a1:csr
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
a1:csr [2019/12/22 20:49] nates [Yearly Tasks] |
— (current) | ||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ======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]] | ||
| - | * Other thing as needed | ||
| - | |||
a1/csr.1577076565.txt.gz · Last modified: 2019/12/22 20:49 by nates
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Noncommercial-Share Alike 4.0 International
