How to Proof a Booked Job

  • Customer’s Name and Address Validated on Call
  • Customer is legal homeowner
  • Business Unit and Job Type are correctly selected based off repair needed (Use Job Type Chapter in Binder)
  • Validate Marketing Campaign is corrected. Only fix “Main” leads to existing or google pool.
  • All relevant and critical notes are on summary. Follow notation flow in How to Book a Job Document
  • All tags are added

 

  1. Check to see if campaign is correct
  2. Check if Job Type and Department are correct
  3. Confirm customer name, address, phone, and make sure email is on file
  4. Check for gate code if tagged
  5. Job Summary just include:
    • Job Type
    • Gate code (if applicable)
    • Summary of issue
    • Fees (if applicable)
    • Office reset (if applicable)
    • Preferred tech (if applicable)
    • Parts needed (if applicable)
  6. Assure correct tags are used
    • Priority level
    • Maintenance
    • Availability (flex/hard)
  7. Check membership (if applicable)
    1. Past due, On time

More details to check include:

  • Time being dragged out for number of systems for maintenances (additional hour of additional units)
  • Check for number of units and ages (HVAC or plumbing) if applicable and add replacement opportunity tag if applicable.