Start of day
- Verify routes are in order.
- Contact techs w/daily updates on revenue and Tech needs.
- Ensure money from previous day has been collected.
- Turn in DME w/week to date.
- Revenue/inventory/hours/booking %/margins.
- Due by 11AM.
Mid-Day
- Out bound calls on Needs ADDL Service queue.
- Follow up w/repair techs for update on job statuses.
- Perform any route consolidations needed based on jobs rolling.
- Take LUNCH.
- Send out quotes to customers and follow up with previous quotes submitted for approvals
- Verify money has been collected.
End of Day
- Verify routes are in order for remainder of the week/next week.
- Consolidate routes as needed.
- Follow up w/repair techs to verify collections or new bids.
- Verify all money has been collected and PO #’s have been submitted.
- Compile target revenue goal based on approved bids as well as potential quality of jobs left.
Background Noise
- Keep a consistent eye on where your repair techs are and which jobs have been closed.
- When a job is closed, quickly push to quick books and collect money.
- In some cases you may have to contact tech and verify what was sold as well as close out/invoice the job.
- Keep a track of who has checks and ensure they bring them to the office within 24hours.
- Always monitor new jobs being added to your repair techs to ensure they are being booked in proper locations as well as provide ample information.EX: what the issue is, when they should be there, what the payment method is, and is the service call information/coupon information correct.
- Report IMMEDIATELY if you suspect we do not have enough jobs and always look at ways to generate more of them.