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Changing the Location On a Service Call to a Location That is Not the Primary Location on the Account
1. In Autotask, after a service call as been created using TimeZest as usual, edit 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
This article needs clarification and general improvements. Scheduling an Appointment Before scheduling a service call add the pre-appointment checklist from the checklist library to the ticket. The default queue is Remote Support. If the work is to ...
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 ...