Sorry StephenD, didnt see your reply till just now!
The person taking inbound calls from the customers keys the details into our forum as an event post. We then communicate to road tech (be it via phone or manually typing an SMS to them) of the new job. This is not really the issue tho as this works fine.
BTW, we use the Event Calendar mod to post events. We do not use the standard post. This allows us to post our jobs in the future etc.
The REAL issue is we forget we need to be onsite at a client's business at, lets say 2pm tomorrow. When we initially take the call from the customer the day before we key in the event post for the day in question and the event topic's title is like this;
'BAL - Company Name (2-4pm, Call)'
, where BAL is location (ie town name)
, where Company Name is the name of the client
, where (2-4pm, Call) is the time organised to go onsite and 'Call' is call before arrival
It works pretty well for us doing it this way.
However, on the day of this job it might be approaching 2pm and we've forgotten this scheduled job or still stuck at another clients place. I would love to be able to have a special screen (like in the active topics refresh by 1min interval screen) that the person taking the inbound calls to show reminders that we are missing a job. This will allow us to contact the road tech and give feedback to the client about rescheduling etc. Currently we do miss jobs and we dont call the client - which is bad
To answer your question about how we close the job off is we move the job from the the 'job' forum to the 'job-completed' forum...
To give you a better idea how we have laid this out, our job system structure looks like this;
ONLINE JOB SYSTEM (<--- catagory)
--
JOBS (forum holding active jobs)
--
JOBS-COMPLETED (forum holding completed jobs, ready for invoicing)
--
JOBS-INVOICED (forum holding invoiced jobs)
I have tweaked the event calendars mod to not show events when they have been moved into the completed and invoiced areas since if they're done, they're done! - no need for our techs to see these anymore)
The accounts lady keys the jobs that are sitting in the Jobs-Completed section into the finanacial software and then moves the job to 'Jobs-Invoiced'.
Note: The ability to SMS these reminders is icing on the cake and we dont need to look at this just yet.
Jason<