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Site surveys and how we might need more information....
Site surveys hold significant importance within PMO as they enable us to conduct thorough assessments of projects, ensuring the provision of accurate equipment and coverage to our customers. Given that we may not always have visibility of every aspect of a site or anticipate potential challenges during installation, we often require physical surveys to be conducted to address any shortcomings or obstacles effectively.
Lets dive into checklists below
Identify the need for a Site survey when analyzing SDR's prior to BOM complete.
Major factors requiring a site survey (use best judgment).
Install involving multiple buildings.
Soft-top roof
Pier's
Apartment complex
Homeowners' association
From the Site Design Requests (SDR) tab in Sales Force (SF) select the edit marker (little pencil) to the right of the Stage field.
Under the Stage field select the drop-down menu look for and select Site Survey Requested then Save the selection in the lower portion of the screen.
Have coordinator open and assign a Site Survey Ticket in Zendesk and in Zuper.
Open G-Drive and search for 2X fixed schedule.
Add information required to initiate a site survey.
Zuper #
Work Type
Job Title
Address
State
POC Contact Number
PM assigned
Get dates from 2X tracker and call customer to ensure those dates work.
Assign 2X to the Zuper ticket.
Select the edit button located in the section named "User/Teams Assigned" on the right side of the page.
Scroll down in the section labeled "Select Users" find 2X leadership and 2X Field Tech click the green tab stating "ASSIGN"
Once done close the tab.
Scheduled the Job in Zuper.
Select edit in top left corner next to "JOB SCHEDULED AT".
Enter date scheduled start and end.
Schedule the Site survey in SF.
From the SDR tab in SF select the edit marker (little pencil) to the right of the Stage field.
Under the Stage field select the drop-down menu look for and select Site Survey Scheduled then Save the selection in the lower portion of the screen
Call customer 2 days prior to ensure they are still good with site survey.
Wait one-two days for the site survey form to be filled out by 2X.
Take that information and add it into SF opportunity notes section.
Change the stage from site survey scheduled to site survey completed and email the Territory Manager (TM) to review the findings.
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