6.20.2022 Scheduling

Question 1

Who is the contact for the scheduling?

Accepted Answer

The On Site Personell

Question 2

Can the service address and shipping address be different?

Accepted Answer

Yes

Question 3

Where is the Customer Contract Number?

Accepted Answer

Salesforce - Main account

Question 4

What goes in the Notes to Technician?

Accepted Answer

All of the Above

Question 5

On the Maps tab, Who is the grean marker?

Accepted Answer

Tier 1

Question 6

How do we create a ticket for C4S?

Accepted Answer

Request sync in Salesforce

Question 7

Scope of Work and Notes to Tech can NOT be the same notes

Accepted Answer

False

Question 8

We manually create the PO

Accepted Answer

False

Question 9

What are the top Three items to Verify a CX?

Accepted Answer

First, Last Name, Email, and Billing address

Question 10

The start date for scheduling is the appointment date

Accepted Answer

True

Question 11

When we need to schedule an RMA, We can Clone a Shipping case

Accepted Answer

True

Question 12

How many times do we attempt to contact a customer before shipping equipment?

Accepted Answer

3

Question 13

Where do we put our scheduling notes for RMA?

Accepted Answer

All of the above

Question 14

Do we email the customer their scheduling details?

Accepted Answer

Yes

Question 15

How many items do we need to Verify the customer?

Accepted Answer

3

Questions 15