Check Parts on Order Action Card - My HVAC Tools

Check Parts on Order Action Card

$20.00 / month with a 30-day free trial and a $125.00 sign-up fee

Description


How it Works:
Reading data in Service Titan for jobs that are on hold with the “Parts on Order Tag” that have not been updated in a set amount of time will trigger an alert to the team to check the status with the vendor.
Why it Works:
It works because the team will not forget about parts that are on order.  They will receive an alert for any jobs that have been on order over, say 3 days, and will be prompted to call the vendor and update the customer.  This is important when you get busy and have a long list of jobs that have parts on order. Once someone updates the notes on the job the alert will pause for another 3 days, before notifying the team that there has been no activity.  Provides transparency to upper-level management to be able to see the status of jobs without having to open each job in Service Titan to see if the parts were ordered, if there is an ETA or notes associated with the order or that the client has been notified of the ETA.  It shows simply in one action card in the specified channel
Added Benefits:
High-level accountability with “got it” button
Easy Tracking
Easy Reporting
See it in Action Here:

Once purchased, you will be contacted by e-mail within 24 to 48 hours with the next steps in setting up your integration.

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My HVAC Tools

An Envision Digital Design Company
7608 Fullerton Rd, Unit C Springfield, VA 22153