Broadcasting Rules
The complete address is not to be provided when notifying the technicians of the available job requests.
Notations should indicate technicians who have declined
Only use general chat and extras on approval from lead
Do not broadcast guarantee jobs to technicians who have 5 or less jobs
Priorities
Focus Markets (Today)
Tagged Escalations
Supported Appointments (Today)
Supported Appointments (Tomorrow)
IMPORTANT
Each unsupported appointment for the next day, is being broadcasted with an extra $10
Steps before starting
Note all tagged priorities on Slack
Go to SF and update view to appointments
Adjust viewed page based on current list on the priorities
4. Open the appointment you are currently handling
5. Before beginning the broadcasting scroll down to the section under dispatch
6. Click on Attempted to fill before beginning
7. Make sure to update the details once you are done with your attempt to broadcast
Scanning
Review job request, names, emails
Note down rescheduled appointments
2. Broadcasting
Filter out active technicians, remove prospect, inactive & suspended
Review notes & relevant technicians to filter out technicians who declined
Begin outreach on the closest technician based on the heatmap
Update notations
3. Outreach
Call twice, leave a voicemail on the 2nd attempt and send SMS
Collect multiple time suggestions and offer immediately
4. Cancelation
Automatically cancel and send a reminder on incomplete service requests
Numbers starting in 0 & 1 is most likely incorrect
Check the listed address, if locations are parks, airports, malls & parking lots
Fraudulent Names, generic emails
Duplicates, Unfiled claims
Multiple reschedules
Avoid a 3rd reschedule if technicians are unresponsive
If the active technicians declines the job, cancel before a 3rd reschedule
Unclaimed re-do work is to be escalated
If the appointment is to be canceled, notify the customer and do not send a reschedule link