quarterly technician meetings to help improve efficiency overall and obtain customer satisfaction.
Run Schedule: On demand
Type of Output: On-Demand Custom Report
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Sample
Sample
Shows who does/does not have the selected NoteType, and if there is a note, what the message is.
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Variables
Variables
This report has no variables.
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Alert Functionality
Alert Functionality
1. This report depends on the data entered for ID183, which sends an alert to the technician when the customer calls for an update. As part of this process, the dispatcher adds a note to the call, with a specific note type, to indicate that the technician should call the customer. See the details on this process here.
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OnDemand Report Filters
OnDemand Report Filters
1. Filters:
- Date range,
- Specific technician,
- Customer,
- Equipment number
- Note type
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID183 - ETA Request from Customer
ID859 - Ensure the Tech Calls the Customer with an ETA
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