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