Review a Receptionist call and correct a wrong booking.

Every call the Receptionist answers lands in Calls with the recording, a summary and the transcript, and the visit it booked arrives as a card in Bookings. The card itself cannot be edited. Press Create job, then fix the time on the job.

Steps

1. On a computer, open Bookings. A card from the Receptionist reads Your Receptionist and shows the problem, the address and the time the caller chose.
2. To hear the call, open Calls and find it by the caller's number and the time. The summary sits under the recording, and Transcript below it shows the whole conversation.
3. Back in Bookings, press Create job on the card. Use the card, not Create job from call on the call as well, or you get two jobs.
4. On the job, press the Schedule row and change Date & time or the Arrival window, then save.
5. If the call was not real work, press Dismiss on the card instead, and it leaves the list.

Good to know

What the customer sees. Nothing, until you tell them. The Receptionist told the caller the office will be in touch, and JobField does not text the customer when a job is created or its time changes. Call or text the customer with the right time. If the Appointment confirmation automation is on, it goes out about ten minutes after the job is created, so fix the time first.

A message instead of a booking. When a caller only left details, the card has no time. Create job still works, and the toast reads Job created. Set a time on the job.

Fewer wrong times. The Receptionist offers only open arrival windows when a technician is free. Adjust the windows, the earliest visit or the services under Settings → Your Receptionist.

Only owners, admins and dispatchers can change the time on a job.