The Cell Phone field which total office manager uses to auto text customers needs to be a header found in all important lists. Please add it to Customer Equipment List, Service Agreement List Work Order Lists, Customer Job Lists, etc. Any others you can think of. It’s an important field people to use to compile …
I enjoy the auto text feature the customers receive for appointments/WO reminders, etc, But I would also love to be able to text customer groups occasionally about promotions going on from inside TOM desktop. Pull certain zip codes when trying to find work, and/or text members reminding them to use their coupons before expiring, etc.
The Maps tab on the new schedule board doesn’t match the schedule board profile you are on. It shows the entire company fleet of trucks. So for example if you are on the ‘plumbing’ schedule board profile to see where all your plumbers are at, you can’t just see them, you have to see the …
This is one idea for zoning but open to suggestions. Zoning Zip Codes by Color Groups. If these five zip codes = Blue Work Orders on the Schedule board your call taker would be able to quickly see where to put call to minimize drive time on your tech. If you could fit one or …
Form Builder in Mobile: I don’t see where I can require the form that I build to be filled out for a select Work Order Type that I choose? so it doesn’t allow the tech to change the status of the WO to ‘completed’ until it sees that it’s filled out. Example: AC & Furnace …
Love the idea of Scheduling Wizard. But for our gals on the phone to stay in one place while taking the phone call, they need to be able to enter (New Customer) details as well. Right now it only allows you to look up (current customers) in the system. If the call takers could follow …
Enter (New Customer Details) from Scheduling Wizard Read More »
Working with Adam today to see how we could track assets like, small tools and equipment that get checked out for WO’s upon request. How to check them in and out and know where they currently are at (what WO they are assigned to/Employee they are assigned to/Customer:Job they are assigned to). I like how …
Track small Tools & Equipment that get checked out to WO’s Read More »
Love the new scheduling Wizard Phase 1. Next update hoping it will allow us to schedule a (new) customer account from there as well, not just existing customer accounts. Also, allow us to right click anywhere throughout those wizard step-by-steps and go directly to their History if the customer has a quick question to answer, …
Love where TOM is going with this Scheduling wizard idea! For phase two of it, I’m suggesting that if the customer’s name not found in the drop down menu (step 1) that the call taker is able to click ‘New Customer’ and setup a new customer account there as well so they don’t have to …
During afterhours emergency service hours our on-call dispatchers don’t have access to their office ‘schedule board’ offered on the desktop Total Office Manager to reference where to quickly place calls. BUT, on TOM Mobile there is a Company Calendar offered, if you Click on the ‘Timeline’ view. My idea is to add to the filtering …
