Staff Name
Monday
Tuesday
Wednesday
Thursday
Friday
Ben
Online Bookings
General Enquiries
Reviews
Schedule optimisation
Reschedule bookings
Book in Tenant
New Waiting
Online Bookings
General Enquiries
Schedule optimisation
Reschedule bookings
Book in Tenant
New Waiting
Online Bookings
General Enquiries
Book in Tenant*
New Waiting*
Shannon
Certificates
Certificate Enquiries
Refunds*


Online Bookings
General Enquiries
Billing e-mails*
Certificates
Certificate Enquiries
Booking Support*
Private : Credit Control
Online Bookings
General Enquiries
Certificates
Certificate Enquiries
Schedule optimisation
Private : Credit Control
Refunds*
Stephen
Engineer availability checker
General Enquiries
Missing certificate monitoring
Status Updates
Missing certificate Follow up
CO Alarm – check*
Certificate Follow Ups
Quotes
Quote Follow Ups
Reviews
*Look at diagnostic statuses
follow up on quotes, parts ordered.
*Cancel any bookings that are over 3 hours long not paid within 3 days
Certificates
Certificate Enquiries
Status Updates
Daily List
General Enquiries
Missing certificate monitoring
Status Updates
Missing certificate Follow up
Certificate Follow Ups
Quotes
Quote Follow Ups
Reviews
*Look at diagnostic statuses
follow up on quotes, parts ordered.
*Cancel any bookings that are over 3 hours long not paid within 3 days
Certificates
Certificate Enquiries
Status Updates
Daily List
Reminders & Provisionals
Missing certificate monitoring
Status Updates
Missing certificate Follow up
Certificate Follow Ups
Quotes
Quote Follow Ups
Reviews
Daily List
Soyful & Ferdous
Follow Finance schedule:
Please ensure
*CO Report / Stk mgn (weekly)
*Open Non attendnance
*Freshbooks quality control and outstanding payments
*Expenses (Fresh books)
*Engineer Expenses
*Engineer insurance
Plumb center
Engineer Uniform