DOLI
ESCALATIONS
MAJOR CLIENTS
VOCAB
MISC
100

This is tab you click from the menu bar to input additional instructions for the servicer. 

What is Scope of Work?

100

When a customer calls in because the servicer did not arrive for the scheduled appointment yesterday, we will create this type of escalation.

What is missed appointment?

100
We perform all types of installations for this client including fitness equipment, appliances, connected home and home theatre.

Who is Nebraska Furniture Mart?

100

AI is a common abbreviation we use at CRST for this type of service.

What is appliance installation?

100

The four-letter acronym "CART" stands for this. 

What is Clarify, Ask, Refresh and Thank?

200

This is where you would click on the menu bar to reschedule an appointment.

What is Book Order?
200

This escalation is used if the customer calls to inform us the servicer finished the job but left all the boxes and packing materials from the new appliances.

What is a services not complete or below standard escalation?

200

This is the branding we use when answering a Best Buy call.

What is, "Thank you for calling CRST Home Solutions, an authorized Geek Squad service provider"?

200

This tool is where you can go to find help with any call type.  You can browse by the client, call type, or use the search bar.

What is Workflow?

200

This is the dollar amount a servicer may request if they are unable to perform the job, due to no fault of their own.

What is $20? 

300

This tab you can click on to view the three-hour window once it is set by the servicer.

What is Get Dates?

300

We will use this type of escalation if the customer calls in and complains that the servicer was using inappropriate language.

What is an unprofessional behavior/dress code/vehicle escalation?

300

This is our back-office team who handles our newest clients.

Who are the new client incubation team?

300

The CRST Home Solutions department that is responsible for a majority of order scheduling needs.

Who is Resolution Care?

300
A servicer calls in to inform us he can't complete the job today, the customer needs to first get an electrician to fix the wiring.  This is the status you will change the job to in DOLI.

What is Awaiting Customer Action - Site Not Ready?

400

This is where you click on the menu bar if you want to send an e-mail through DOLI.

What is Communication?

400

This is the escalation type used when the customer specifically requests compensation.

What is a management support escalation?

400

Resolution Care will create and schedule orders for this client, including taking payment from the customer through Pineapple Payments.

Who is Sunsetter Awnings? 

400

The abbreviation OTR stands for this.

What is Over the Range, a microwave?

400

A customer called in today at noon to advise their newly installed dishwasher is leaking all over their kitchen floor.  This date is when you will schedule their troubleshoot visit.

What is today's date?

500

This is button in the menu bar you will click if you need to change the status on the order.

What is Edit Order?

500

This is what we will select in the "ownership" field when doing a field management support escalation.

What is Installs Support?

500

This client does not include haul-away with their installations, it will need to be added as an additional SKU.

Who is Lowes?
500

At CRST we use the abbreviation "HT" to describe this type of service.

What is Home Theatre?

500

If the customer requests a sooner date, we will create an escalation if the current appointment is this many days out from today's date.

What is ten days? 

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