Automatically add a trip charge when an onsite visit is scheduled
We'd like to be able to leverage ticket automations to add a trip charge (defined as a custom field in the customer) any time an onsite appointment is scheduled. This way our scheduling team does not have to manually enter a trip charge on the ticket for each ticket that has onsite appointments scheduled. This would help ensure that the trip charges always get added to tickets when onsite visits are scheduled.
Orlando (Perrone Technologies) commented
To add to that, also have it auto add the trip charged based on distance. I charge for trips over 5 miles away.
Jonathan Highman commented
Great automation idea! I am sure a lot of revenue slips through the cracks without something like this!