Power Links

The action button on the lower left side of the appointment details lists a few action toggles

General

1. Add to follow-

   • Currently Unavailable

2. Adjust Payout

   • Used by the payout team to either deduct or add to the technician payout on the appointment

3. Needs to be rescheduled

   • Sends a reschedule link to the customer

4. Payment Page

   • Directs the user to review the payment link sent to the customer and process payment over the phone (here)

5. Related Appointments

   • This allows the user to create a follow-up appointment for the customer

6. Revert Closed Appointments

   • This allows the user to re-open closed jobs and make changes, this will not work on appointments that are already paid or if the technician is already paid

7. Send Payment Link

   • This option allows the user to resend the payment link to the customer

CX Reschedule

1. Ask Cx to RS, Can't meet RTF

   • Send an email and SMS w/ the reschedule link to the customer indicating we are already fully booked

2. Open reschedule page

   • Directs the user to the appointment reschedule link (Here)

3. Send a reminder to CX

   • This will send a notification to the customer to confirm the appointment and reach out to dispatch

4. Send reschedule link to the CX

   • Send an email and SMS w/ the reschedule link to the customer asking if they would want to reschedule