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a1:csr [2020/12/24 08:18]
davek removed
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-====== Customer Service Representative ====== 
- 
-===== Daily Tasks ===== 
- 
-  - [[:​a1:​csr:​call_taking|Call Taking]] 
-  - Check Voicemail 
-  - Check Email 
-  - Enter Parts Receipts from CEPM 
-  - Process Invoices/​Payments 
-  - Process Bids 
-  - [[:​a1:​guides:​agreements#​scheduling_inspections|Schedule A-1 Annual Inspections (when possible)]] 
-  - [[:​a1:​guides:​processing_deposits|Process Deposits]] 
- 
-===== Weekly Tasks ===== 
- 
-  - **Monday'​s** 
-      - NA 
-  - **Tuesday'​s** 
-      - [[:​a1:​guides:​happy_calls|Happy Calls]] 
-      - [[:​a1:​guides:​dme_reports|DME Reports]] 
-  - **Wednesday'​s** 
-      - NA 
-  - **Thursday'​s** 
-      - NA 
-  - **Friday'​s** 
-      - NA 
- 
-===== Yearly Tasks ===== 
- 
-  * [[:​guide:​managing_backflows|Managing Backflows]] 
-