When the Latchel Operations team makes outbound calls, the call recordings and notes are automatically linked and visible through the work order log.

Content

  • Objective
  • Content
    • Video Overview
    • How to Access Call Logs
      • Step 1. Log in to Latchel 
      • Step 2. On the upper left-hand side of your dashboard click Maintenace
      • Step 3. Search for the job and click on the work order
      • Step 4. Click on the “Calls” menu in the work order log
    • How to Read Call Logs
      • Step 1. To open each call log and the details, click the dropdown on the right-hand side of the call.

Video Overview

How to Access Call Logs

Step 1. Log in to Latchel 

Step 2. On the upper left-hand side of your dashboard click Maintenace

Step 3. Search for the job and click on the work order

Step 4. Click on the Calls menu in the work order log. From here, you can see a log of all calls made for a work order.

How to Read Call Logs

Step 1. To open each call log and the details, click the dropdown on the right-hand side of the call.

This will include notes made during the call, who made the call, who was called, duration of the call, and a link to the call recording. The notes left by the Latchel team in the call log will also show up in the “All Activity” menu in the work order log. 

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