Tracking Procedures

New Weekly

Create a new weekly tracking work order
Create a new weekly tech work order
Assign to day of service/tech
Put payment info on file
Call day after 1st visit for follow up
Place customer info into the Unapproved Maint Queue if they are undecided.
Perform follow up calls if customer hasn’t agreed to Service Package until declined.
Once approved for weekly service create a recurring task for customer
Fill out the prorated amount for rest of month on weekly tech work order and push to quick books
Never create a job with no line item (even if it’s a $0.00 ticket) it will NOT push to quick books without line item.

Assign to day/Tech
Provide quote and schedule approved date of install or
Tech will assign quote to Q-Repairs Quotes for follow up.
Via ion send the estimate for acceptance by customer.
Send out needed waivers that must be returned before start of job.
Assign to tech once approved, place payment info in quickbooks
Never create a job with no line item (even if it’s a $0.00 ticket) it will NOT push to quick books without line item.

Schedule tech to assess issue
Place into the Unapproved Maint Queue if waiting on customer verification.
Follow up until declined
Assign to tech once approved, place payment info in quickbooks
Create the amount of return trips required and place on schedule at the time of approval as to not cause overbooking.
Send out needed waivers that must be returned before start of job.
Never create a job with no line item (even if it’s a $0.00 ticket) it will NOT push to quick books without line item.

When techs call in job completions and there is an issue, immediately create a work order and place it in the proper q for tracking.
They are to be trained on creating work orders in field that can be assigned to the issues queue
All issues from the field are to be placed into the issues/unapproved maint queue for scheduling purposes.
Issues and unapproved work need to be moved end of day via the reassign task option on the scheduling tab.

Most billing questions can be resolved by taking new payment information or supplying a needed invoice.
If you have a customer needing more attention contact Tanya, Rose, Sean, or Valerie for assistance.