The job is not over when it is finished. Aftercare keeps your promises after it: warranties, maintenance visits, maintenance plans and the callbacks that come in. It is in the Work group of the rail.
Five lenses
Field members see only My visits.
- Needs you: where it opens. Renewals, due visits, finished jobs and new callbacks show up as they come due.
- Plans: the maintenance plans you sell. See Maintenance and plans.
- Visits: maintenance rounds and service visits on the calendar, due and booked.
- Warranties: every warranty you have given. See Warranties.
- Tickets: service tickets, such as callbacks and warranty claims. See Service tickets.
When a job finishes
Finishing a job opens Finish aftercare. It takes a minute and sets up the follow-through.
- Check the warranty that finishing made. Tap It's right, or edit it.
- Ask for a review. A happy customer on finish day is the review you want. Turn on Ask every finished job automatically to send it a day later.
- Offer a maintenance plan, or choose Not now and say why.
What needs a decision
Needs you lists the things that will not move without you. Each row has its next step on it. Plans are offered by someone with money access.
Pro tip: A booked round of maintenance is the cheapest next job on your books.