What are you keen to try with Office Agent? Share your thoughts and questions below.
Hi Darren,
I think it will be brilliant. Are we able to get it to allow update job description as a tool.
Eg. Sweep tomorrow’s jobs, check to make sure notes and customer correspondence lines up with what the job description says. If not offer to update job description instead of a job note. As staff generally look at their day in the schedule on the phone and read the job description without actually going into the job and into the notes.
Or for example attend site to diagnose is in the job description, the team have been out diagnosed and ordered a part but admin have forgotten to update the job description and the tech goes out there with nothing to diagnose. Don’t get me wrong, techs should read the notes before attending and admin should update the job description but it does happen. ![]()
Hey Jason!
Definitely makes sense, but not possible yet. We’ll add it to the list!