How do I record a phone call?
- On the Service side, open Requests and press Add a request. On a phone it is the bottom bar's create slot.
- Pick the customer, or A new customer and type their name, phone and email. Pick their site, or A new site and type its address.
- Say what they need, the trade and how urgent, and any access note such as a gate code. Press Add it.
- The request lands in New. A new customer and site are made in the same press.
Worth knowing
Nothing is sent to the customer. Quote first on the request starts its quote; booking the visit comes with a later Service tab.