Tactical
Dispatching
Task
Management
Quality
Calls
Service
Titan
General CSR
Knowledge
100

Priority level of a FIXTURE clog

What is LOW 5+ days

100

Task are located here 

What is customer page, the job itself and the dashboard 

100

Places our company at the very top when searched for 

What is LSA 

100

Page where payment/payment methods are found 

What is customer page 

100

How long has Southern Air been in business 

What is 1984

200

When to schedule a working water heater that is 8+ years and have few issues

What is today/tomorrow 

200

TRUE OR FALSE: Membership issues should be tasked 

What is False 

200

PPC: Means what and how it works

What is pay per click and business pays a fee each time user clicks on targeted ad. 

200

Record of everything done to a job can be found here 

What is job history 

200

Which region were we aiming to beat recently 

Who is Lafayette 

300

HVAC service that falls under NORMAL priority 

What is 1-5 breakdown, 6-9 maintenance 1+ year unit that we installed 

300

Is always included as the employee involved 

Who is Mike 

300

This step involves gathering information and asking questions 

What is A - assess 

300

TRUE or FALSE: A location can be added on the locations page

FALSE 

300

Booking rate goal 

What is 30% 

400

Days out for NORMAL priority 

3-4 days 

400

Link & Andrew, Chase & Dustin, Kizer, Adrienne, Josh handle these issues


What is hvac, damages/install, parts. billing, plumbing

400

Tactical dispatching comes before which step 

What is RESPOND 

400

First to be looking at when opening a customers account 

What is notes 

400

When did D become CSM 

What is Oct 1st 

500

Priority level of 20+ branchline clog 

What is HIGH

500

All areas to be filled out when creating a task 


 What is task name, task type, task source, assigned to, description, start date and due date

500

Name of the quality call acronym and its steps 

What is HEARD - Halt, empathize, assess, respond, deliver 

500

Unit age can be located here 

What is equipment page, photos or notes 

500

How many techs do we have total (only hvac & plumbing)

What is 27