PFP — SO# 54059

Service In-Shop

Technician Unassigned

JOB OVERVIEW

Job Priority High

Mike Priority Normal

Intake Date

Unit Details

Job Notes Pump has arrived

TECHNICIAN

CURRENT TASK

Task Fill out intake paperwork

Responsible Mike

Who Has the Ball Mike

Mike's Next Action Fill out intake paperwork

JOB DETAILS

CUSTOMER INFO

Customer / Site
PFP
Primary Contact
Phone
Email
Address
Preferred Contact
Fuel Type
PO Required
No
Estimate Required
No
Estimate / PO Contact
Site Instructions
Customer Notes
Primary Location Pin

TASK CHECKLIST

[ ] Fill out intake paperwork — Mike —

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[ ] Transfer information to repair tag — Mike —

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[ ] Create Sales Order — Mike —

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[ ] Electric motor $5 misc fee — Mike —

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

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

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

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[ ] Add Job to whiteboard — Mike —

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[ ] Wash unit — Technician —

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[ ] Diagnose issue — Technician —

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[ ] Prepare estimate and update whiteboard — Technician —

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[ ] Contact customer with estimate — Mike —

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[ ] Customer approves estimate — Customer —

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

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[ ] Order required parts — Andrew —

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[ ] Receive parts and update whiteboard — Jeremy —

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[ ] Complete repair — Technician —

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

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[ ] Flag unusual hours to Floor Supervisor — Mike —

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[ ] Confirm emergency rate applied — Mike —

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

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[ ] Await customer arrival or pickup — Customer —

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[ ] Print invoice for customer signature — Reception —

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TECHNICIAN UPDATES

No technician updates have been submitted yet.

EQUIPMENT / UNIT

Specific unit not confirmed. The Tag# on this job identifies the visit, not the machine.

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