Message Forms
Customer wants to change their Payment method.
What is Billing
What do you click on to start scheduling an appt?
What is New Case
Customer wanting to discuss a charge they saw in their statement?
What is a Day message to Billing
Light Switches need to be repaired.
What is $50 Deductible
When do you have to state the Survey Scripting?
What is whenever you issue a new CAS or a new Oppty.
Customers parts are past the ETA date, no parts have been received.
What is Parts not Received.
What Box would you have to click if the customer requested technician, Ryan Reynolds?
What is Special Technician
Customer wants to sign up for a policy?
What is Task - Issue Contract
A Shower Head Install
What is $40 Estimate
What would you need to fill out if a customer is calling and telling you they are having a possible Gas Leak
What is CO & Gas Leak Emergency Jot Form
Customer wants a vaccinated tech to attend their appt
What is Supervisor Callback
If the customer wants to recieve their confirmation info via email, what would you have to do?
What is Change Contact Method from Any to Email
Customer requesting a quote on an Ultra Violet Air Cleaner
What is Oppty to sales. Indoor Air Quality
NEW Wiring to plug in a Hot Tub
What is $40 estimate
What are the steps to help a customer shut off their Water Heater?
1. First, instruct the customer to turn off the gas or electricity to the water heater.
2. Then, turn off the water supply
3. Lastly, drain the tank if it’s still leaking.
Customer wants to know the ETA for when their loaner space heaters will be delivered
What is Parts, if agent is unable to reach out on the Parts Direct Line.
If the customer just had an appt last week and is looking to schedule again for the same thing because it is still not working what box would you have to check off?
What is Repeat Call
Customer requesting to speak with Tim Eher as he was talking to him in regards to their situation.
What is a Daytime Message to Other -Attn: Tim Eher
Replacement of a Garbage Disposal
What is a $50 Deductible
If a customer is calling and asking about Peak Rewards what would you need to tell them?
What is that they would need to call BGE Utility
Customer stating that during appt, that the technician broke their solar powered light in the yard.
What is Other
What places can you look for someone that may be listed as an auth user?
What is Info/Notes Tab, Additional Contacts, Extra bubble/window in appt screen, Secondary Contact info.
Customer Failed their County inspection after having us install a new furnace
What is a Task.
New Gas line to appliance
What is $99 - Estimate
If a customer is calling to schedule a Generator appt Calvert County, what day of the week would you schedule them for?
What is either Tuesday or Thursday