Call Intake
RC

Ray Colston

Dispatcher

Tasks

Assignable, trackable action items between office staff and technicians — optionally tied to a job or customer. Completed tasks stay here as history rather than being deleted.

My open tasks

13

Past due (this view)

4

Due today

3

Tasks in view

16

Close out the invoice for this job — parts were added after the tech left siteJamie Ford (Office)Jamie Ford (Office)—12/26/69Complete
Send the technician's timesheet correction reason to payrollJamie Ford (Office)Dana Whitlock (Dispatch) Hollis Grange12/26/69In Progress
Call customer back to confirm gate code before dispatchJamie Ford (Office)Jamie Ford (Office) JOB-9058 · Cedar Park Rentals12/26/69In Progress
Collect card on file for the porta-potty recurring billingJamie Ford (Office)Jamie Ford (Office) JOB-9048 · Cypress Creek Cafe12/26/69In Progress
Reconcile last Friday's deposit against the QuickBooks pushJamie Ford (Office)Dana Whitlock (Dispatch)—12/26/69In Progress
Photograph the damaged lid and attach it to the job recordJamie Ford (Office)Jamie Ford (Office) JOB-9016 · Hays High School1/1/70In Progress
Follow up on the overdue balance before scheduling the next pumpJamie Ford (Office)Dana Whitlock (Dispatch) JOB-9011 · Hill Country Fest1/1/70Complete
Prep the pump truck for the early route — fuel and empty the tankJamie Ford (Office)Jamie Ford (Office)—1/1/70In Progress
Confirm the estimate was accepted before ordering the riser kitJamie Ford (Office)Dana Whitlock (Dispatch) Bluebonnet Events1/1/70In Progress
Re-measure the tank lid depth and note it on the customer recordJamie Ford (Office)Jamie Ford (Office) JOB-9042 · Buda Ridge HOA1/5/70In Progress
Ask the customer whether they want the annual service agreementJamie Ford (Office)Dana Whitlock (Dispatch)—1/5/70In Progress
Restock deodorizer in the service truck before MondayJamie Ford (Office)Jamie Ford (Office) Willow Bend Farms1/5/70In Progress
Bring the 4" hose adapter to your first job of the dayJamie Ford (Office)Dana Whitlock (Dispatch) JOB-9027 · Wimberley Glassworks1/5/70In Progress
Double-check the second unit placement on the site mapJamie Ford (Office)Jamie Ford (Office) JOB-9022 · Buda Ridge HOA1/5/70Complete
Verify the compliance report was uploaded to Thurston CountyJamie Ford (Office)Dana Whitlock (Dispatch) JOB-9021 · Kyle Family Trust—In Progress
Reschedule the inspection — homeowner is out of town that weekJamie Ford (Office)Dana Whitlock (Dispatch) JOB-9053 · Rowan Estates—In Progress

Showing 1–16 of 16 tasks

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