HVAC Dispatching – Important Note
The Important Note is the third type of Note that is excellent for dispatching.
Often times, there is important information that the dispatcher needs to see so they can decide if that information is should be passed along to the Technician.
For example, messages that are important during tune ups but not relevant for an on-demand-service call.
How to Make a Note “Important”
From the Customer Record in the Command Center, go to the Notes table. Here, next to each note, you will see a flag icon.
Simply click the icon and the flag will turn red. At this point, it is flagged as Important.
Now, when a new service call is created for this customer, these flagged notes will appear in the Notes section.
At this point if the Note needs to be sent to the Technician, simply click the Copy icon and it will be pasted into the Technician Notes section.
When it is no longer considered important, then return to the Customer Record and click the flag icon again. This will deactivate the flag.
Located on Customer Record -> Customer Notes
When Red, the Note is now a “Important Note”
Displayed in the Notes Section when Creating a New Service Call
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