How to use the Service Queue

Why we do thisA customer whose warranty is over paid $99 for a service call. The tech needs the right unit, the right address and what's wrong before he calls them. This queue turns the $99 sale into a work order in a couple of minutes. Fill it out with the customer on the phone or at the counter, and the tech takes it from there.
  1. Ring the $99 In-House Service Call tile in Lightspeed. In a minute or two it shows here.
  2. Tap your name, then your PIN. Tap the $99 sale.
  3. Type the customer's ORIGINAL invoice # (the sale with the unit that needs service). No invoice? Search by their phone number.
  4. Check the unit(s) we're servicing and say what each one is doing.
  5. Confirm the name, phone and address. Add a gate code or lockbox if they have one.
  6. Pick Jacksonville or Tallahassee, then the tech. Pick the customer's preferred day and time windows.
  7. Tap Send. Only that tech gets the work order. The customer gets a text with the tech's name and cell, if they agreed to texts.
  8. Print the service ticket for the paperwork. The tech calls the customer within 24 hours to set the visit.
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Service Queue

Your $99 service call sales waiting on the service intake. Tap your name to open your queue.

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Enter your 4-digit PIN.

Service Queue

Your $99 service calls waiting on the intake. Tap one and fill it out with the customer.

Service calendar VIEW ONLY

What each tech already has. Look only. You can open a job, but nothing here moves anything.
Loading calendar…
EXPIRED WARRANTY SERVICE CALL: customer paid $99, diagnostic visit only. The $99 covers the visit and any fix that needs no parts or extra labor. Parts or extra labor are quoted on site.
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Service intake

Fill this out with the customer before it goes to the service team. Fields marked * are required.
The customer may have bought more than once. The invoice tells us which unit.
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Sent to the service team