Contact

1. Initial Call Handling

• Determine purpose of call: sales or service.

• If caller requests a specific person, transfer the call.

• Create a new job in Jobber (for sales or service).

• Assign the client name to the job.

• Ask if the client has a preferred time window for service.

• Inform the client:
  “We’ll contact available reps and follow up within 48 hours by phone and email.”

2. Internal Coordination & Scheduling

• Monitor for COO follow-up. If none, call the client with estimated service date and time.

• Review the internal calendar and find an available time slot.

• Assign a project manager and note their name in the calendar event.

• Call and email the client to confirm the service date and time.

3. After-Service Follow-up

Service Technician Responsibilities:

• Call the client within 24 hours after service completion to confirm satisfaction.

• Let the client know they can reach out any time via the technician’s phone or email.

COO Responsibilities:

• Notify the lead salesperson when the service call is complete or still pending.