🧑💻 Admin Feature
Oftentimes, an office manager will get started on a proposal before handing it over to a person in the field.
They carefully collect all the info needed on the Customer page to get a great head-start for the job. Some might even get the data about the current system and fill out a survey on the Survey page.
In other cases, an existing job might be re-assigned to a different team member. Whatever the case, dispatching the right person for the job is easy!
How does it work?
For a new Consultation(lead):
Create a new Consultation
Add customer data
Click on the person's name in the Select Consultant dropdown
Click 'NEXT'
For an existing Consultation:
Open the Consultation on the Customer page
Click on the person's name in the Select Consultant dropdown
Click 'NEXT'
🌟 Right away, the person assigned to the job will get an email alert.
Subject: Consultation Assigned
From: OnCall Air <notice@oncallair.com>
Example of Assigning a Proposal:
💡 You can also assign from the Office app:
