Intake
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- Also called
- Only this
- Taught in
- From the call to the board · Reading the week · Triage at the phone
- Lives in
- Online booking
- Related
- Dry run
Intake
Turning a call into a scheduled job while the caller is still on the line. Details captured once, so nothing is re-typed and nothing leaks.
In the Manual
Where the lessons say it.
Running the day on Thorbis
From the call to the boardIntake is the discipline of closing that gap: by the time the call ends, a job exists, with a truck’s name on it or a slot waiting for one.
Running the day on Thorbis
Reading the weekThe health of intake and demand.
The craft of dispatch
Triage at the phoneWhat the intake call must capture.
Read more
Where the word is used.
In the Trenches
How to choose field service management softwareThe honest answer for good software is zero after intake.
In the Trenches
What to demand from field-service softwareThe phone, the roadmap, and the fine print Ask whether the phone system is included or an add-on, because the answer decides your intake.
The glossary
One word at a time.
Thirty-odd terms, the system’s words and the trade’s. Read the next one, or go back to the whole list.