Transcription
  • Is the shop looking to schedule or for a quote/information? Quote/Information. Scheduling.
  • Have our technicians requested additional information/action? No. Yes.
  • Is there an existing pin at the location of this job? Yes. No.
  • This pin will go on hold. Create a new pin and add the job information; Add the reason for the hold in between 2 * (EX: *needs bumper off*); turn the pin yellow; Reply to the shop to request the information requested by out technician; ; NOTE: Wiring & 48 hr pins MUST have date.
  • Is the existing pin on hold? Yes. No.
  • Edit the pin to reflect the current and previous holds; NOTE: Wiring & 48 hr pins MUST have date.
  • Edit the pin title to reflect total jobs; add the new hold job under an underscore line; leave pin in existing spot in the list to the left of the map; ; NOTE: Wiring & 48 hr pins MUST have date.
  • Search for the shop on the Google Map - Is there an existing pin? Yes. No.
  • Create a pin at the appropriate location; give pin appropriate icon (See MAS Requirements sheet if unsure which icon to give the pin); make sure pin is at the bottom of the list for the corresponding state on the left side of the map; NOTE: Wiring & 48 hr pins MUST have date.
  • Is it an active pin or a hold pin/job? Hold pin/job. Active job.
  • Does the new job type match the active job type. No. Yes.
  • Change the title of the pin to reflect the number of jobs on that pin; add the appropriate jobs to the body of the pin; leave the job at it's existing place in the list on the left side of map; NOTE: Wiring & 48 hr pins MUST have date.
  • How many existing pins are at the location? 2. 1.
  • Create a new pin for the new job; give it the appropriate icon (see the MAS Requirements sheet if unsure which icon to make the job; PINS SHOULD NEVER OVERLAP, IF THERE IS ALREADY ONE SMALL PIN, LEAVE THE NEW PIN THE TRADITIONAL SHAPE); make sure that job is at the bottom of the list on the left side of the map; NOTE: Wiring & 48 hr pins MUST have date.
  • Does the pin type of the new pin match the pin type of one of the the existing pins? No. Yes.
  • Add the new job to the pin with the matching pin type; leave pin in existing spot in the list on the left side of the map; NOTE: Wiring & 48 hr pins MUST have date.
  • Consolidate pins with the regular jobs and A/C jobs on one pin and the wiring jobs on their own pin; Regular/AC pin will have standard pin icon, wiring job will have wiring icon; leave pins in existing spots on the map; NOTE: Wiring & 48 hr pins MUST have date.
  • Is the current job already on hold on the pin? Yes. No.
  • Edit pin to reflect the active job and the hold job; turn the pin blue; drag to the bottom of the list for the corresponding state on the left side of the map; NOTE: Wiring & 48 hr pins MUST have date.
  • Are there multiple holds on the pin? No. Yes.
  • Move the now active job to the top of the list; delete the note and add the time stamp; edit the title of the pin to reflect the job totals; turn the pin blue; drag the job to the bottom of the list for the corresponding state on the left side of the map; announce that the job is ready in the corresponding room in Slack; NOTE: Wiring & 48 hr pins MUST have date.
  • Replace the hold reason with the time stamp; turn pin blue; drag job to the bottom of the list for the corresponding state on the left side of the map; announce that the job is ready in the corresponding room in Slack; NOTE: Wiring & 48 hr pins MUST have date.
  • Send the corresponding email into the appropriate Slack room and ask technicians for the information. Do the technicians request additional information? No. Yes.
  • Reply to the shop with the information they requested; Place the job on the map on hold with the appropriate information on the pin; NOTE: Wiring & 48 hr pins MUST have date.
  • Place the job on the map, on hold with the note (quote/info only); reply to the shop requesting the information needed. Next.
  • Once the shop sends the information, send that email in the appropriate room again asking for the requested information. Do the technicians need any more additional information? No. Yes.
  • Repeat the previous steps until the technicians have the information they need.
  • The tech will now give you the information to answer the shop's inquiry. Updated the pin on hold with the new, appropriate information, leaving it on hold; reply to the shop with the appropriate information- when they are ready to schedule, start this chart over again; NOTE: Wiring & 48 hr pins MUST have date.

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