Job
Any special notes Regarding that customer/ House
You can find it on the homepage
TAGs
click here when heading to a call
Dispatch
What does WCA stand for?
Warranty Claim Authorization
What do you need to write on every check you turn in?
Job #
How many years does a platinum warranty last?
12 years
this information includes phone numbers, email addresses, and physical addresses of the customer
Contact Details
Click here to find out about the homeowner's system(s).
Existing Equipment
What does PRF stand for?
Parts Request Form
A consumable or part used is known as _____
Material
What percentage discount does a MJ employee get?
40%
Content Portal
this feature allows users to access and review past billing documents for completed jobs.
Previous Invoices
When signing up a new PA member, what day will their billing cycle be if they sign up on the 13th?
15th
Present
this is who I call if I need to reschedule the call before i have arrived.
Dispatch
What your going to out to the call for. CSR enters this to the ticket.
Request Notes
Clicking here gives you all estimates sold or open.
Previous Estimates
this is where you add all your notes and information for the homeowner.
Invoice Summary
Add materials in this tab
Invoice
Add this item to your estimate when making a full warranty repair.
Full-Warr/100%
Click here if you need a part brought out to you in the field.
Request Items
Found in history, this is where you put special blurb about their nasty Dog.
Notes
Priority Advantage Maintenance Form
When do you use the E-sign Button
no one is home or rental
Click here when you are ready to complete the call
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