Office Schedule

TBOffice Schedule 17-08-10.xlsx

 

Office Roles

TB Roles 17-08-15

 

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OLD ROLES

Definitions

  • Call taking = Answer all calls, Book 90%, Prioritize jobs
  • Schedule / Dispatch = Dispatch for Profit, Prioritize jobs, ensure Techs have plenty of work (comp), 10am reporting on a/ revenue b/ tech comp

Roles

  • Role 1 – Maint Weekly
    • Call Taking
    • Schedule / Dispatch – Who: Maintenance Weekly Techs
      • Job verification
      • Time, Chem readings, chem usage, WO input
      • Maint. Q’s
      • Reporting – Daily 10am
        • Rev
          • # Pool: Dalas, Houston
          • # New Service
          • # Cancelled
        • Comp for Techs
        • Awards, Issues
  • Role 2 – 1 X Maint / PPC
    • Call Taking
    • Schedule / Dispatch – Who: Daryl / Zac (and other Maintenance Techs w/ 1X work )
      • PPC Coordination
      • 1 X Maint Coordination
      • PPC Q’s
      • PPC – Daily 10am
        • Total: Dallas, Houston
        • Next Appointments
      • Truck Maintenance
      • GPS – Assignments
      • Chemicals
        • Order Thursday
        • Usage Analysis / Cost
      • Reporting – Daily 10am
        • Revenue
          • Total: Day, Wk
            • PPCs, 1X Items, New Wkly Tasks, etc
          • PPCs
            • # PPC: Dalas, Houston
            • # New PPC
            • # Cancelled PPC
        • Comp for Techs
        • Awards, Issues
  • Role 3 – Service Repair
    • Call Taking
    • Schedule / Dispatch – Who: Service/Repair Techs
      • Service / Repair Jobs
      • Service / Repair Q’s
    • Houston Office Coordination
    • Reporting – Daily 10am
      • Revenue
        • Total: Day, Wk
        • # Jobs, # Callbacks, # Warranty
        • Aver Tkt
        • Closing %
      • Comp for Techs
      • Awards, Issues