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Table of Contents

Customer Service Representative

Daily Tasks

  1. Call Taking
  2. Check Voicemail
  3. Check Email
  4. Enter Parts Receipts from CEPM
  5. Process Invoices/Payments
  6. Process Bids
  7. Schedule A-1 Annual Inspections (when possible)
  8. Process Deposits

Weekly Tasks

  1. Monday's
    1. NA
  2. Tuesday's
    1. Happy Calls
    2. DME Reports
  3. Wednesday's
    1. NA
  4. Thursday's
    1. NA
  5. Friday's
    1. NA

Yearly Tasks

a1/csr.1608826730.txt.gz · Last modified: 2020/12/24 08:18 by davek

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