Support Requests
A job must be in one of these two statuses for a new support request to be created
Scheduled or Ready to Schedule
Typically, a work order will be created when the job is in this status
Completed or closed
In a DD Confirmed activity, you have the option to add a new estimated received date or to choose “DD Confirmed.” This option will move the job to “Ready to Schedule”
DD Confirmed
We will select this as the follow-up date in a Support Request if the ETA of the product is more than 2 weeks away
Two weeks from today’s date
This is who will be charged for the work order amount when “Installer Issues” and “Poor Craftsmanship – Active” are the Expense Reason and Reason Description
The debiting PROvider
The product type that is usually direct delivered to the PROvider’s warehouse and then brought to the install site on the date of the install
Carpet
This activity is created for the store to work when the “Notify Store on Missing/Damaged Product” action is selected in the Support Request
Product Required Activity
This should be created on every new work order to ensure that IST follows up
A Follow-Up Task
The priority level of a DD Confirmed activity in your daily workflow
2nd priority
Completing a Support Request activity will move the job to this status
Ready to Schedule
This is the labor amount that should be included in a work order for an initial inspection by the original PROvider.
$0.00 or non-billable
When we select a new estimated arrival date on a DD Confirmed activity
A new DD Confirmed activity will generate for the new ETA selected. The job will remain in “Waiting for Product” status.
when creating a new Support Request, you will click this button
Support Request
The expense approval threshold for Project Support Professionals.
$103
If a customer calls in to confirm they have received all DD product, but there is no “DD Confirmed” activity on the job, this is how we will move the job into “Ready to Schedule.”
Switching the “No” to “Yes” under “DD Confirmed” field in “Job information.”