General
All things EST
True or False
Key Steps
EST Facts
100

Who travels to the customers location to resolve equipment issues 

Technician

100

What does EST stand for?

Equipment Service Ticket 

100

We can duplicate tickets, if the customer calls back 

False

100

When creating an EST, the first selection in the Decision tree is 

Equipment 

100

What platform can customers use to create EST's

MyCoke

200

What is the SLA time for local call 

48 hours to 72 hours 

200

Clicking what option will populate the decision tree?

"Create Case"

200

Reactive planners and Schedulers handle EST's

True

200

During this step, the only option that will prompt the creation of an EST is:

My equipment needs repair / maintenace 

200

Multiple assets equal...

Multiple tickets 

300

How many times can you escalate an EST?

Once

300

If a customer has 3 bar guns with equipment issues, how many tickets do you need to put in?

1 ticket 

300

Probing questions are required if equipment is not listed on the customer's account 

True

300

What should you offer the customer after submitting an EST

Case Number 

300

After an EST is created, where does it go? (2)

Planners or Schedulers 

400

Where can the Technicians notes be viewed? 

Work order 

400

How much do we charge to service our customer's equipment?

$0

400

Every piece of equipment we service has an asset number 

False 

400

This section should be typed in all caps for the tech to have a better view (2)

Detailed Description & Equipment Location

400

Should the service or calling hours be updated when submitting a EST?

Service hours 

500

What does NAOU stand for 

North America Operating Unit 

500

What area of Salesforce should you review prior to submitting an EST to ensure you are not duplicating a ticket?

Case History 

500

You should confirm the Service and Business hours with the customers after the case is created

False

500

When verifying the account information, you must confirm (4)  

Account name, Address, Business number, and Contact info.

500

If a technician has completed a call what status should the the EST reflect?

Closed

M
e
n
u