Enter the job while the customer is still on the phone.
Caller, job type, map and questions on one screen. Click the map and the address fills itself. Help answers sit beside the form, so some calls end without a job.
Why it matters
Office staff juggle a phone, a map and a form while the customer waits, and the notes they type miss the details the technician needs.
In practice
- A window cleaning company. A returning customer calls for a post-construction cleanup. The office finds them by phone number, sees their last job, pins the new address and files it before hanging up.
- An HVAC company. A caller asks whether a thermostat swap needs a visit. The help article beside the form answers it, and the office marks the call answered with no job created.
How it works
Find the caller
Type a name, phone or email; returning callers and their open jobs appear as you type.
Place the pin
Click the map and the street address fills in. A typed address is never overwritten.
Answer or file
File the job with Ctrl/⌘+Enter, or mark “Answered, no request needed” from a help article.
Key features
Returning-caller lookup
Search past callers by name, phone or email, with their job count and open jobs.
Map click fills the address
Clicking the map looks up the street address for the job.
The job type’s questions
The same versioned form customers see on your website, checked before filing.
Answers for this service
Help articles for the chosen job type sit beside the form while you talk.
Keyboard first
Logical tab order, Ctrl/⌘+Enter to file and a status bar that says what’s missing.
Language preference
Record whether the caller wants updates in English or Spanish.
Common questions
Does it work on a laptop?
Yes. Everything fits on a 1280×800 screen; narrower windows switch to two columns, then one.
Does it record who took the call?
Yes. The job records the staff member and the source.
Can walk-ins use the same screen?
Yes. Pick walk-in as the source and file it the same way.