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How to CC a mailbox when creating an Autotask Service Call

Autotask Service Calls are a great way to organize/sort/order work for engineers. Unfortunately, it’s very difficult to know who created a Service Call, when, why, when they did an edit, etc.

One solution for this is to create a special mailbox that contains notifications for Service Calls.

A Service Call Form can be used in the New Service Call in Tickets/Tasks as well as via the Dispatch Calendar.

What you can do is create a new Form in Autotask Form Templates of type Service Call, and then include the special mailbox in the Other Email(s) field, like so:

How to CC a mailbox when creating an Autotask Service Call Giant Rocketship › Giant Rocketship | Autotask
Email All Service Call Creations to an Email Address

To see this in action, in Dispatch Calendar for example, click New->Service Call and then choose the new Form in “Enter Speed Code”:

How to CC a mailbox when creating an Autotask Service Call Giant Rocketship › Giant Rocketship | Autotask

Note, your end-user will see the CC if you have your Form set to email them as well.

Tired of manual dispatch/scheduling/escalations? Try Flight Deck for Autotask to take the pain (and cost) out of dispatch and team optimization. Better yet, every action taken by your service manager, dispatchers, and engineers is logged, including an optional notification in the ticket of the action being taken.

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UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

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