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BusinessRequest for Service
By pkleiman
Category: Business. Viewed 324 times. Created March 2015.     Disclaimer.   
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Request for Service at City-Wide Fire Protection, Inc.

                 
Is this a request for testing? (Fire Alarm, Fire Extinguishers, Fire Doors, Fire Sprinklers, Emergency Power/Lights)
Is this a request for emergency service? Alarm or panel is beeping, something is broken or needs repairs today?
Is this a request for service?(non-testing and non-emergency)
 
 

YES








Transfer call to Kim to speak with client. If Kim is assisting a client, ask client if you can take a message or transfer to Kim's voicemail.
Transfer call to Estela to speak with client. If Estela is assisting a client, take a message from client and let them know a Field Service Supervisor will be contacted.
Transfer call to Estela to speak with client. If Estela is assisting a client, ask client if you can take a message or transfer to Kim's voicemail.
 
 









Have we performed service at this building?
Estela to contact Field Supervisor for Emergency calls and follow instructions from Field Supervisor to create a job and dispatch to a Field Service Technician.
Create a one-time job estimate and follow the One Time Job Estimate Workflow
 
 









Create a To Do to have a Field Service Tech look at the building.
 
 
 
 









Kim to create an Estimate for annual testing and send to client.
 
 
 
 









Estimate approved?
 
 
 
 









Mark the Estimate "Won" in the Estimate Module and schedule a recurring annual test. Follow the 3-2-1 Recurring Test Workflow.