Schedule service visits and order parts
How you could use an agent
Use an agent to turn a customer’s description of the problem into a work order draft, list the likely parts from stock, and prepare a service visit note with access details and timing. It helps you get to the job with the right information and materials lined up before you head out.
Where you stay involved
You talk with the customer, decide what the job needs, approve the order, and handle any safety issue, permit question, or part shortage that needs a person’s judgment.
