Task Management : Using the same task for multiple customer visits — Cloud Customer Connect
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Task Management : Using the same task for multiple customer visits

Summary:

We have a specific requirement where we need to use the same task for multiple visits.

Content (please ensure you mask any confidential information):

This is our current setup which we would like to replicate on OFS:

  1. We get one repair task for a complex equipment.
  2. On visit one, we determine we need fabricate special part to fix the problem. We need to capture travel and labor for the same.
  3. Once the part is available - we schedule visit #2. All this while the job is in a special queue waiting.
  4. On visit @#2 - we fix the problem, capture labor / travel. During this visit - we recommend other repair or upgrade or installs.

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