Embedded Files
Understanding Scheduling
Scheduling takes place immediately following the Kick-Off Call. During this phase, a date is selected by the Installation Team and shared with all Stakeholders by the PM. A Lift is also ordered during this phase, if one is needed.
1) After the Kick-Off Call, the confirmed 2-Week Installation window will be added to 2X Solutions job tracker.
- Open 2X Job Tracker and scroll to the row titled "New Below This Line"
- Fill out the following cells: Zuper Number, Work Type, Job Title, Address, State, Number of Devices, Contact Number, Provigil PMs.
- Wait for 2X to provide Start/ End Dates in the the "Date Start and Date End" cells, respectively.
2) 2X will then provide the name of the installing Tech and what days they will be able to conduct the install within the aforementioned window.
3) The PM will confirm the date by moving the job above the "New Below This Line" Row and highlighting the entire row the job is located on green.
4) Draft an Invitation Email for all Stakeholders and send.
- Open Google Calendar and select the day identified for the install.
- Title: " Zuper Title as seen on Job Ticket in Zuper":
#2610 - EPIC CHEVEROLET - F3701
- Date of Installation. Be sure to include an End Date as well.
- Add Guests: Provide the emails of all Stakeholders; Be sure to include the installation team: pvfixed@2xssolutions.com
- Add Location: Provide the address.
- Add Description:
"Pro-Vigil Surveillance System Installation Notification
Your installation location may receive a shipment of surveillance equipment, e.g., cameras, speakers, and switches. You may also see deliveries of solar equipment and a lift required for the installation.
You have spoken with your Project Lead, (List PM here). The install contact is listed as (List POCs here), they will be asked to walk with tech before the install for an overview. After installation, (List POCs here) will walk the site with tech for sign-off of work complete and camera views/location.
Our team is looking forward to working with you and ensuring the successful deployment of the Pro-Vigil Surveillance System at (Site Name). Thank you for choosing our services."
5) If a site requires a lift, it should be ordered after 2X provides the exact dates on their tracker. A Rental PO is requested via Zuper:
- Open Zuper and use the search bar to find the Job.
- On the left side of the ticket status' can be selected; click the dropdown and select "PO Rental Request".
- In Description, supply the address.
- In Memo, provide the Title of the Zuper Ticket; move the F-Number to the front of the Title.
- In Vendor, select 1660473 - VN 12287 BigRentz, Inc
- In State, select the state of the Job.
- In Rate, provide a placeholder number, like 500. This can and will be changed upon receipt of the actual price of the Rental.
- In the "Lift PO" Chat Group, share the Zuper Title for the job along with a hyperlink to the Zuper page; wait for PO Number to be provided.
6) After receipt of the Rental PO, the PM can place an order for the required equipment via Big Rentz.
- Click the three lines in the top left corner of the main screen and select "New Order"
- Select the equipment that best suits the needs for the associated Job. Common equipment used: 26 Ft Electric Scissor Lift, Wide, All Terrain or 34 Ft Articulating Boom Lift, Diesel
- "View Cart and Checkout"
- Fill in Address, Dates and Delivery Window in order to select "Calculate Price".
Please note: You will not be able to reserve a lift via the website if the request less than 24 hours out; if you attempt to do so, you will receive a notification on the next page and a prompt to call-in the order. Orders placed less than 24 hours before the desired date are not guaranteed.
- If the order is placed more than 24 hours before the desired date, you will be able to proceed to the next screen; confirm the information, record the Grand Total for later and click "Start Checkout".
- On the "Checkout - Customer Information" page, your information will be auto-generated; confirm and continue to the next page.
- Provide the Jobsite Name, Your Name and phone number OR the installing Tech's name and number, and finally the PO number provided in the Lift PO Chat. Proceed to the next Page.
- Confirm the information and "Place Order". Be on the lookout for an email from BigRentz, as it will provide you with an order confirmation and another email with a receipt and Sales Order Number.
- Go back to the Lift PO Chat and reply directly to the PO number you just received with the Grand Total and update the PO Rental Request Rate with the actual Total.
Figure 2
7) After the above have been accomplished, the PM will update the Salesforce Opportunity Status and the Opportunity Case to “Scheduled”.
- Open Salesforce and navigate to the Opportunity page for your Job; You can either search for the Opportunity in the Search Bar or you can select the job from your "Opportunities" Tab at the top of the page.
- Once on the Opportunity, take note of the green bar at the top of the page; there should be a status of "Closed-Won" at the end of the green bar followed by a blue button labeled "Change Closed Status". Click this blue button and select "Scheduled.
Guides & Resources
Steps 1 - 3
Figure 1
Step 6
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Step 7
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