In a quest to further simplify the lives of contractors and exceed their customer's expectations, we are happy to share the latest updates we have made to the Schedule Engine platform.
In November 2022, Schedule Engine enhanced features of Live Services, integrations, and the Schedule Engine Dashboard.
Schedule Engine Dashboard
Chats & Calls
Customer names and addresses now appear in the Chats & Calls table.
Clicking on an interaction in this table now displays more details about the customer and any related appointments or escalations
Icons for interaction types have been updated to show inbound versus outbound calls
Schedule Engine Whiteboard: when set up, it can be accessed through an icon in your navigation bar
Appointments (SE Standard/non-integrated only): displays the status of appointments on the table
Tag Types: It is now possible to assign multiple tags to an appointment coming from Schedule Engine
Additional improvements to syncing for ServiceTitan V2 API users
Flexible email requirements: Clients will now be able to determine if emails should be required along with other customer information for calls & chats. This feature can be toggled on at the client's request, but by default the email field is optional.
If you have questions about the dashboard, please reach out to your Customer Success Manager or Customer Support at firstname.lastname@example.org.
In addition to the enhancements launched in November, we've released new improvements to continuously increase call stability and quality. Plus our team is always adding new articles and updates to the Help Center to answer questions and optimize your Schedule Engine experience. Check out what's new at support.scheduleengine.com.
At Schedule Engine, we strive to deliver enhanced solutions for our clients. If you have any feedback on how we can better improve our products and services to suit your experience, please share them with us.