Cottonwood Holsteins — SO# 54773 — Tag# 30700

[✓] Fill out intake paperwork — Complete

[✓] Transfer information to repair tag — Complete

[✓] Create Sales Order — Complete

[✓] Electric motor $5 misc fee — Complete

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

[✓] Take photos and save to customer profile — Complete

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

[✓] Add Job to whiteboard — Complete

[✓] Wash unit — Complete

[ ] Diagnose issue — Technician —

[ ] Prepare estimate and update whiteboard — Technician —

[ ] Contact customer with estimate — Mike —

[ ] Customer approves estimate — Customer —

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

[ ] Order required parts — Andrew —

[ ] Receive parts and update whiteboard — Jeremy —

[ ] 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 —