Scheduling Jobs
Job Notes: Use the below templates when scheduling Installs, Service Calls, and Upgrades. (added information as an example)
Install
Time:
Phone:555-555-5555
Plan: 25mbps@149.95$
Contract:3 year or standard install
Roof:1 or 2 story/Shingle or Metal.
Router: Does customer have router yes or no?
Tower: Random Lake
Tripod: 5ft or 10ft/ No tripod
Covid-Prescreen:Passed
Tech Notes: Has post in yard
Upgrade
Time:
Phone:
Contract:
Plan:
Tower:
Roof:
Tripod:
Receive Power:
Pre-screening:
Tech Notes:
Service Call
Time:
Phone:
Cost:
Tripod:
LCT:
Roof:
Pre-screening:
Tech Notes:
Equipment Pick up
Phone:
Roof:
Tech Notes:
Tower Speeds Spreadsheet: Use the following link when determining what speeds can be used on what towers for sales. Use this sheet for your job notes if needed.
https://docs.google.com/spreadsheets/d/1Imt9ELIK0GgrCZ4fs37qHh0FGdl37z_rWUtP5svc2LY/edit#gid=0
Scheduling Note: IF A CUSTOMER CALLS IN TO CONFIRM AN APPOINTMENT YOU MUST GIVE THEM A 3 HOUR WINDOW AND EDIT THE JOB NOTES THAT SHOW ” CONF, ES (Your Initials) AND THE DATE IT WAS CONFIRMED. “Conf ES 11/16:
When Scheduling Jobs: Contact Elliot or Alex for any questions regarding scheduling.
- Is this the correct area for the installer?
Green=Alex, Billy. Orange, Yellow= Mike
- Does the job make sense in the installer’s route? Always schedule jobs out from farthest to closest to the technicians home location. For Alex and Billy we want to end their days closer to Random Lake. For Mike, we want to end his day closer to Lakewood, WI.
Notes: Alex and Billy do not travel above Brown, Kewaunee, and Outagamie counties. Mike is responsible for all counties above and including Outagamie, Brown, and Kewaunee counties.
Sometimes, jobs get lost in standby. They can be recovered by clicking the button labelled ‘STAND BY’ in the bottom right corner.
