WEX FSM Software Feature | Flag for Follow-up скачать в хорошем качестве

WEX FSM Software Feature | Flag for Follow-up

Learn more about WEX FSM's Flag for Follow-up Feature. WEX FSM’s Flag for Follow-Up feature helps your team keep track of important job tasks so nothing falls through the cracks. With multiple handoffs between office staff, technicians, and departments, critical steps like ordering parts, scheduling callback visits, or following up on collections can easily be missed when things get busy. Job flags create a clear, trackable record of follow-up tasks within each job. You can customize flag types, assign them to specific users, set due dates, and add detailed notes so everyone knows exactly what needs to happen next. Read the full article: https://help.payzerware.com/en/articl... For any questions, please contact FSM Customer Support. TIMESTAMPS: 0:00 Intro 0:12 How to create job flags 0:22 Add flags from Job Summary Page 2:00 Add flags from Job List 3:08 Settings + Best Practices 3:42 Flags on Mobile 4:03 View Flag History #jobflags, #followups, #wexfsm, #fieldservice, #fsmsoftware, #softwarefieldservice, #fsmsoftwarefeature