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Notify when Field Service Trip has been rejected

We have multiple electricians for one customer, there will be instances where they are assigned to the work order but might find out a day or so later that they actually won’t be able to complete said work. Currently when a tech Rejects a trip it doesn’t really seem to do anything. We are looking at adding a “notifier” for when/ if the tech “rejects” the trip it will send an email to the Service Centers email box so that someone knows it was rejected.

  • Kylie Willoughby
  • Aug 6 2024
  • Future consideration
Company Constructech Consulting
Job Title / Role Consultant
I need it... Yesterday...Come on already
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  • Admin
    Lisa Bigelow commented
    08 Aug 23:44

    Wow Kylie, that sounds very cool. I wonder if it might be best to put the moving the WO trip to un-scheduled or un-assigned into it's own suggestion as the implementation would require some more thought before considering execution and the email itself would be an easier item to execute. Let me know!

  • Kylie Willoughby commented
    06 Aug 21:21

    LISA! yes that would be a great idea, but more importantly nothing is currently happening with rejected work orders they simply stay on the techs work order dashboard (see screenshot). If they reject and are prompted to put in a reason as to why they are rejecting I think it would be nice to have the work order removed from the techs work order dashboard and notes push back to the trip notes, then put the work order either un unassigned or unscheduled on the dispatch board with a notification being sent out to the Service Center Email that the trip was rejected and the reason.


    Thoughts?

  • Kelly Grant commented
    06 Aug 20:32

    Great idea! Yes, please add to the Trip Notes.

  • Admin
    Lisa Bigelow commented
    06 Aug 20:23

    I'm thinking that you would want this in the portal so that the tech can add a note that would be included in this email? Would you also want that note added to the trip notes?

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