This video demonstrates how to create and send a Service Request Packet to a service technician using the service scheduler. The tutorial begins by selecting a service date and technician, followed by sharing a packet that includes essential documents for completing the day's work. The packet contains:
A service manifest listing all scheduled customers and required parts.
Service tickets detailing customer information, equipment, and repair issues.
A route sheet with customer contact details, addresses, and scheduled service times.
Work orders if applicable, along with optional pick tickets and linked orders.
Viewers will learn how to print the packet or email it directly to the technician’s mobile device, complete with a route map link. The video emphasizes how this process equips technicians with all necessary details to efficiently manage their service appointments.
Sending Service Request Packet to Service Technician
Objective
To efficiently provide service technicians with all necessary information to complete their scheduled service appointments.
Key Steps
Access the service scheduler and select the date with scheduled service appointments.
Identify the technician assigned to the service appointments.
Click on the technician's name to access the share button.
Click on the share button to access the delivery packet, which includes:
Service manifest listing all customers requiring service.
Service ticket detailing the repair needed.
Technician roundsheet for navigating customers' homes.
Scheduled work orders for completion.
Optional: Email the service request packet to the technician by entering their email address and clicking on the email button.
Print the service request packet if needed by clicking on the print button.
Review the printed route sheet, service tickets, and service manifest for detailed information on customers and services.
If emailing the packet, ensure the technician receives the email with the necessary documents attached.
Provide the technician with access to the route sheet for navigation to service appointments.
Cautionary Notes
Ensure the correct technician is selected to receive the service request packet.
Verify the accuracy of the information in the service manifest, service ticket, and roundsheet before sharing or printing.
Double-check the email address entered if sending the packet via email to prevent delivery errors.
Tips for Efficiency
Utilize the email option for quick and easy delivery of the service request packet to the technician.
Encourage technicians to review the service packet thoroughly before starting their service appointments to ensure a smooth workflow.
Maintain clear communication with technicians to address any questions or concerns regarding the service request packet promptly.