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Gameplan

What do I do if...

I need to contact the office AND...

I’m sick and can’t work
It’s an emergency?
Who Do I Contact?

I'm driving AND...

You Can’t Route an Address for Directions
Got a flat tire
Get Stuck in Traffic

I arrive at work AND...

Need to Open the Office
The client is home

I’m finishing a job AND...

Need to Update Customer Notes
The Customer Asks for a Discount

Popular Articles

I’m sick and can’t work
Who Do I Contact?
It’s an emergency?
Need to Update Customer Notes
You Can’t Route an Address for Directions

Newest Articles

Who Do I Contact?
Get Stuck in Traffic
The Customer Asks for a Discount
Need to Update Customer Notes
The client is home

Recently Updated Articles

It’s an emergency?
I’m sick and can’t work
You Can’t Route an Address for Directions
Need to Open the Office
Got a flat tire

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Lockout/Late Cancellation Form

Technician Name(Required)

First Last

Client Name(Required)

Client Address(Required)

Street Address Address Line 2 City State ZIP Code

Scheduled Time(Required)

Hours

:

Minutes

AM/PM

Time of Arrival(Required)

Hours

:

Minutes

AM/PM

Reason for Lockout/Late Cancellation:(Required)

Client was not home

Client canceled last minute

Key not available

Other

Follow-Up Actions Taken:

Called client

Rescheduled appointment

Logged in CRM

Other

Describe the situation in detail:(Required)

Name(Required)

First Last

Current Location(Required)

Address, nearby business, or drop your Maps pin description

What’s Going On With the Car?

Car won’t start

Flat tire (can’t drive)

Low/soft tire but still driveable

Battery / jump start needed (battery light, car died, etc.)

Warning light came on (check engine, oil, etc.)

Strange noise/smell

Other (describe below)

(Check all that apply)

Please explain the issue:(Required)

Can you safely drive the car for the rest of today?(Required)

Yes, I think it’s safe to finish the day

No, I don’t think it’s safe

Not sure

Briefly describe what you’re seeing/hearing(Required)

Example: ‘Battery light came on, car feels normal’ or ‘Tire is completely flat.’

Are you on the way to or at a customer’s home right now?(Required)

Yes

No

Customer Name / Job Name(Required)

Best way for the office to contact you right now(Required)

Call

Text

Either is fine

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Supply Request Form Update

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Email

Emails to send Supply Requests to

This would be an office email or notification channel, like Slack or Google Chat Space

What are you updating?(Required)

Must be toggled on to update

Supplies

Replacements

Product 1

Product 2

Product 3

Product 4

Product 5

Product 6

Product 7

Product 8

Product 9

Product 10

Product 11

Product 12

Product 13

Product 14

Product 15

Product 16

Product 17

Product 18

Product 19

Product 20

Replacements

Items that would be replaced if broken or worn

Replacement 1

Replacement 2

Replacement 3

Replacement 4

Replacement 5

Replacement 6

Replacement 7

Replacement 8

Replacement 9

Replacement 10

Replacement 11

Replacement 12

Replacement 13

Replacement 14

Replacement 15

Replacement 16

Replacement 17

Replacement 18

Replacement 19

Replacement 20

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User Name(Required)

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User Email(Required)

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Company Name(Required)

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EMBED URL(Required)

What would you like to do with your Quick Links?(Required)

What would you like to Remove?(Required)

IE: CRM Button

What will you Swap out?(Required)

IE: CRM Button

What will this do?(Required)

IE: give field techs a button to send a "I'm running late!" text to the office line.

Where do we link it to? (URL or an Action)(Required)

What would you like to add as a quick link?
This could be anything from the scheduling page in your CRM to a vendor list or a "Call the office" button to text or call the employee line.

(IE: https://1ld.co/portal/tech/vendor-contact-list - OR - call the office at (410) 555-5555)

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Editing Users Name(Required)

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Editing Users Email(Required)

Email of Recipient to send Update(Required)

An email will be sent notifying them that an update was made.

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EMBED URL(Required)

Microplay Title(Required)

Microplay Content (Pulled automatically)(Required)

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User Name(Required)

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User Email(Required)

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Company Name(Required)

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EMBED URL(Required)

Microplay Title(Required)

Add your Microplay or transcript below

Voice to Text

Talk through your process and capture it here with a quick "brain dump"

Supporting Content

Upload transcripts, docs, photos, audio, or video (Must be < 50mb total | Video < 2min 1080p)
Use loom to record, download, then upload here

Max. file size: 50 MB.

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User Name(Required)

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User Email(Required)

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Company Name(Required)

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Page Title(Required)

This field is hidden when viewing the form

EMBED URL(Required)

What would you like to update?(Required)

Voice to Text

Talk through your process and capture it here with a quick "brain dump"

Supporting Content

Upload transcripts, docs, photos, audio, or video (Must be < 50mb total. Recommended < 2min 1080p)

Max. file size: 50 MB.

Insert/edit link

Enter the destination URL

URL

Link Text

Open link in a new tab

Or link to existing content

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