Please note that the following features are in beta testing and are not yet available to all pros. Features in beta testing are subject to change based on feedback we receive.
VoIP allows you to make calls directly from HCP web. Our VoIP solution can be used in conjunction with call tracking numbers. For more details, please see Communications.
Accessing the Dialer
To access the dialer, open up the phone next to +New.
This will open up the dialer. You should ALWAYS keep that open next to HCP. NOTE: In order to receive calls your dialer must be open.
Receiving an Inbound Call
When you receive an incoming VoIP call, you will receive a desktop notification. Your dialer will also start to ring and show the incoming call.
If it is an existing customer, you will see the customer name, number, and the lead source associated to the call tracking number they called into. If it is an unknown customer, you will see the phone number and lead source only.
From there, you can click on the incoming desktop notification or answer it through the dialer. When you answer, it will open up the customer intake flow in a new tab. As you can see, the customer profile, phone number, and address have all been populated for you. Simultaneously, you will be connected to the customer.
While on the call you can use Mute or Unmute, Start or Stop the recording, and utilize the Keypad. Also, you can end the call through the dialer.
NOTE: Avoid refreshing the dialer while you are on the call. This may result in a loss of connection to your customer.
Using the customer intake flow, you can gather information about the customer, schedule the appointment, and update their customer profile. Once you are done, you will have the option to save it as a job, estimate, or call notes.
If you save it as a job or an estimate, this information will get auto-added to the call log with that information attached:
If you save it as call notes, you will have to manually enter the reason and notes associated to the call for that to get added to the call log:
Making an Outbound Call
To make an outbound call, you have a few options. You can either call from the Call details on the global call log or the customer call log. You can also call directly from the dialer.
Global call log:
Customer call log:
Once you click the call button, the customer intake flow will open in a new tab with the outbound call initiated on your dialer.
Just like with an inbound call, you will be able to add notes, edit the job, etc. and then that data will appear on the call log.
Using the Dialer
Search for Customer
To search for a customer, you can enter in a number or a name in the customer field on the dialer keypad.
It will populate with customers that match your search.
Once you click on the customer, the name will populate in that field and the number will populate in the keypad field. You then have the option to Call or Backspace the numbers you have entered.
Using the Keypad
You can click into the keypad field to use your keyboard to enter digits or you can use the keypad and mouse directly:
Accessing the Call Log
You will have access to a call log within the dialer. This call log will provide the most real time data. It should match the call log within HCP web but there may be a slight delay with what you see in HCP web. To access the dialer call log, click on Call log next to the Keypad icon:
In the call log, you will see All calls or Missed calls. You will also see badging for any missed calls. In order to clear the badge, you will need to select on that call row.
Clicking on a call will open up the Call details where you can see what type of call it was, the number, name, lead source, and call recording. You can also make an outbound call through the Call details.
Listening to Voicemails
To listen to Voicemails through the dialer, simply select Voicemail in the bottom navigation next to the Keypad icon:
Voicemails work very similarly to the Dialer call log. The only difference is that it is filtered down to only calls that resulted in a voicemail message.
Selecting a call in the list will open up the Call details where you can listen to those voicemails.
If a customer leaves you a voicemail, you will be notified in a few ways:
Through the global call log in the Inbox. Note: you may need to refresh to see it.
Through the dialer: