Overview
It happens. Something doesn't go as expected with a job, and your agents need to go back and make a correction. As a business owner, this can be costly. Tracking rework appointments allows you to keep up with these expenses, better-train agents, understand products, and adjust your strategies.
This article will discuss:
Settings and Navigation
A rework appointment will be tied to the original proposal, and to the associated appointment.
To enable the ability to track reworks, first go to Control Panel > Services. Edit the applicable service and scroll down to the Scheduling section. You'll see a Track Rework checkbox:
Create a Rework Appointment
Once the original appointment is finished, if that Service has tracking reworks enabled, you will find the Rework icon at the bottom of the appointment screen. For this example, let's say an installation went awry. Your installer put a hole in something and it needs to be repaired.
Click the hammer icon to create a rework appointment. Here you can add add notes and other important information.
From there you can choose your service and schedule the appointment.
Reporting
Once the appointment is finished, the data will feed to the Rework Report, found in the Reworks tab in the blue toolbar at the top of your page. You can view this report by date range and can download the data to a spreadsheet.
