Relacionar Columnas Hunkware & System Questions - KzooVersión en línea Hunkware & System Questions por Anastasia Jacob 1 Where do we go to put an Alert into a Job? 2 Don't need to do a follow up call for... 3 If a client moves in or out of our storage facility, what slack channel do we communicate that in? 4 What do we do if we see “labor” category on our schedule for a job or estimate that’s not from a box sale? 5 Is the name, phone #, or job Id the fastest way to search a client? 6 Where do we go to create a new quote for a repeat client? 7 What are the two spots to get to people search? 8 Incoming call phone script 9 If a client is calling in and wanting to book their quote, where do we go? 10 What is 1 reason we would put an Alert into a job? 11 How do we get to a Pending Request? 12 Why is it important to input the referral source? "Storage Updates" Channel PNC Old View (thumbtack Icon) New View (Services) Client Profile, then click "Alerts" Old View (click on user name) New View (click on "people") Client Owes Money People Search Copy notes in job and then change it to a move labor and update quote Thank you for choosing College Hunks Hauling Junk, Moving, & Storage. This is ____. How can I help you have a stress free day? Booking Flow Know what to spend our marketing costs on Job ID 1 If a client has negative feedback, what slack channel do we use to communicate that in? 2 Where do we go to find the Leads List? 3 How to create a quote through client profile? 4 What is something that has to be in the estimate in order for the sales consultant to create a quote for a move? 5 Where are the two places to get to task board? 6 What do we use and where do we go to create a new lead? 7 How to add a second truck for same day the job is on? 8 What is 1 reason we would put an Alert into a job? 9 Where to go to quickly assign a crew to a job that added same day? 10 If a job cancels, what do we need to look at right away before we call them? 11 How to add another truck to a different day without needing to “book” an actual job? 12 Don't need to do a follow up call for... Click on the job, in “schedules” section, click pencil icon, the job will be unassigned and click on assign to team and click save "Customer Complaints" channel Booking Flow Create client profile and in the profile click on quotes on the left side and then Plus button In job scroll down to "schedule" category and click "add schedule" Destination Address New & Old View (people) New View - click on “hunk ops” and click “boards” Old View- Tasks Icon on the left, then click on “boards” Client hard of hearing or has Important Health info Prepayment & if Refundable Schools In job, click 3 dots top right, find "link new appointment" 1 If a new lead doesn’t answer, what swimlane do we put them in and what due date do we change it to? 2 If the same client is on the schedule for more than one day for a move, what channel do we communicate that in? 3 What do we set the due date to if the job is booked on the 27th and we are setting up the due date for when to call for 7 day confirmation? 4 What do we do with “do not reply” emails for leads? 5 When changing the task information, can we do it all from the job or do we need to click on the task number? 6 What are all the Swimlane titles that provide an auto text when you move it to a different swimlane? 7 If a client is needing a quote and says they have used our services before, where do we go? 8 If an estimate is in “sent/complete” swimlane and the estimate didn’t book yet, what swimlane would we put it in? 9 Don't need to do a follow up call for... 10 If an estimate booked for the next day and didn’t answer for the confirmation, what swimlane would it go in and what would due date be? 11 What is 1 reason we would put an Alert into a job? 12 What is a lead? Set due date for 20th Booking Flow Est. 2 day no answer and due date next day Do Not Service Client Look into them and see if they need anything - treat like a web lead Someone looking into our services who needs to be quoted All no answer leads and happy checks no answer Click on task number, you’ll need to change the due date which you can't do that from the job No answer leads - 1st follow up and due date the next day Townships "Overnight-Jobs" channel Noah 1st follow up (whoever the sales consult. is at the time)
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