In the middle of a job and a customer calls? Click the circle find the customer and make a note. If it’s a new customer, you will need their name and phone number. Make a note to remind you why you have entered this customer. If you just want to make a note, then ignore the name and phone number.
Tap one of the notes you have created and you can call this customer or if an existing customer it will goes straight to the make an appointment screen. You will need to have a date / time in mind. If it' a new customer you will need to complete some basic information before progressing onto creating an appointment.
Call these customers
Be proactive! If you or your customer has forgotten to make an appointment it will appear in this list. When you complete a sweeping certificate one of the fields is Next Sweep due. Your App looks forward to see if there is an appointment made. If there is no appointment made, then 2 months prior to when there should be an appointment, the customer and property details will appear here reminding you call that customer to make an appointment. If you still have not made an appointment one month prior to this date an email goes to your customer reminding them to call.
Items in queue
This shows how many items in your App are waiting to be synched with the server. When your device connects to the internet, this should go to 0. If you experience frequent issues with this, then visit Support through the Menu (top right) and Add Ticket for Support. Our support team will then contact you. If you need to log out make sure the Queue has cleared first. You can click on the circle to see what is in the Queue. If you do send a support ticket let us know what is in the Queue by clicking on the circle.
New owners this month
Lets you know how many new homeowners you have created this month. Click on the circle to add a new one.
Hours worked this week
Visual guide to how many hours you have worked this week. If you want set yourself a target do it in Setup Step 1.
Snapshot of your Invoices as follows: