Online booking - losing Request info
Hey all,
I have a pain point and I wonder if anyone else is experiencing this.
Requests converted to Jobs via online booking lose the data of the Request. So if a customer uses a Request form (via the public website or through Ai Receptionist (which I don't have set up for Booking because I don't want the public to have access to that -- it's a previous customer only function in our world), and then books the visit online, the Request data is NOT moved into the Job, so the techs don't know what the Job is about. Pictures are moved to the Job form.
If you have every possible product and service delineated in the booking form, I suppose the Request information might be superfluous, however, in plumbing there are so many variations, and sometimes we show up with the problem identified, not the solution (i.e., line items of products and services). We have more umbrella terms in our Request and Booking forms (routine jobs, multi-faceted jobs, etc.) as choices. Most customer wouldn't know a flange from a fill valve from a flapper, so it makes sense to present their choices in terms customer can understand.
In any case, I think it's important to convey to the field crews what the customer said in their own words - can help the conversation when they arrive on site.
Yes, I know how to cut and paste and adding steps is moving in the opposite direction of efficiency. Anyone else?
