Steendam Ventures — SO# 56451

[ ] Obtain or confirm customer PO before scheduling — Mike — Not Started

[ ] Obtain or confirm customer PO before proceeding — Mike — Not Started

[ ] Obtain or confirm customer PO before scheduling — Mike — Not Started

[ ] Receive motor — Electric Motor Department — Not Started

[ ] Fill out intake paperwork — Mike — Not Started

[ ] Set up maintenance notifications for regular locations — Jessica — Not Started

[ ] Create tag, place on intake shelf — Electric Motor Department — Not Started

[ ] Transfer information to repair tag — Mike — Not Started

[ ] Group nearby locations onto shared routes — Mike — Not Started

[ ] Create Sales Order and add Labour row — Mike — Not Started

[ ] Obtain or confirm customer PO before scheduling — Mike — Not Started

[ ] Diagnose issue — Assigned Technician — Not Started

[ ] Create Sales Order — Mike — Not Started

[ ] Schedule service call with customer, add to service calendar — Mike — Not Started

[ ] Complete repair — Assigned Technician — Not Started

[ ] Tag unit and file tear-off in tag bin — Mike — Not Started

[ ] Start a Sales Order — Mike — Not Started

[ ] Call customer — ready for pickup — Assigned Technician — Not Started

[ ] Take photos and save to customer profile — Mike — Not Started

[ ] Offer to add parts to the order for free shipping — Mike — Not Started

[ ] Bring colored parts/labor tag to service writer — Assigned Technician — Not Started

[ ] Assign technician and route unit to correct shop area — Mike — Not Started

[ ] Set SO location to match tech's vehicle — Mike — Not Started

[ ] Add parts & labor to Sales Order from tag — Mike — Not Started

[ ] Add Job to whiteboard — Mike — Not Started

[ ] Email barn to print Work Order form for tech — Mike — Not Started

[ ] Confirm labor-tracking field filled out — Mike — Not Started

[ ] Wash unit — Technician — Not Started

[ ] Determine if this is a warranty claim — Mike — Not Started

[ ] Flag unusual hours to Floor Supervisor — Mike — Not Started

[ ] Diagnose issue — Technician — Not Started

[ ] Confirm warranty coverage type for the unit — Mike — Not Started

[ ] Confirm COD payment arrangements before dispatch — Mike — Not Started

[ ] Confirm emergency rate applied — Mike — Not Started

[ ] Prepare estimate and update whiteboard — Technician — Not Started

[ ] Travel to site / perform service — Technician — Not Started

[ ] Confirm pickup call was documented — Mike — Not Started

[ ] Contact customer with estimate — Mike — Not Started

[ ] Split mileage/hotel cost across sites — Mike — Not Started

[ ] Confirm COD payment before release — Reception — Not Started

[ ] Record customer pickup of motor — Reception — Not Started

[ ] Customer approves estimate — Customer — Not Started

[ ] Enter labour tracking — Assigned Technician — Not Started

[ ] Invoice customer — Mike — Not Started

[ ] Obtain customer approval for costs beyond existing authorization — Mike — Not Started

[ ] Enter pump hours — Assigned Technician — Not Started

[ ] Close Job — Mike — Not Started

[ ] Order required parts — Andrew — Not Started

[ ] Enter customer-visible service notes — Assigned Technician — Not Started

[ ] Receive parts and update whiteboard — Jeremy — Not Started

[ ] Fulfill the Sales Order — Mike — Not Started

[ ] Complete repair — Technician — Not Started

[ ] Log labour tracking, pump hours, technician notes and storage location — Technician — Not Started

[ ] Enter Service Type and Technician in Fishbowl custom fields — Mike — Not Started

[ ] Flag unusual hours to Floor Supervisor — Mike — Not Started

[ ] Confirm emergency rate applied — Mike — Not Started

[ ] Call customer — unit ready for pickup — Mike — Not Started

[ ] Await customer arrival or pickup — Customer — Not Started

[ ] Print invoice for customer signature — Reception — Not Started

[ ] Confirm COD payment before releasing unit — Reception — Not Started