Leurse Holsteins — SO# TEST — Tag# TEST

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

[✓] Fill out intake paperwork — Complete

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

[ ] Create Sales Order — Mike — Not Started

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

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

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

[ ] Add Job to whiteboard — Mike — Not Started

[ ] Wash unit — Technician — Not Started

[ ] Diagnose issue — Technician — Not Started

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

[ ] Contact customer with estimate — Mike — Not Started

[ ] Customer approves estimate — Customer — Not Started

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

[ ] Order required parts — Andrew — Not Started

[ ] Receive parts and update whiteboard — Jeremy — 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