Manage Leads
- Reschedule a Service Order:
- Click on
link.
- Click in field labeled “Date” and select appropriate Service Appointment date.
- Click on first drop down arrow labeled “Time Window” and select appropriate beginning time for Service Appointment.
- Click on second drop down arrow labeled “Time Window” and select appropriate ending time for Service Appointment.
- Click appropriate button to select reason for Service visit.
Note: Service Reason is indicated when button is greyed.
- Click on
button.
- Lead opportunity will still be marked as Scheduled and can be found in the Scheduled Tab.
- Assign Provider:
- Click on
button.
Note: If you already assigned a Service Pro, this button will not display. Skip to step 7.
- Service Appointment, Time, and Location.
- Click on drop down arrow labeled “Assign this job to” and select appropriate Service Pro.
- Click on button.
- Assign Provider Confirmation will display.
- Reassign Provider:
- To Reassign Provider click on
link.
- Click on drop down arrow labeled “Assign this job to” and select appropriate choice.
- Click on button.
- History Tab:
Note: History Tab is available in Scheduled, Working, Completed, Canceled and Stale tabs.
- Click on
tab if not already displayed.
- Date/Time of action on Lead was taken.
- Description of action taken.
- User who initiated action.
- Notes Tab:
Note: Notes Tab is available in Scheduled, Working, Completed, Canceled and Stale tabs.
- Click on
tab.
- To add a note, click on
button.
- Enter Note Subject.
- Enter Note Message.
- Click on
button
- Notes display on tab.
- To edit Note, click on
button and repeat steps 10c – 10e.
- Attachments Tab:
Note: Attachment Tab is available in Scheduled, Working, Completed, Canceled and Stale tabs.
- Click on
tab.
- Click on
button to locate file from your computer.
- Click on
button.
- Attachments display on tab.
- Click on file title link to view file.
- Click on
button to delete file.
