Intake
Intake is the place to record all your incoming customer requests and inquiries. Quickly find existing customers or create new ones on the fly. Assign an intake record to a particular person for a follow-up. Change the status of a request so that everyone knows it has been completed—schedule appointments for estimates or other home visits, all from the Intake feature.
To access Intake, click the Work menu option. Then choose Intake.
From the Intake screen, you can create, edit & delete intake records. Configure the default filters in User Preferences so that you always see the data you're most interested in. Apply filters to see only things assigned to a particular person or items that need attention. You can also easily update the status or schedule an intake record directly from the intake list.
Creating and editing intake records is essential to your business. Respond quickly to your customer's requests allows you to get to work faster—no more Post-it notes or scrolling through text messages. Logging your intakes with Trade Service Pro makes turning those leads into jobs simple.
When creating an intake record, the first thing you'll want to do is specify the customer. You can either search for an existing customer or create a new customer. Trade Service Pro's customer search is powerful. Search by name, email, phone number, or address, formatting does not matter. You can even edit the selected customer's information to capture changes in their contact information from the Intake Editor.
The Intake Editor lets you capture the details of the customer's request. Select the type of request from the Intake Type picklist (see Picklists for more information). Similarly, you can record the Ad Source to determine if your new signage or marketing campaign brings in customers.
Add a simple one-line description which will be displayed on the Intake List and Dashboard for this record. Additional information can be added to the Notes. If a customer contacts you with a simple inquiry, you can change the Status to Complete. However, if someone needs to follow up with the customer, you can assign the intake record to them.
After saving the intake record you can schedule an appointment for the customer imediately. Click the Add Appointment button and select the date you want from the calendar. The details from the intake record will carry over to the appointment editor. You can adjust the time and assign personnel to the appointment. Click Save, and you can see the appointment on the intake record. From the Intake Editor, you can make additional changes to the appointment or delete the appointment entirely (see Schedule Overview for more information).
The Intake Editor allows you to streamline your workflow by going straight from a customer request to creating a job, allowing you to get to work even faster. After you save an intake record, click the Add Job button. Reading the confirmation prompt and click Ok to bring up the Job Editor. The customer and intake details copy over to the job allowing you to set up the job quickly (see Job Overview for more information).
