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What's your process for handing off a job when a technician calls in sick?

Teresa Lund

6:45 am call. Jake's out with the flu. I've got four jobs on his board today including a commercial install that needs permits pulled. Usually I can split the smaller stuff between the other guys but the big one's got me stuck.

How do y'all handle this? Do you have backup techs on standby or just shuffle and pray? My supervisor wants me to document the handoff better but honestly we're moving too fast most mornings to do much more than a phone call and some quick notes in the job.

Specifically curious about:

  • How much job detail you try to transfer vs letting the new tech figure it out
  • Whether you notify customers or let the replacement handle it
  • Any FieldPulse features that help with this (tags? notes? something else?)

Thanks

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  • Oh this is so timely! We just had this happen last Tuesday and I was scrambling. Thanks so much for starting this thread Teresa!

    Question about the voice memo idea Josh mentioned — do you upload that as a file attachment or is there a way to embed audio in FieldPulse? And does the replacement tech actually listen to it? Some of ours won't click through to attachments.

    Also curious if anyone uses the @ mention feature in job notes for handoffs? Like @ mentioning the backup tech so they get notified? Or does that get lost in notification noise?

    Really appreciate all the ideas here!

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  • Oh this is so timely! We just had this happen last Tuesday and I was scrambling. Thanks so much for starting this thread Teresa!

    Question about the voice memo idea Josh mentioned — do you upload that as a file attachment or is there a way to embed audio in FieldPulse? And does the replacement tech actually listen to it? Some of ours won't click through to attachments.

    Also curious if anyone uses the @ mention feature in job notes for handoffs? Like @ mentioning the backup tech so they get notified? Or does that get lost in notification noise?

    Really appreciate all the ideas here!

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