Payroll Tab
You use this tab to check the status of your payroll submission.
What is Payroll Review?
What is the most common way to locate a customers account, here at Safe Home Security?
By the clients phone number.
This kind of service ticket will be color coded as peach.
Past Due Service Tickets.
Which two ways are we able to to view a technicians daily schedule?
By viewing the Dispatch Board or Open Technician Work Orders.
What does the S/R tag mean next to a technicians name in the CRM?
Service Request
What does the letter "F" mean under payroll status?
Paid/Finalized
How do you locate your most recently viewed accounts, in the CRM?
"Last 20 Accounts" tab
This kind of service ticket will be color coded as Yellow.
Unconfirmed Service Tickets
How can we tell which technician covers a specific area?
By viewing Coverage Techs under the Dispatch Tab
How do you see all the allotted times available for a technician when scheduling a service appointment in the CRM?
Click ALL under System Assign
What does the letter "D" mean under payroll status?
Denied/Problem File
"Follow Up" highlighted in green.
Accounts I have marked for follow up
Please define an Unconfirmed service ticket.
We tried to get service clients system, but the client did not answer the phone to confirm they were at the premise. Technician ended up not going out to service equipment.
What is needed to check if the Tech is available in a certain area?
Zip Code
Two areas that need to be filled out on a service ticket.
Service Note & Work Order
What does the letter "P" mean under payroll status?
Pending Payroll Review
"Follow Up" highlighted in red.
Accounts other representatives have assigned to me.
How do you remove past due/unconfirmed service tickets in the CRM?
Call client 3 times on 3 consecutive business days to reschedule service call. If the client does not pick up or no longer wants service call, you may cancel service ticket and send missed appointment letter.
If a client's service appointment is set for 12pm, which window of time will the client be expecting the technician to arrive?
Between 9 and 1
How much time does a standard service ticket take up on a technicians board?
1 hour
What does the letter "N" mean under payroll status?
Deal in Progress
Where can you locate your Open Status assignments? (Unconfirmed tickets, ASR's, Past Due tickets)
Customer Service Reports.
What is an ASR?
Additional Service Required. Meaning that the technician needs the customer service representative who set up the service call to approve an extra part or extra step in service process to be added or complete.
What does the I/P tag mean next to a service technicians name in the CRM?
They have an IPad
How can we let the technician know that he is going to need to spend more than just the standard allotted time for a service appointment?
Extend Time/Confirm Time Extension