TAG

Question 1

Warranty

Answer 1

This tag should be added to any job booked as a warranty.

Question 2

To Do

Answer 2

This tag should be added to any to do job booked and will NOT have any other tags added to it.

Question 3

Tankless Opportunity

Answer 3

This tag should be added to your job if the customer’s Water Heater is 8 years or older.

Question 4

Standby List

Answer 4

off job notifications

Question 5

Repipe Opportunity

Answer 5

1989 and before

Question 6

Rental

Answer 6

if property is a rental

Question 7

RECALL

Answer 7

If having to back to fix job

Question 8

Rebook

Answer 8

CSR’s only rebook customers if there are specific directions on how to do so in the history of the job left by a dispatcher.

Question 9

PREBOOK

Answer 9

This tag should be added to a job when a customer has received a call or text from dispatch asking if they are flexible and willing to reschedule only if needed. This tag indicates they are still scheduled for their original day but are willing to be moved if needed.

Question 10

NEEDS CALLED!

Answer 10

This tag is used whenever a customer requests a call ahead instead of a text.