When you create a new job for a customer contact, you can review all of the past jobs where that contact was listed as the primary contact. You can also see any upcoming work that they have scheduled.
To search a customer contact's past and future jobs in Scheduler:
In Reveal Field, click Scheduler.
Go to Jobs.
In the Search field, enter the contact’s details, including the following: first or last name, company, email, phone numbers, or job ID.
Click View past jobs and select the one that you want to view. If you want to see only past jobs from a specific period, use the Timeframe drop-down list to refine the past jobs displayed.
To see a customer's upcoming jobs, change the filter from Scheduled to Pending.
To choose start and end dates of the jobs you would like to see, click Custom.
New Job tab
When you click VIEW PAST JOBS and select the job that you wish to view, the job you’re currently creating minimises automatically. It remains open though, so you can edit your new job as you review the past ones.
If there are additional customer contacts associated with the job, you can review past jobs done for them as well.
To review past jobs, select the Primary radio button to mark the content as a primary contact.
If you don’t want to see all of the past jobs for your selected contact, select an option from the Timeframe drop-down list to refine the past jobs displayed.
There might also be draft jobs associated with the contact that have not been dispatched. To review these jobs, change the filter from Scheduled to Pending.
Our agents can offer guidance on technical issues, help with installation, and answer account queries.
Wait time: 24 hours or less
Your Account ID:
Contact your Account Manager
Phone number: +1-844-617-1100
Available Monday to Friday, 8 AM - 5 PM (EST).
Email:
Your Account Manager can help with any questions about your account or contract, and help ensure you have the right equipment and software services to get results.
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