What does the 'Audit & Lock' feature do?

Managers and accountants can use the 'Audit & Lock' feature as an additional layer of checks and balances when managing completed calls.

The Audit Feature

• Gives a visual cue that the call has been reviewed by a manager or accountant.
• Reduces the guesswork of who audited the charges.
• Eliminates the need to open each call for billing, as a team member has already confirmed the accuracy of the charges and balance owed.

The Lock Feature

• Offers the flexibility to close off the ability of future modifications.
• Allows managers & accounts control to lock/unlock the call.
• Once the call has been locked, it will no longer present an option to modify, instead offering only a "View" option.

Where can I audit & lock calls in Towbook?

You can audit and lock calls from various places in Towbook, wherever you see the icons:

1. The "Completed" tab on the "Dispatching" screen.
2. When recording a payment on a completed call from the "Dispatching" screen.
3. In the call editor when saving changes to a completed call.
4. When you select a specific account in the "Accounts" tab.
5. Several reports, including the "Call Analysis", "Call Workflow", and "Dispatching Analysis" reports.

HELPFUL HINT: When hovering over the Audit or Lock button in Towbook, it will show who and on what date the call was audited or locked.

As always, please don't hesitate to contact our support team with any questions; we're always here to serve you!

The Audit & Lock feature is available in the Pro Plan and above.