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SaaS company

Orchardine Valley Software · SaaS company · Portland, OR

Kenji Zielinski is the support lead at Orchardine Valley Software in Portland, and he uses this to run the desk's weekly customer calls from one booking page, giving every request to an agent so nobody is ever on two calls at once.

Software and ITSchedulingBookings3 tables · 6 views · 2 forms · 2 dimension sets · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Call board

Tickets
Requested4
Pinecrest: Seat count on the invoice looks too highOV-5137Pinecrest Field Services
Fenwick: Mobile app shows an old scheduleOV-5138Fenwick Hollow Landscaping
Linnet: Refresher on reports for the ownerOV-5139Linnet and Pike Architects
Harrowgate: Talk through the plan change at renewalOV-5140Harrowgate Roofing and Gutters
Booked18
Ironwood: Add a purchase order number to invoicesOV-5119Ironwood Machine and Tool
Marlowe: Duplicate rows after a bulk editOV-5120Marlowe Brook Veterinary Group
Pinecrest: Teach the dispatch desk the new boardOV-5121Pinecrest Field Services
Fenwick: Go over the new features since signingOV-5122Fenwick Hollow Landscaping
Linnet: Import the customer list and check the fieldsOV-5123Linnet and Pike Architects
13 more
Completed14
Tidewell: Seat count on the invoice looks too highOV-5101Tidewell Plumbing Supply
Quillcrest: Mobile app shows an old scheduleOV-5102Quillcrest Dental Studio
Ironwood: Refresher on reports for the ownerOV-5103Ironwood Machine and Tool
Pinecrest: Set up roles and permissions for a new officeOV-5105Pinecrest Field Services
Fenwick: Webhook fires twice for one new jobOV-5106Fenwick Hollow Landscaping
9 more
No-show2
Marlowe: Talk through the plan change at renewalOV-5104Marlowe Brook Veterinary Group
Cinderfall: Calendar connection drops each morningOV-5112Cinderfall Event Rentals
Cancelled2
Tidewell: Set up roles and permissions for a new officeOV-5117Tidewell Plumbing Supply
Quillcrest: Webhook fires twice for one new jobOV-5118Quillcrest Dental Studio

Tables

Tickets

40 sample rows · 12 columns

Every support call asked for or booked: the customer, the agent and the half-hour it holds.

What needs helpTicket numberAccountAsked byReply toKind of helpPriority
Ironwood: Add a purchase order number to invoicesOV-5119Ironwood Machine and ToolOdile Fensterwaldodile.fensterwald@ironwoodmachineandtool.netBilling questionNormal
Marlowe: Duplicate rows after a bulk editOV-5120Marlowe Brook Veterinary GroupPhilomena Traskphilomena.trask@marlowebrookanimalgroup.comBug walkthroughNormal
Pinecrest: Teach the dispatch desk the new boardOV-5121Pinecrest Field ServicesNoor Abdelhamidnoor.abdelhamid@pinecrestfieldservices.comTrainingNormal
Fenwick: Go over the new features since signingOV-5122Fenwick Hollow LandscapingTilda Gundersentilda.gundersen@fenwickhollowlandscaping.comRenewal check-inHigh
Linnet: Import the customer list and check the fieldsOV-5123Linnet and Pike ArchitectsAurelio Benedettiaurelio.benedetti@linnetandpikearchitects.comOnboardingNormal
Harrowgate: Calendar connection drops each morningOV-5124Harrowgate Roofing and GuttersAurelio Benedettiaurelio.benedetti@harrowgateroofing.netIntegration helpNormal
Westering: Seat count on the invoice looks too highOV-5125Westering Home InspectionsOdile Fensterwaldodile.fensterwald@westeringhomeinspections.comBilling questionNormal
Corvane: Mobile app shows an old scheduleOV-5126Corvane Freight BrokersHedvig Salazar-Quinnhedvig.salazar@corvanefreightbrokers.comBug walkthroughHigh
Sundial: Refresher on reports for the ownerOV-5127Sundial Pediatric TherapyHollis Dankworthhollis.dankworth@sundialpediatrictherapy.orgTrainingUrgent
Cinderfall: Talk through the plan change at renewalOV-5128Cinderfall Event RentalsLalitha Sundaramlalitha.sundaram@cinderfalleventrentals.comRenewal check-inNormal
Meridian: Set up roles and permissions for a new officeOV-5129Meridian Courier CollectiveAurelio Benedettiaurelio.benedetti@meridiancouriercollective.comOnboardingNormal
Greywether: Webhook fires twice for one new jobOV-5130Greywether Property GroupWynne Castellanos-Roewynne.castellanos@greywetherpropertygroup.comIntegration helpHigh

6 more rows

Accounts

16 sample rows · 10 columns

The customer companies the support desk looks after, with plan and main contact.

CompanyPlanSeatsMonthly feeMain contactContact emailContact phone
Alderbank Tax and BookkeepingTeam19$199Raelynn Thorsby-Nunezraelynn.thorsby@alderbanktaxbookkeeping.com(503) 555-0160
Cinderfall Event RentalsTeam31$199Matthias Okeke-Lindgrenmatthias.okeke@cinderfalleventrentals.com(503) 555-0161
Corvane Freight BrokersBusiness64$499Mirela Ostrowski-Vancemirela.ostrowski@corvanefreightbrokers.com(503) 555-0151
Fenwick Hollow LandscapingBusiness55$499Grigor Haldane-Mbekigrigor.haldane@fenwickhollowlandscaping.com(503) 555-0163
Greywether Property GroupEnterprise210$1,450Philippa Odongo-Raskphilippa.odongo@greywetherpropertygroup.com(503) 555-0155
Harrowgate Roofing and GuttersTeam26$199Tobiah Mwangi-Castellantobiah.mwangi@harrowgateroofing.net(503) 555-0157
Ironwood Machine and ToolEnterprise180$1,450Tamsin Varga-Obrientamsin.varga@ironwoodmachineandtool.net(503) 555-0164
Larkspur Family DentistryTeam21$199Baptiste Sorensen-Adeyinkabaptiste.sorensen@larkspurfamilydentistry.org(503) 555-0165
Linnet and Pike ArchitectsTeam22$199Desmond Achebe-Lunddesmond.achebe@linnetandpikearchitects.com(503) 555-0152
Marlowe Brook Veterinary GroupBusiness48$499Sanjana Whitlocksanjana.whitlock@marlowebrookanimalgroup.com(503) 555-0153
Meridian Courier CollectiveStarter11$49Zofia Lindahl-Reyeszofia.lindahl@meridiancouriercollective.com(503) 555-0166
Pinecrest Field ServicesBusiness72$499Yasmin Delacroix-Boydyasmin.delacroix@pinecrestfieldservices.com(503) 555-0158

4 more rows

Also included

  • Your support callsClient portal
  • Call boardStage rules
  • Monday call listDigest
  • New call requestNotificationTells the support lead when a customer asks for a call so an agent can be named.

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