![]() From the customers' perspectives, the technician knows as much about their needs on this emergency service visit as if it was a planned maintenance visit scheduled weeks in advance. Like any other scheduled job, they have access to all of the notes and customer information they need to walk in the door prepared. Once the job is assigned by the scheduler, notifications will alert techs to the new job. Instead, appointment scheduling allows you to capture notes on the call and immediately schedule the job. When you schedule an appointment, you no longer need to call someone in the field to relay the information by phone, and hoping to get an update when they arrive. It’s also another instance where a quality HVAC scheduling software can benefit your operation. Honestly, this is also a tell-tale sign that you should begin looking for alternate solutions. Not only can this be a logistical nightmare, but sometimes we aren’t aware of which team member is where at any point. Most HVAC companies are still using phone calls or text messages to get their team out into the field. Calls come in all day, every day - and many need immediate attention. ![]()
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