When do you need to fill out a Pa form?

When your signing up a new member

How do you put in a discount

Add the discount authorized by flat rate, Make sure your taking the discount off the sub total only

What happens when you hit enroute?

Let's dispatch and customer know your on the way

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Serve man

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Questions 14

Answers

1
What do the initals at the end of the request line mean?
Your initials
The month its scheduled for
If you can move up the call
CSR initials
2
PA members get a 10% discount on what
Things you picked up at lowes
New installs
EVERYTHING
Repairs and parts
3
What has to be added to complete a ticket?
Details, Notes
Detials, Items
Follow up and pictures
History and Private note
4
What note type will you use most often?
Gas heat
Tech follow up
Private note
PA wizard
5
If you need a jetter out, what do you need to create
Call the comfort consults
Call your supervisor
Follow up ticket
Call dispatch
6
When do you need to fill out a Pa form?
When you do a free call
When your signing up a new member
To see if you can rember how to do it
During a 77 drain special
7
The final status for a PRF is complete
True
False
8
You should use RUN NEEDED if you need a part delivered to you
True
False
9
What do you have to enter in the document field when collecting a check
Van number
Birthday
check number
Work order number
10
How do you put in a discount
Add the discount authorized by flat rate
Call CSR and have them do it
Make sure your taking the discount off the sub total only
Just change the price
11
When selling a pa which HVAC type do you put in the systems tab?
Air handler
Gas pack 12
Heat pump 12
Generic furnace
12
Why is it important to use the wrap up status
Gives dispatch time to find another call for you
So your customer knows your finishing up
Both Triangle and circle
So dispatch knows your finishing up
13
What happens when you hit enroute?
Let's dispatch and customer know your on the way
Sends you an email
Your GPS automatically starts
You can stop on the way and no one will know
14
As soon as you park at the customers house you set this status
Wrap up
Enroute
Onsite
Im here

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