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Creating a Service Call with a Location That is Not the Primary Location on the Account
1. In Autotask, Create the Service call 2. Underneath the description, select the location that you'd like to assign (see screenshot) 3. Save
Service Call (Appointment) Scheduling Procedures
Scheduling an Appointment All of these steps must be completed for a service call to be considered properly scheduled: Select the pre-appointment checklist before scheduling remote appointments. Set Queue to one of the following, as appropriate: ...
Geographical Service Area
These are the locations we service: Residential and Break Fix: Manhattan Brooklyn Astoria section of Queens Long Island City section of Queens Staten Island North Jersey (Bergen County, Hudson County, Morris County, Essex County only) Managed ...
Creating Service Call for External Tech
We cannot use TimeZest to schedule external techs or subcontractors. Select ticket status “scheduled - external tech” or “scheduled – internal tech.” Change ticket “Due Date” to date of service call. In ticket, or from ticket board, create a new ...
Call Recording in RingCentral
On-demand Call Recording is currently enabled in the Admin portal. (Phone system>Auto-Receptionist>General Settings>Call Recording.) RingCentral Automatic Call Recording is enabled for all inbound and outbound calls. This is to reference ...