Spec (Cooling)
Standard H&R Block strip-mall location
(4) 1Tons
Titusville, FL (32780)
377
Where you find equipment, customer names, contracts, etc.
Inquiry (Option 4)
The 3 attachments required to send along with the reservation to the field
Reservation, WO, IVR Info
Accept
PetSmart Salon
(1) 1.5T WC or (2) 1Tons
Estero, FL (33928)
378
1.5Ton WC cat-class
718-1115
Fields to fill in so template works
Herc Branch, Branch Contact Name, Reservation/Quote number, PO Number
Service Channel status when gear is on-site
In Progress/Incomplete
CVS (Sales Floor & Rx)
(8) 1Tons
Gary, IN (46401)
118
What are Watterson's monthly rates for a 5Ton WC unit?
$282/$960/$1990
What to do with separate cases related to the same rental
Merge with OG case
ServiceChannel - who do you send messages to?
Requestor and Herc distro
Michaels (Break Room, Frameshop, Manager Office, Classroom, and sales floor)
(4) 1Tons and (4) Vectors
Greenville, SC (29615)
322
Customer #3015272
Tapestry INC
Status when something is approved or declined?
Re-Opened
2 ways to re-open a closed ServiceChannel WO
Call 516-500-7776 to check back in or post a note asking the customer to re-open
Large Walgreens (Bronx)
Mix of 12Tons, 5Tons, and 1Tons
Bakersfield, CA (93301)
642
How much delivery/pickup did we charge on RA 33155212?
$990/$660
Where are the templates created by GP?
Within the email client, "Insert, create, or update template"
After installation, what do you do in ServiceChannel?
Ensure WO is in "In Progress/Incomplete" status, push scheduled date out to est. rental end date, add note saying installation is complete, add requestor and Herc distro, attach pictures, hit send