Parker 101
Why do we provide and recommend a free visual estimate?
TO Get the tech in the door
What is the first step to taking an inbound call in Service Titan?
What is Answer the phone
What is the most affordable PFP option?
What is Monthly
If someone started out as a HD Member.. Can we sell them a PFP?
What is Only Electrical
Whose name does the account get built under for a Commercial property?
What is the Business Name
Explain the Parker and Sons diagnostic fee..
$79 Applied when a tech has to take out a tool to diagnose what wrong with something.
How do you add a debit/credit card to a customer account?
What is the Customer page then add payment button
What are 3 PFP selling points?
When booking a Home Depot job, What 2 things do you need before scheduling.
Whose name does the account get built under for a Landlord/Tenant property?
What tags are mandatory for a callback/recall service request?
Call Back/ Standby
What is the quickest way to communicate with dispatch?
What is Teams
How much does a VGDSV1UN cost the customer?
What is $298
Who do we email to request an invoice/receipt for a HD or Costco customer?
What is receipt@parkerandsons.com
Whose permission do we need to have to schedule an HVAC No Cool service request for a tenant?
What is the landlord
How do you submit time off?
What is Ultipro
When a customer returns a confirmation/notification call, how do we communicate that with dispatch?
What is Send Job Link to dispatch and confirm appointment
What is the acronym for a HVAC & Plumbing PFP, Monthly w/ 2 Units?
WHat is MBTRSV2UN/P
Does HD and Costco have their own Business Units?
Yes
Do we need Payment method before schedule a Commercial, Rental, Or Realtor job.
What is yes
If a customer is requesting a "Preferred Tech", what are the 3 steps to achieve that request and schedule the call?
What is Tag & Notate Job, Assign Tech, Use capacity planner info button to see if available
How do you make an outbound call through Service Titan?
What forms would you complete if the customer wanted to upgrade their Parker Family Plan?
What is the Change/ Cancel Form & New PFP Form
What Needs to be verified when a Costco AG Calls in?
What is Store number, AG Number, Date Lead obtained, Homeowner information
How much is a Realtor Inspection?
What is $189