Keep all staff communication organized and attached to the relative service requests, quotes, and jobs. Mention team members in messages to bring their attention to specific details.
Create automated tasks that trigger based on your specific business rules. Remind your team to follow-up or collect the final payment with email and in-app notifications.
"It multiplies the time of the people that we have in the office while still delivering a really high customer experience"
Team Assignments
Gain visibility into the success of your team
Gain visibility into the success of your team with service request assignments. Know closing ratios by team member and train members who are struggling.
