Creating a list of everyone due for tuning is easy!


FROM THE WEB APP


Step 1: Click on your 'Call Center'

Step 2: Click on the 'Due for tuning' tab.

Step 3: Filter your list and call the customer

Step 4: (Optional) Click on a customer to go to their customer file.

Step 5: Done.

Note: This call center tab will show you a list of all clients who are currently due for tuning (regardless of whether or not they have received their scheduled reminder call(s) and message(s).



Time Saving Tip: Call these folks to fill last minute holes in your schedule; and Ctrl + Click on the customer name (Cmd + Click if you are on a mac) to open the customer records in additional tabs.


FROM THE MOBILE APP

This feature is only available by logging into the Web App at this time.


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