a1:csr
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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]] | ||
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a1/csr.1577076630.txt.gz · Last modified: 2019/12/22 20:50 by nates
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