F9 Codes
This code is used most commonly, for general notes
What is a CSCLD
A program used to take payments
What is Kubra
The first process we try when a commercial customer wants to make a change to their account
What is consult their sales team
Notepad
F9
Standard Greeting
What is, "Thank you for calling Casella, this is <name> how can I help you"
To notate a payment
What is a *COLL
A program used to receive calls
What is Webex Contact Center
When we have to close out an account due to a customer moving and no longer needing service
What is a cancelation
Work orders
F8
Things we may need to schedule from a call
What are cccbs, w/os and/or CRM cases
This code is used when we have a complaint to document
What is a CSCMP
A program used to find residential pricing
What is Carepages
When a customer wants to pause their service for a few months, but not cancel
What is a seasonal stop
Bin Screen in AS400/services tab in Softpak
F12
Information needed to document a call in F9
What is, who called, why they called, what we did and any resolution - any follow up or w/os scheduled
This code is used when a customer is canceling due to price
What is a CLPRC
The original program used for customer's profiles, also known as "Legacy"
What is AS400
We have to do this on every call, for customer's that have an account with us
What is document the call - or add notes to their account
Billing in AS400/Back in Softpak
F3
When creating a case in CRM, we always need these
What is their name, phone number, customer type, category and sub-category and notes in the case
This code is used when the driver misses a stop
What is a *MS
A program used to quote a roll off
What is CRM
When we want to change the rate on a customer's account, we use this process
What is a Price Change process, or a perm change
Contract Pricing
F11
What to confirm on every account/call
Name and Service Address