Create appointments to survey a customer’s property via video link in TradeHelp Office PRO and Office HeatPRO. Your customer will receive confirmation of the appointment plus a free video link and scheduled reminder, saving you travel time and money. This feature is only available via the upgrade options on Desktop.
Creating a remote survey appointment via desktop
- Select the Create Appointment shortcut from the top of the Home page or go to Calendar from the main menu and select New Appointment
- Select Create Appointment to the right hand side of the relevant customer’s details or create a new customer using the New Customer button in the top right hand corner of the screen
- Select the Type of appointment and the User you wish to assign it to
- Select the Date, followed by the Start and End Time using the drop downs
- If you wish to send the customer an appointment reminder via email, tick Send Customer Reminder
- To carry out the appointment via video call, tick Video Appointment
- Add any notes in the the free-type Notes section and select Save
- An appointment reminder email is then sent immediately to your customer. This is followed by a second reminder on the day of the appointment and a link to join the video call at the arranged time
Starting the remote survey call via desktop
- Go to the appointment via the Calendar on the Home page or by selecting Calendar from the main menu
- Click on the blue Camera Icon or select the drop down arrow above the icon and select Start Video Appointment
- Select the green Start a Video Call Button to begin the call. (The customer will not be able to see you or join the call until you have started it
- At the same time the customer can open the video link from the email appointment sent to them
- The customer can then use the camera reverse option to show you around their property or installation
- Should you wish to take notes during the call you can do so by selecting the N button. Any notes you take down will then be saved in the appointment Notes section for future reference
- Select the red telephone icon on the video screen to end the call