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ID242 - Switch Call Type to Meet Activity Type Overview & Sample (In Development)

Change Call Type to Phone Fix when Activity Type is also Phone Fix

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Overview

Overview

For dealers who use Remote Tech, RT has a Quick Labor button to handle phone fix calls. Pressing the button records dispatch and arrive times and changes the activity type on the labor record to Phone Fix instead of Standard Labor. Tools like BEI shows phone fix calls as Avoided calls (no customer visit), but they require the call type to be Phone Fix instead of Customer Call. Often techs can’t change call types, and dispatch may forget.
This will automatically switch the call type to Phone Fix when the activity type is change to Phone fix.

 

Run Schedule:  TBD

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

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Alert Functionality

Alert Functionality

1. Alert just in stage of considering development. Subscribe today if you're interested.

 

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Best Practices & Tips

Best Practices & Tips

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Related Alerts

Related Alerts

None at this time

 

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Task App

Task App

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