How to track call backs the easy way

Create a dispatch for the call back normally. After the dispatch has been completed create an invoice for it but make the following changes:

  • Change the invoice form to Call Back Plain Paper.
  • Put the technician that did the original work in the Sales Person field.
  • Enter the invoice normally after that; all inventory items and billing codes should default to a price of zero, but this can be overridden if desired. Notice that the cost of these items will show in the lower left-hand corner.

At the end of the month run the Salesperson sales report (Sales → Reports → Sales Reports → Salesperson) and filter it by Type of Invoice. Set the invoice type to Call Back and you should be able to see how much each tech has even if other techs completed the work for them.

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