Creating a list of everyone due for tuning is easy!


FROM THE WEB APP

Step 1: Click on 'Call Center'

Step 2: Click on 'Reminder Calls' to see all your automated reminder call prompts.

Step 3: Optional: Filter your list for "Reminder State = Pianos: Due for tuning"

Step 4: Done.

Note: (Optional) You can also filter the pianos tab for all pianos due for tuning regardless of whether or not they have an active call prompt.

Time Saving Tip: Ctrl + Click on the customer name (Cmd + Click if you are on a mac) to open the piano records in separate tabs.


FROM THE MOBILE APP

The call center feature is only available by logging into the Web App at this time.


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