SOP: Using Quick Action Buttons in Service Request Report Screen
Objective
The objective of this SOP is to guide team members on how to effectively use the quick action buttons in the service request report screen to manage service calls efficiently.
Key Steps
View Button: Click on the "View" button to open up the service call for review.
Share Service Request Button: Click on the "Share Service Request" button to bring up the print and email window. Fill in the necessary options to share the service request with customers, outside servicers, or manufacturers.
Today To-Do Button: Click on the "Today To-Do" button to set up a follow-up task with customers, service techs, or salespersons. Fill in the task details and the to-do date in the window that pops up.
Send for Payment Button: Click on the "Send for Payment" button if there's an outstanding balance on a service. Set up a payment window to email or text a payment link to the customer for credit card payment.
Note Button: Use the "Note" button to add customer notes. Add a subject, note content, and check the box for a calendar event if needed.
Return Button: Click on the "Return" button if an item needs to be returned back into inventory. Enter the return quantity and hit return to bring the item back into inventory.
Cautionary Notes
Ensure accurate information is filled in when using the share service request, today to-do, send for payment, and note buttons to avoid miscommunication.
Double-check return quantities when using the return button to prevent inventory discrepancies.
Tips for Efficiency
Familiarize yourself with each button's function to streamline service request management.
Prioritize tasks and follow-ups using the today to-do button for efficient task management.
Utilize the note button for clear communication and documentation of customer interactions.