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.