Who Handles What?
CSR Processes
Cincinnati Customer's
Scripting
Facts about CSRs
100

Who is our HVAC & Remodel Sales Coordinator?

Stephanie McFarland

100
What does ONCALL Mean? 50 Bonus points if you list the hours we run ONCALL Jobs

After hours for TRUE Emergencies Only - Louisville Customer's ONLY. 

Typically ran between 8pm-10pm

100

What is our temporary SRC Price in the Cinci Area?

$49 

100

What is our turn around time for logging tasks? (With an exception of Dispatch Tasks) 

24-48 Business Hours

100

What is Liz's daughter's name? 50 Bonus points if you spell it right

Everleigh

200

Who do you share the Truck Incident Form too? 

Call Center Team Leads (Hailey & Autumn)
200

Which scenario has an actual scheduled date that the CSR tells the customer? 

Extended Area or Manager Review

Manager Review 

200

What is a Service we provide in the LFE Area but not in our Cinci Area?

Bathroom Remodel

200

What does instill the value before the SRC mean?

To have an expertly trained technician come with a fully stocked truck, evaluate your situation and prepare you with options we have an $- Service Response Charge.

(Describing what comes with the SRC) 

200

Which CSRs have birthdays in the month of March? 

Andrea & Tre! 

300

It is 2pm on a weekday, customer is needing to cancel a SOLD Plumbing Service Job. Who do you call/task?

Jared Campbell (Rehash Specialist for Plumbing Service) 

300

Which departments work on Saturdays in the Cinci Area?

HVAC & Plumbing

300

What forms of payment do we provide? What's important to tell the customer about payments?

We are a cashless company, accepting all major credit cards, debit cards and checks as payment at the end of service! 

300

How many Call Center Employees have children? (Human Children)

10

400

Customer wants an update on their Part Status for their HVAC Install Job scheduled next week. Who handles the call?

Branna Westermann (HVAC Install Coordinator) 

400

Who handles Cincinnati Permits? 

Ashley Simms (Cincinnati Office Coordinator)

400

What 3 things should a CSR always verify before answering/asking booking questions to ensure it's a true bookable call?

Service we provide 

Service Area 

Owner/Authorized Payer

400

Which Call Center Employee has worked here the longest? 

Hailey

500

A customer calls requesting to speak to the technician who repaired their water heater yesterday. The Water Heater is still leaking, who handles this call? 

The CSR! CSRs will need to schedule for the technician to come back out there

500

Which CSR used to be the Plumbing Install Coordinator in 2022?

Brandy! 

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