Taking Notes on Gorilla Desk

When do I make a note on a customers account on Gorilla Desk?

> Whenever you contact a customer through call, email, or text.

What do I put in each note that I make?

> Put the reason you called the customer and whether you left them a voicemail or spoke with them.

> Explain what you did to help the customer and note any changes that were made on each and every account, so that anyone who looks back can see everything that was done. 

How can I make it so other Venus employees or technicians can see the notes that I have made?

> Once you have finished typing up the note, before you click on "Post", click on the tab to the left of it that says "notify" with a plus next to it. Click on the box next to  any persons name who you wish to be notified of the note you made. This will make it so that they will have a notification every time they get on gorilla desk to go and see what you put on that account. 

What are these codes/abbreviations/shorthand i see on gorilla desk? 

Gorilla Desk short hand key:

Who will reschedule: Technician Reschedule - TR, Customer Will Call Back to Reschedule - CCBR, Office Reschedule - OR

Whenever the type of reschedule is determined tag the appropriate technician or representative to get the reschedule taken care of and use one of the above abbreviations to indicate which it's meant for.

Possible Reasons for a reschedule: Rain or Weather - R/W, Locked Out - LO, Sprinklers - LS, Workers Present - WP, Client Not Prepared - CNP, Client Not Notified - CNN

When leaving a reason for the reschedule you can leave an abbreviation that categorizes why you weren't able to complete the service. Example; They needed to mow but didn't get around to it - CNP.

Notes to describe actions towards customers: 

Called to update credit card information - C2UC, Called to Collect Balance - C2CB, Left Message - LM, Sent Text Message - Txt, E2UC - Email to update credit card, E2CB - Email to collect balance