Bim takes the call, works out who is free and puts the job on the right person. You see it in the planning view immediately, and the installer gets it in the app.
This is a test plan, not a customer result. Ask us to show the flow with test details in a demo. Then repeat the test in your connection at an agreed test time.
Example: A customer wants a service visit. You have selected the installers VOCA may schedule and the service duration.
Staff find a job with the correct installer and times in Coredination. The portal record must match. After cancellation, the job must be cancelled and the installer available to schedule again.
Ask the person who uses the system to check the result. Record the date, selected service, what the assistant said and what the system shows. A successful test shows that this particular flow worked. It does not show a specific number of new customers or revenue.
We spell this out because it is cheaper for everyone to know up front than to find out with a guest on the phone.
Can Bim book a specific installer?
Bim books whoever is free at the time the customer wants. If they ask for a particular person and that person is busy, Bim says so plainly rather than quietly booking somebody else.
What if we add a job by hand at the same time?
It blocks the time for Bim too. Capacity is read from the same jobs your own planning view shows, so a job you enter yourself counts immediately.
Do you create customers in our register?
No. Your customer register feeds your invoicing, and filling it with near-duplicates cannot be undone. Bim links the job to an existing customer only on an exact name match, otherwise the customer's details sit in the description.
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