01
Checked first
Lewis's fire alarm ticket is read from Joblogic, then Thursday's diary: free until Merchant House at 10:00.
No visit without the ticket
scheduling
Book a field service visit by describing it in chat: the job, the day, the engineer and the ticket it needs. Centrus checks the engineer's ticket and diary in Joblogic, adds the visit to the job and confirms the visit reference.
how it runs
Megan books Lewis onto a Riverside Care fire alarm fault while Helen Ward is on the phone. This is what happens between her message and Lewis arriving on Thursday.
01
Lewis's fire alarm ticket is read from Joblogic, then Thursday's diary: free until Merchant House at 10:00.
No visit without the ticket
02
Visit 1 goes on JOB/90714 for 08:00 to 09:30, with the ticket it needs noted on the visit.
Booked while Helen's on the line
03
Lewis asks on WhatsApp what's first tomorrow. He gets Riverside Care, the fault and where to sign in.
No call to the desk
01
Checked first
Lewis's fire alarm ticket is read from Joblogic, then Thursday's diary: free until Merchant House at 10:00.
No visit without the ticket
before and after
Helen Ward rings at 14:05 on Monday to book the zone 2 fire alarm fault at Riverside Care.
The ticket
Without Centrus: Checked in a spreadsheet while she waits
With Centrus: Read from Lewis's record in the same answer
The diary
Without Centrus: Joblogic's planner opened and scrolled
With Centrus: Thursday checked before the visit is added
Adding it
Without Centrus: Typed into the job after the call
With Centrus: Added while Helen's still on the line
Lewis
Without Centrus: Rings in to ask where he's going
With Centrus: Asks on WhatsApp and gets the access too
keep going
Visits confirmed, each day on WhatsApp, customers texted on the way.
in the 30 minutes
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