Job Priority High
Mike Priority Normal
Intake Date
Unit Details
Job Notes Pump has arrived
Task Fill out intake paperwork
Responsible Mike
Who Has the Ball Mike
Mike's Next Action Fill out intake paperwork
[ ] Fill out intake paperwork — Mike —
822|false|||false|10|822
[ ] Transfer information to repair tag — Mike —
823|false|||false|20|823
[ ] Create Sales Order — Mike —
824|false|||false|30|824
[ ] Electric motor $5 misc fee — Mike —
825|false|||false|35|825
[ ] Tag unit and file tear-off in tag bin — Mike —
826|false|||false|40|826
[ ] Take photos and save to customer profile — Mike —
827|false|||false|50|827
[ ] Assign technician and route unit to correct shop area — Mike —
828|false|||false|60|828
[ ] Add Job to whiteboard — Mike —
829|false|||false|70|829
[ ] Wash unit — Technician —
830|false|||false|80|830
[ ] Diagnose issue — Technician —
831|false|||false|90|831
[ ] Prepare estimate and update whiteboard — Technician —
832|false|||false|100|832
[ ] Contact customer with estimate — Mike —
833|false|||false|110|833
[ ] Customer approves estimate — Customer —
834|false|||false|120|834
[ ] Obtain customer approval for costs beyond existing authorization — Mike —
835|false|||false|130|835
[ ] Order required parts — Andrew —
836|false|||false|140|836
[ ] Receive parts and update whiteboard — Jeremy —
837|false|||false|150|837
[ ] Complete repair — Technician —
838|false|||false|160|838
[ ] Log labour tracking, pump hours, technician notes and storage location — Technician —
839|false|||false|170|839
[ ] Flag unusual hours to Floor Supervisor — Mike —
840|false|||false|180|840
[ ] Confirm emergency rate applied — Mike —
841|false|||false|190|841
[ ] Call customer — unit ready for pickup — Mike —
842|false|||false|200|842
[ ] Await customer arrival or pickup — Customer —
843|false|||false|210|843
[ ] Print invoice for customer signature — Reception —
844|false|||false|220|844
No technician updates have been submitted yet.
Specific unit not confirmed. The Tag# on this job identifies the visit, not the machine.