Procedures
Tag used to notify inventory that a job that needs material is booked.
What is material tag?
The two tabs that are used most often as a CSR.
What are job booking, and dispatch?
PPIs can be scheduled on these two technicians.
Who is JD and Jack?
Water heater install
What is 2 men 3 hours?
Do not use this button if you are putting a client on hold.
What is mute?
What is how many gallons it holds and if it is gas or electric?
On the dispatch board, this color is used to indicate that the technician has dispatched to the job.
What is purple/pink?
Priority scheduling definition.
What is being called first if you are on the WES list?
What is 2 men 6 hours?
What is 2 men 8 hours?
What is 2 men all day?
The four most important contact details when scheduling a new client.
What is name, address, phone number, and email?
Other than answering phones and booking jobs, name one other daily task for CSR.
What is categorizing non-booked phone calls?
What is maintain email?
This page is where the tenant's contact information should go.
What is an inspection, double material warranty, 10% off all work, priority scheduling, and $200 credit?
1 man 3 hours
1 man 3 hours
2nd man- 3 hours
What is 2 men 6 hours?
What is 2 men all day?
What are:
Is it an active leak?
Is there water damage?
Have you used your fixture recently?
Does it leak when the fixture is used?
Name all of the arrival times available.
What is 7:30-8:30, 7:30-12, 9-1, 10-2, 12-4, 2-5, after 4?
The techs have weekly restock and biweekly team meetings. Name what team uses what day for restock.
What is Tuesday- Sean, Wednesday- Scott, Thursday Tim?
The tags used when scheduling PPIs.
What is call ahead, arrival time, Protection Plan Member, Protection Plan Inspection, and Plumber and Electrician?
Electric Service Upgrade
What is 2 men 6 hours?
What is 2 men 8 hours?
What is 2 men all day?
Information given during wrap-up speech.
What is repeating date and time, and how we charge?
Also accepted: Booking confirmation, call on the way
What is water service, rough in, gas pressure test?
This tab can be used for taking one payment for multiple invoices. (must be same company)
What is accounting?
After purchasing a membership, the client moves to a new home. The membership now belongs to...
2 men 5 hours
1 man 4 hours
2nd man- 4 hours
1 man 3 hours
1 man 3 hours
What is 2 men 15 hours?
What is 2 men 2 days?
Name two things that should be always stated in your greeting.
What are the company's name, and CSR's name.