New Project Flipped
Having issues with paperwork being submitted, bring it up here
What is the Morning Huddle?
You've been invited to a turnover meeting, you should do this before that day arrives
What is review the Yellow folder or documents in Connectwise?
This is sent out at the end of everyday.
What is daily update email?
As-builts
Customer has a problem they email ________
Who is help@istechs.net?
These are the minimum documents needed to review for Operations to order parts
What are the:
Signed Contract, Quote, Work Order, and Hardware Schedule?
This is where you can look for ETA's on Project parts
Where is the IST Intranet/Operations/Warehouse & Procurement?
These should be assigned to technicians before the start of every week
What is ConnectWise tickets?
If applicable we should always make this from the system before leaving the site.
What is a backup?
What is call the customer?
This is what Operations creates in ConnectWise so everyone can enter their time.
What is the Workplan?
This is key to keep up with the customer during this phase of the project
What is Communication
Tools, Credentials, Laptop
What Technicians should have on them at all times?
We do basic ______ for the customer unless specified otherwise in the SOW
What is training?
This should be completed before the end of every day
What is update that day's service tickets?
This is what is sent to the customer once a project is flipped.
What is project start email?
Parts should be _______ before taken to site
What is benchtested?
Lead Tech should have this at the start of every new day on the project
What is a gameplan
Meeting to determine what went wrong and good during project
What are Lessons Learned meetings?
The reason why we pull installation techs for emergency service
What is Service is Priority?
J-T-PM-B-S
What is :
J-Installation, T-Parts Only, PM-Preventative Maintenance, B-Personnel/Body, S-Service
RFI
Request For Information
seek clarification of plans, drawings Specs etc.
This should be kept updated in the yellow folder throughout the project
What is any changes to project (redlines, HWS updates etc.)?
This is the most important document needed to be sent to the customer once they start using the system
What is Notice of Completion?
Signature Service
What is a customer who has a 4 hour respond time, priority service scheduling, limited parts availability.