Wondering where your saved ServiceM8 Phone calls have been going?
Unless you write and save a call summary, they’ll be stored in the job diary as ‘hidden diary items’.
What is a Call Summary?
A Call Summary is a quick sentence to summarise what a recent call was about. By default, only calls with a Call Summary entered are shown in the relevant job Diary. If you want to view all call events attached to a job, you can view this in the Online Dashboard by scrolling to the bottom of the job Diary and clicking “Show hidden items”.
How do I set a Call Summary?
You can set a Call Summary from the Call Details view in the app, or within the Phone drop-down in the Online Dashboard. You can set a Call Summary either while you’re on the call, or after hanging up.
Watch this video for more information on how to use ServiceM8 Phone on a daily basis: Link
Are you using ServiceM8 Phone? Got any tips of your own?
