Staff Name
 Monday
 Tuesday
 Wednesday
 Thursday
 Friday
Ben


 Not Working
 Not Working
 Book in Tenant
Reviews
General Enquiries if have time
 Online Bookings
 Not working
Shannon
 Online Bookings
General Enquiries
 Certificates
Certificate enquiries/ follow ups
New Waiting – 2 weeks
*Online Booking Support
Withdrawn invoice/bookings
 
 Online Bookings
General Enquiries
 General Enquiries
Certificates
Certificate Enquiries
Online Chat
Withdrawn- invoice/bookings
 Certificates
General Enquiries
Withdrawn invoice/bookings
Reviews
Deborah
 Certificates
Certificate Enquiries –
ask Stephen for advise
Online Booking Support*
 Online Bookings
 Certificates
Certificate Enquiries –
ask Stephen for advise
General Cert support *
 Book in Tenant
 Online Bookings
General Enquiries
Stephen
 URGENT Tasks under Stephen
Complaints
General Enquiries
EPC Availability for this/next week:
*Afrim
*Abdul
*Kelly
*Oliver
Support with certificates
Status Updates – Quality Check
Missing certificate report
Quotes
Quote Follow Ups
 General Enquiries
Complaints
Status Updates  
Quotes
Quote Follow Ups
Reviews
 General Enquiries
Complaints
Support with certificates
Status Updates – Quality Check
Missing certificate report
Quotes
Quote Follow Ups
 Complaints
Support with certificates
Status Updates – Quality Check
Missing certificate report
Quotes
Quote Follow Ups
 General Enquiries
Complaints
Status Updates  
Quotes
Quote Follow Ups
Reviews
Ferdous
 BACs updates                         15 min
Prov & Reminders                30 mins
Billing E-mails (Folder)      < 1 hr
Credit Control (Private)     < 3 hrs
Refunds                                < 1 hrs hours
BACs update                           15 mins
Daily List                                  30 mins
Run a report that shows no appointment date for new assigned / prov booking – send to Stephen to review
 BACs updates
Prov & Reminders
Billing E-mails (Folder)

BACs update (agency) 1 -  2 hrs
Credit control agency fortnightly* 3- 4 hours
If not due than do:
* Plumb Centre invoice (monthly) if not due (1/2 hours)
*Open Non attendnance
*Freshbooks quality control and outstanding payments
*Expenses (Fresh books)
If not doing monthly do
*Refunds
*Credit control agency (fortnightly)
*Plumb Centre invoice (monthly)
*BACs update for agencies
*Expenses (Fresh books) 
 BACs updates
Prov & Reminders
Billing E-mails (Folder)
* Plumb Centre invoice (monthly) if not due (1/2 hours)
Credit control agency fortnightly* 3- 4 hours – if not finished

*Refunds
Work on new schedule
*Freshbooks quality control and outstanding payments
*Expenses (Fresh books)
All refunds should be cleared!
 Ferdous Working oem
BACs updates
Prov & Reminders
Billing E-mails (Folder)
Invoices – engineers*  
*Weekly engineers estimate 2 - 3 hours
*Monthly CO Report (weekly)             < 1 hr
engineers estimate additional 2 – 3 hours
If not doing monthly do

*Credit control agency (fortnightly)
*Plumb Centre invoice (monthly)
*BACs update for agencies
*Expenses (Fresh books) 
 Ferdous working from Home*
BACs updates
Prov & Reminders
Billing E-mails (Folder)
Open Rent statement
EPC Statement
CO Report (weekly)             < 1 hr – send to Andrew
BACs update                           15 mins
Daily List                                  30 mins