Customer History & WO Types

WO Types

100

What WO type is a WH without heat?

IAQ

200

What WO Type is a dead animal in AC?

Smell or Noise

300

What WO type is a fireplace not working?

NONE we dont work on Fireplaces

400

What is the WO type for a Water softener not working?

IAQ

500

What is the WO type for a Humidifer/dehumidifer not working?

IAQ

Brief Description

100

What are 3 of the important things that should be in the brief description

Arrival Window, Geo/Boiler/Oil, Dont reschedule, Filter Needed (what size!), senior tech, selling tech

200

How many hours are the techs arrival windows

2 hours

300

How many hours are the salesmen's arrival windows

1 hour

400

If the Customer does know their filter size where do you look?

In the additional info in the customer:job or their history

500

What do you do if their is a converted acuity and their is no brief description?

Update the time by the time promised section

Detailed Description

100

If a tech is requested what needs to be in the detailed description

Customer requested daniel let customer know that we will do our best to get him out but we cant promise that he will be the one out.

200

If a 6-8 is on the schedule what needs to be in the Detailed description?

QUOTED OT

300

If a customer tells you that their system is 15 years old and they may want to replace it what should be in the detailed description

15 years old and they may want to replace it

BONUS: *selling tech (in brief)

Item Codes

100

If the customer is calling in for a gas furnace tune-up what are the item codes?

PTUGF & PTUDISC

200

If the customer is calling in for a oil furnace tune-up what are the item codes?

PTUOF & PTUDISC

300

If we just installed a system 3 months ago what goes in the item codes?

DIAGNOSTIC

400

If the customer called in with a gold plan what do you put in the item codes?

DIAGNOSTIC & PROCLAIM

500

If a customer calls in and they have a gold plan does their plan cover a Water Heater Diag?

NO! But Platinum does