Logging a Phone Call
To log a phone call, view the call log, create a new service request, or create a service request for a customer in-shop, select “Log Phone Calls” from the Communications section in the side menu. This will open the “Log Phone Calls” screen.
To view the Call Log, select “Call Log from the upper right-hand corner of the screen.
To record a call, begin by clicking “Please select purpose for calling” and select from the appropriate option from the drop-down menu. Once an option is selected, the Call Duration is being recorded and the four buttons at the bottom of the screen are now available for selection. These four buttons are explained below:
- “Create Service Request” - Choose this option to create a service request and bid for the customer while on the phone. A screen with the list of services offered will open.
- “Search Service Request” - **Not functioning yet.** Will likely take customer information entered and create a search existing service requests.
- “Call Done” - Will create a call log entry comprised of any entered information in the customer information fields and notes and end the current call duration timer.
- “Cancel Phone Log” - Will not save any of the recorded call and customer information to the call log and end the call duration timer.
Any details recorded to the “Log Phone Calls” screen will be available for reference later in the bidding process. Information like ZIP or Postal Code will immediately transfer to subsequent screens such as the list of services available for that zone. This is useful when there are multiple service locations at which services are offered.
NOTE: Currently entering either a phone number or email will result in a communication from BidClips being sent to that point of contact. If a customer prefers one means of communication over another, enter it in the appropriate field on the “Log Phone Calls” screen and enter the less desired contact info in the notes. Eg. A customer would like all communication from BidClips sent to their phone only, enter the phone number in the appropriate field and the customer’s email in the notes.