{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/4f55596d22b54968a59dee554fe9f95a\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/4f55596d22b54968a59dee554fe9f95a-22008e5a731f8016.gif","duration":143.033,"title":"Creating Follow-Ups and Call-Outs in Service Tracker","description":"In this video, I walk you through the process of creating follow-ups and call-outs within our client records. I demonstrate how to navigate to the schedule, which can include various types of visits like contract schedules or job schedules. I specifically show how to create a follow-up for someone who has not completed their task, including selecting the person responsible, adjusting the date and time, and adding internal notes. After saving, the follow-up will appear in the next visit's list. Please make sure to follow these steps when managing client interactions."}