William Dyck & Sons — SO# 55898 — Tag# 55898

[ ] Fill out intake paperwork — Mike —

[ ] Set up maintenance notifications for regular locations — Mike —

[ ] Receive motor — Electric Motor Department —

[ ] Transfer information to repair tag — Mike —

[ ] Group nearby locations onto shared routes — Mike —

[ ] Create tag, place on intake shelf — Electric Motor Department —

[ ] Create Sales Order — Mike —

[ ] Schedule service call with customer, add to service calendar — Mike —

[ ] Diagnose issue — Assigned Technician —

[ ] Electric motor $5 misc fee — Mike —

[ ] Tag unit and file tear-off in tag bin — Mike —

[ ] Start a Sales Order — Mike —

[ ] Complete repair — Assigned Technician —

[ ] Take photos and save to customer profile — Mike —

[ ] Offer to add parts to the order for free shipping — Mike —

[ ] Call customer — ready for pickup — Assigned Technician —

[ ] Assign technician and route unit to correct shop area — Mike —

[ ] Set SO location to match tech's vehicle — Mike —

[ ] Bring colored parts/labor tag to service writer — Assigned Technician —

[ ] Add Job to whiteboard — Mike —

[ ] Email barn to print Work Order form for tech — Mike —

[ ] Add parts & labor to Sales Order from tag — Mike —

[ ] Wash unit — Technician —

[ ] Determine if this is a warranty claim — Mike —

[ ] Confirm labor-tracking field filled out — Mike —

[ ] Diagnose issue — Technician —

[ ] Confirm warranty coverage type for the unit — Mike —

[ ] Flag unusual hours to Floor Supervisor — Mike —

[ ] Prepare estimate and update whiteboard — Technician —

[ ] Travel to site / perform service — Technician —

[ ] Confirm emergency rate applied — Mike —

[ ] Contact customer with estimate — Mike —

[ ] Split mileage/hotel cost across sites — Mike —

[ ] Confirm pickup call was documented — Mike —

[ ] Customer approves estimate — Customer —

[ ] Confirm labor-tracking field filled out — Mike —

[ ] Obtain customer approval for costs beyond existing authorization — Mike —

[ ] Confirm tech logged pump hours — Mike —

[ ] Order required parts — Andrew —

[ ] Confirm tech notes entered for customer record — Mike —

[ ] Receive parts and update whiteboard — Jeremy —

[ ] Fulfill the Sales Order — Mike —

[ ] Complete repair — Technician —

[ ] Log labour tracking, pump hours, technician notes and storage location — Technician —

[ ] Flag unusual hours to Floor Supervisor — Mike —

[ ] Confirm emergency rate applied — Mike —

[ ] Call customer — unit ready for pickup — Mike —

[ ] Await customer arrival or pickup — Customer —

[ ] Print invoice for customer signature — Reception —