Support Requests
A job must be in one of these two statuses for a new job exception to be created.
Scheduled or Ready to Schedule
Typically, a work order will be created when the job is in this status.
Completed or closed.
In a DD Confirmed activity, you have the option to add a new estimated received date or to choose “DD Confirmed.” Which option will move the job to “Ready to Schedule?”
DD Confirmed
We will select this as the follow-up date in a Support Request if the ETA of the product is more than 2 weeks away.
Two weeks from today’s date.
This is who will be charged for the work order amount when “Installer Issues” and “Poor Craftsmanship – Active” are the expense reason and reason description.
The debiting PROvider will be charged.
The product type that is usually direct delivered to the PROvider’s warehouse and then brought to the install site on the date of the install.
Carpet
This activity is created for the store to work when the “Notify Store on Missing/Damaged Product” action is selected in the Support Request.
Product Required Activity
This should be created on every new work order to ensure that IST follows up.
A follow-up task.
The priority level of a DD Confirmed activity in your daily workflow
2nd priority
Completing a Support Request activity will move the job to this status.
Ready to Schedule
This is the labor amount that should be included in a work order for an initial inspection by the original PROvider.
$0.00 or non-billable
What happens when we select a new estimated arrival date on a DD Confirmed activity?
Original DD Confirmed activity will be completed, and a new one will generate for the ETA selected. The job will remain in “Waiting for Product” status.
To create a new Support Request, you would click this button
Support Request
The expense approval threshold for Project Support Professionals.
$103
If a customer calls in to confirm they have received all DD product, but there is no “DD Confirmed” activity on the job, how is it changed to “Ready to Schedule?”
By switching the “No” to “Yes” under “DD Confirmed” field in “Job information.”