Set a Call Ahead Reminder for a Master Job

There may be some Clients who require a phone call before their scheduled service to confirm that the Job will be completed as planned. You can set up Call Ahead Reminders in Service Autopilot that you can see from the Dispatch Board and SA Mobile App to ensure the Client gets the needed phone call.

To set Call Ahead Reminders, follow these steps:

  1. Navigate to a Master Job record. This can be done from the Dispatch Board from the More dropdown on the Job Details overlay.
  2. Go to the “Details” tab.
  3. Check the box next to “Call Ahead”. mceclip0_-_2020-11-11T151236.166.png
  4. Click Save.


 A phone icon will now show next to the job on the Dispatch Board.


The phone icon is also visible on the mobile app (if the "Contact Client" User Role & Right is enabled).




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