The follow-up job feature lets businesses conveniently schedule and track follow-up visits or services. By scheduling follow-up jobs, businesses can take a proactive approach and address potential issues.
When to use follow-up jobs?
If you are servicing one location with multiple pools and they have different job types. Ex: Pool 1 needs repair and Pool 2 needs a new installation.
Follow-up on existing jobs for the same customer.
How to schedule a follow-up job
You can click on the job you'd like to schedule a follow-up job.
Click on Actions at the top-right corner of the page.
Select 'Schedule follow-up'.
Check that you are on the follow-up job page.
If the follow-up job is for a different pool, you can click on the 'Change' option beside the pool details to change into a pool linked to the same contact.
You may also change the job type to a different job type. Click on the 'Change' option within the Job type field to change. The follow-up job can also be assigned to a different technician.
Fill out the necessary job information.
Once you've finished, click 'Create' at the top-right corner of the page
You'll receive a prompt to provide a reason for the follow-up job.
Click on the 'Save' button.
The details entered in the "Reason for Follow-up" prompt will be included in the 'Job notes' field within the 'Job details' page.