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[CLIPxe/QCLIPxe] Customer wants to have a service done once more and then to be placed on hold until he calls, how do I handle this?
[CLIPxe/QCLIPxe] Customer wants to have a service done once more and then to be placed on hold until he calls, how do I handle this?

CLIPxe QCLIPxe customer wants to have a service done once more and then to be placed on hold until he calls, how do I handle this?

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over 2 years ago

What if a customer wants to have a service done once more and then wants to be placed on hold?
Click on the customer list or files. Click on "file maintenance" and then find the job in the jobs tab. Click "edit job" and place the next scheduled visit on the day he wants this last service. Place the Countdown to 1.
​CLIP will bring the job up on the next scheduled visit and after it has been done CLIP will place it on hold.
If the customer calls later for his service to be done again, change the "Next
​Scheduled Visit" and take it off hold to make it come up again on the route
sheets.

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