Find addresses that had a job, to offer the next visit

Every finished job leaves an address behind. To ring the customers who had a heat pump service more than a year ago and offer the next one, open the Jobs page, choose Kort, and switch from Dag to Tidligere job.

Say what you are looking for. Pick one or more kinds of job, or leave it at Alle jobtyper. Then pick how long ago the last visit must be. It starts at over 12 months; Sidste besøg når som helst shows every address that has ever had one. Each address shows once, however many jobs it has had, and it counts as visited when its latest job of those kinds was done. Cancelled jobs do not count.

Addresses that already have a job booked, of any kind, are left out, so you do not ring someone about a visit they already have. Tick Medtag booket to see them too.

Work an area. Each dot is an address, in the colour of its kind of job. Zoom into the area you want to call: the list beside the map follows and only shows the addresses in view, with Længst siden besøg first. Switch the order to Nyeste besøg to start with the ones who only just became due. Press the phone beside a name to call. Click a name to fly to it on the map and see the last visit, how many visits there have been, and Åbn sidste job. Addresses the map cannot place are listed at the bottom.

Open a job and come back, and the map is where you left it, with the same choices, until you close the tab.

You only see the addresses of jobs you are allowed to see. If your role shows you only your own jobs, the map does the same.

Hand the calls out to sellers

To split the calling between several people and see how far each has got, an administrator presses Lav ringeliste. It turns the addresses that match your choices into a calling list and opens it on the map, where you draw areas and give each to a seller, as in Work a calling list on the map. The list is a snapshot: jobs finished after you made it are not added.

A seller with calls to make sees how many at the top of the Jobs page; pressing it opens their calls, the same list a seller works in Ringelister. When a customer says yes, press Book job on the call. A new job opens for that customer at that address, with the same kind of job as last time. Book it, and the call is recorded as a sale.