Appointment Status
What is the appointment status for a newly dropped call? List number, name, and color.
10 New ( Red )
What appointment status informs everyone that a work order will be quoted?
70 Prep Estimate
What is required after accepting and printing every work order?
Reviewing and writing the site history on the paper ticket, Including the amount of visits within the last 90 days.
How many purchase order types do we have and what are they?
5 purchase order types.
1. Work Order
2. Truck Stock
3. Truck
4. Hotel
5. Office
What day of the month should we have all PMs pending schedule?
The 3rd of the month.
Sending a call to a tech is what appointment status? List number, name, and color.
40 Dispatch ( Green )
Where would you find the technician's 1st call charges?
Tech Tickets
What should Dispatchers do first thing in the Morning?
3 answers, each answer is worth 100 points.
1. Verify no calls are left behind on the previous day.
2. Paper board is moved down and ready for the current day.
3. Reach out by phone to Technicians to verify they are enroute.
What should be done when tax is being charged?
Add the Tax to the Highest Priced Item.
What are the 4 types of ASM work orders?
1. Interview
2. Quality Survey
3. Ride A Long
4. Service meeting
When you get an Approval or Rejection for a quote, what happens?
The Approval or Rejection appoinment line is rendered as inactive and a new appoinment line is opened as a 31 Ops.
Once a quote has been inputted in a work order and the description has been completed, what are the next steps for completing the quote process as a dispatcher?
3 answers required to gain all 1000 points.
1. Print the quote out and place inside the paper packet for that Work Order.
2. Enter a note into the work order stating the Quote has been entered and is ready for RSM Review.
3. Change the appointment status from 70 Prep Est to 70B Est TechRev
What major Appoinment statuses do dispatchers own and handle on a daily basis?
3 answers, each answer is worth 200 points.
1. 70 Prep Est
2. 90 Order Parts
3. 95 Parts on Order
In order to create a PO# correctly, what 3 things must you have?
1. Vendor code
2. Warehouse # (Truck #)
3. A Reference of either Inventory for truckstock orders, or a Work Order # for PO's being cut to a work order.
How many related Work Order Statuses do we have and what are they?
What is, 11.
1. ASM Ridealong
2. Capital Split
3. DG Coil Cleaning
4. Expense Split
5. Final Permit Inspection
6. PM Add
7. Quality Survey
8. Quote
9. Recall Work Order
10. Starbucks - ARES Split
11. Warranty
What are the 5 varieties of the 70 appointment statuses? List number, name, and color.
1. 70 Prep ( White )
2. 70A Est Entry ( White )
3. 70B Est TechRev ( White )
4. 70C AM Rev ( White )
5. 70D Est Revise ( White )
Where do you find customer specific information regarding the quoting details and who to send them to for approvals?
Site notes on the face of Work Order
What 3 things should be completed by the dispatchers at end of day, every day?
1. Tech Scopes / Dispatch Notifications.
2. Calls for next day Dispatched to the Techs.
3. Your Admin board cleared for the day.
How would you pull up a Hotel Work Order in order to cut a Hotel PO?
Enter H + Division # in the Divison box of an empty Work Order.
Example: H162
Where would you go to find the customer documents such as COI, PM Agreements, and customer required sign off sheets.
The Green Paper Clip
What is the only appointment status you can reroute a technician from one work order to another? List number, name, and color.
44 Enroute ( Pink )
What is the preferred method of quoting?
Template Quoting
What 8 Questions should you ask the Tech when they call in to check out?
1. Is this call complete, ready to be billed?
2. Do we need a quote?
3. Is the audit updated?
4. Did you check out with the customer?
5. Is the system operational? What percentage?
6. What area is affected?
What would the Quantity be if a Tech were to purchase 1 jug of R410A LB (25)?
QTY of 25.
Where all can you access the Service Console to generate a New Work Order?
4 answers required.
1. Service Console
2. Service Management Dashboard
3. Work Order
4. My Folders