Request for Service at City-Wide Fire Protection, Inc.
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Is this a request for testing? (Fire Alarm, Fire Extinguishers, Fire Doors, Fire Sprinklers, Emergency Power/Lights)
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Is this a request for emergency service? Alarm or panel is beeping, something is broken or needs repairs today?
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Is this a request for service?(non-testing and non-emergency)
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YES
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Transfer call to Kim to speak with client. If Kim is assisting a client, ask client if you can take a message or transfer to Kim's voicemail.
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Transfer call to Estela to speak with client. If Estela is assisting a client, take a message from client and let them know a Field Service Supervisor will be contacted.
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Transfer call to Estela to speak with client. If Estela is assisting a client, ask client if you can take a message or transfer to Kim's voicemail.
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Have we performed service at this building?
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Estela to contact Field Supervisor for Emergency calls and follow instructions from Field Supervisor to create a job and dispatch to a Field Service Technician.
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Create a one-time job estimate and follow the One Time Job Estimate Workflow
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Create a To Do to have a Field Service Tech look at the building.
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Kim to create an Estimate for annual testing and send to client.
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Estimate approved?
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Mark the Estimate "Won" in the Estimate Module and schedule a recurring annual test.
Follow the 3-2-1 Recurring Test Workflow.
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Request for Service
