Service Tech:

Receive a new incoming call
Determine if the caller needs sales or service
If the client requests a specific person to speak to, route call to that person
Create a new job via Jobber if the call pertains to sales or service
Assign the New Job a client name
Ask client if they have a preferred time range for service work be conducted
Notify client that we will outreach to available reps and return their call and send email to them within with an update within 1 hour
Watch for contact from COO, if no contract from COO, return call to client with expected service date and time
Review current Internal Calendar and slot in current service job; Delegate task to PM and note PM name on the event
Call and email the client to give the update on what date and time the service request will be fulfilled

Service Tech:

Call client within 24 hours after workload is completed to ensure they are satisfied with our services
Notify client that they can can reach out at any time via the Service Tech phone number or email address

COO:

Call lead salesperson to notify them that their job’s serve call has been fulfilled or if still pending

6/10/2025 (Revised)

1. Define Project Details

Name, address, company
Phone #, email
Other contacts - Coworker, company (if different), phone, email, maintenance person with phone and email
Access - Keys, code, parking hours
Create pending job folder in Jobber
Site map - System surveyor, google authorization
Jobber
Schedule and conduct zoom call with client - Schedule date for proposal
Work out areas of concern, notes - Any additional requirements: Landscaping, saw cutting, asphalt repair, sheetrock repair

2. Create Project Plan

Conduct site survey; Include subs
Rental equipment, storage areas, restroom/porta-potty, lifts, parking, photos and notes uploaded
Create estimate; Include maps and scope; Review with Sales
Create schedule to be included with estimate

3. Assemble Project Team

4. Execute Project Plan