• First thing in the morning sort Progress Jobs by date and remove/ reschedule jobs not scheduled

• Look at the location of the job and age of the job try and group jobs together

• Division of work (Servicing, Construction, Energy efficiency, Inspections, Solar, heat pumps)

• What the materials and notes say

• Write in the job confirmation date, attendance confirmed with, date and time for job

• Any time there is a long weekend, holidays we need to remind the customers of our booking

Good morning is ——— (Contact person in SimPro) available please.

It's (XXX Name) from O’Brien Electrical Rowville, we have a Work Order for (Company Name) for the lighting upgrade.

If speaking to the contact person:

I just want to book in the LED lighting upgrade with you, the first available appointment we have is

(Give date and time)

If not the contact person:

I am not sure if you can help me, I just need to book in this work order for the lighting to be replaced. This was signed off by (XXXXX).

Ask questions:

If its a first in the morning job starting at 7:00 am use the following:

We want to get our electricians at 7:00 am so it's less interruptions and they try to do as much as they can, would you be the contact person on site?

If not:

Who would be our site contact for the day?

Can I please get their mobile number?

If not available at 7:00 am

What is the earliest we can come in?

Who would be the site contact?

What time do you usually open?

If not a first day job:

Our electricians are doing a job just before going to your site, so they will be arriving between ____ and __________ . (Give an hour in between)

If asked for a definite time:

Unfortunately, we can only give a window as the electricians have a job before yours so sometimes we encounter challenges and there are times we finish earlier.

ASK ABOUT ACCESS:

• Will there be access / clearance for the lights / scissor lifts

• Where can we park