Services Overdue Pick Up Tile


Each service type (repair, custom job, special order, and appraisal) will have an Overdue Pick Up tile, e.g. Overdue Repair Pick Ups, Overdue Custom Pick Ups, etc.  Double click this tile to open a list of service jobs that are overdue for pick up.  

To open a service job record:

  1. Select the service job and click the See Service button at the top.
  2. Alternatively, you can double click on the service job in the list.

To work with multiple service job records:

  1. Use the checkboxes to select the service jobs.
  2. Click the Service List button at the top.
  3. Double click a service job to open its record.
  4. You can utilize the Next and Previous arrow buttons from within the service job record to cycle through selected service jobs.

To manage customer notifications for jobs that are ready for pick up:

  1. Use the checkboxes to select one or more customers.
  2. Click the Notify List button at the top.  The Service Notifications window will appear.  Customers will only appear in this window if you specified a contact method in the Notify field on the service job record.
  3. Select the customers you wish to notify and click the Send / Mark Notified button at the bottom.

NOTE:  Customers can be notified via phone, email, or text.  The Edge will utilize whichever contact method you specified in the Notify field on the service job record.  Email notifications require you complete the Edge integrated email setup.  Text notifications require you have a texting account setup with us.  Phone notifications simply track the date/time you called the customer and do not automatically send anything to the customer.

To email customers:

  1. Select the customers you wish to email.
  2. Click the Email Customers button.  The Email Customers window will appear prefilled with selected customers' email addresses.
  3. Enter a Subject and Body.
  4. Click OK to send the email.
 
 
 
Updated on Wed, 03 Nov 2021 by Angela Chiaravalle

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