Welcome!

🕐 5 min

Creating Customers, Service Calls and Scheduling

A call takers job is to get the customer's needs met quickly which mean scheduling fast and efficiently. 

🕐 5 min : Twilio Integration

Service Confirmations

Automation makes a CSRs job easier and is super convenient for customers.

🕐 5 min

Service Call Management

The Service Call Management page is essential for monitoring open work. This video explains how to access the page and the different statuses in Walkabout.

Color Codes

Not all calls are created equal and using color codes can help communicate differences visually. 

Creating a Quote for a Service Call

Create a quote for your customer directly from the website during a call. This helps you avoid unnecessary trips if the customer decides not to proceed.

You can easily build, review, and convert quotes in the app. For step-by-step instructions, visit the technician section for video guides on quoting.

🕐 8 min

Close a Service Call for COD and Warranty

Technicians will use the My Walkabout App daily to close out all types of service calls. Watch this video to see the difference between a COD and Warranty call.

🕐 2 min 

Creating a Quote and Purchase Order

Create quotes for customers and generate purchase orders to get the parts when the quote is approved.

🕐 2 min 

Converting a Quote on a Return Visit

The customer approves the quote and now you're on the job. Easily convert the quote information into the call.

Offline Mode

The internet is not always available where technicians need to do their jobs. Walkabout has an offline mode that can be initiated so the tech can enter work and then sync their progress when they are in an area with a more reliable internet connection. Simple find the offline button under settings.

🕐 6 min 

Part Markup Explanation

Learn how to set your part pricing structures in Walkabout. In this video, you will learn the difference between MSRP and Cost and how to set your pricing calculations for easier entry in the field. 

🕐 5 min 

Consolidate and Submit Multiple Purchase Orders

Send a group of purchase orders to one vendor to save time and stay organized.

🕐 5 min 

Receiving a Purchase Order

Watch this video to see how a purchase order is received and how the service call moves from 'Parts' to 'Parts In'—and gets ready for dispatch.

🕐 3 min: Twilio Integration

Parts In Notifications

Automatically notify customers when their parts are in and their service call is ready to be scheduled.

🕐 6 min

Returns Report

Learn how to use Walkabout's PO Call Variance report to generate quick returns so unused parts do not get lost or broken.

🕐 5 min

Transfers

Utilizing transfers within Walkabout will stop unnecessary purchase orders of parts that are already in your shop stock or other technician warehouses.

🕐 4 min

Cycle Counts

Assign cycle counts to techs to spot-check their truck inventory. Walkabout compares physical counts to digital records and flags any needed adjustments—helping keep inventory accurate over time.

🕐 4 min 

Warranty Export

Export one or many warranty claims at a time.

🕐 3 min 

Warranty AR Management and Batch Payments

Never lose track of your warranty claims and collect money easily in batches.

🕐 6 min 

User Management

Create users and manage their permissions in Walkabout.

🕐 5 min 

Scheduled Maintenance Plans

Create, enroll and schedule customers into scheduled maintenance plans that fit into your company's offerings.

💬 Form Submission 

Integrations

Explore integrations that make your team’s workflow more efficient. Choose the tools you need and we’ll handle the setup.