Draft Rota : 21.01.2018
| Staff Name | Monday | Tuesday | Wednesday | Thursday | Friday |
| Ben | not working | not working | Generals Enquries Online Bookings | Book in tenant New waiting | not working |
| Hollie | General Enquiries Online Chat New waiting for the last 2 weeks | General Enquiries Online Chat Book in tenant | Online Chat Book in tenant - pls make sure customer/agency are e-mailed if booked or not booked in Customer phone feedback - reviews | Online bookings | Generals New waiting Mailing List Claw Backs |
| Asim | Online Bookings | Online Bookings | General Enquiries Breakdown cover follow up Electrical cert research Recruitment Gas engineers with Stephen and Ferds | Generals New waiting Mailing List Claw Backs | Online Bookings |
| Shannon | BACS daily Billing Folder Refunds If have time engineers invoices | BACS daily Billing Folder Engineers Invoices If have time plumb center invoices | BACS daily BACS agency Billing Folder Outstanding : Agency & Private Andrew meeting / report on this *Legal Notices Please do for all private clients who over £50 and you tried 3 times, and have been notified a £10 admin charge is now due. | BACS * Plumb Centre invoice (monthly) if not due *Fresh books clearing / validating unpaid invoices - spend 6 hours at most on this Expenses (March on system) | BACs *Engineer insurance - speak to Makeda if she has this first, Start compiling. *Engineer CRB checks *Vechile servicing monitor ----- milage record |
| Deborah | Certificates Status Updates Schedule sms to all gas engineers that will need amount of co alarms after close on Cert enquiries Cert follow ups Missing cert report Reviews if have time | Quotes Certificates Status updatey Certificate Enquiries Certificate follow up Working on new ideas to communicate failed certificates and solutions. | Certificates Status updates Certificate Enquiries Certificate follow up Missing Certificates Quotes supporting Stephen | Quotes Certificates Status updatey Certificate Enquiries Certificate follow up Quality Checking cerificates - id number, phone number etc. Reviews | Certificates Status updates Certificate Enquiries Certificate follow up Missing cert report Co alarm report |
| Stephen | Brief Punctuality report Allocating tickets Complaints Schedule Gaps inform staff Schedule Optimisation Engineer Availability Quotes Quote Follow Ups *support staff in all areas if needed | Allocating tickets Complaints Engineer Availability Complaints Schedule Optimisation Go through with Andrew new engineers working: Raymond Electrician Cover Quality check certificates Quality check quotes - are engineers adhering to processes? | Brief Allocating tickets Complaints Schedule Gaps inform staff Schedule Optimisation Engineer Availability Quotes Quote Follow Ups *support staff in all areas if needed | not working | not working |
| Ferdous | Prov & Reminders Recruitment Finish off profit reports Refund report on why most customers want a refund Non attendance report - any patterns in engineers Commiusoft create documentation to do a booking and invoice. Will go through with Andrew on progress and what next steps to take | Prov & Reminders Open Rent report Recruitment Finish off profit reports Refund report on why most customers want a refund Non attendance report - any patterns in engineers Commiusoft create documentation to do a booking and invoice. | BACs updates Prov & Reminders Commiusoft documentation *Commiusoft create documentation to do a booking, if finished do documentation on how to send a certificate, and check if paid or not. If not paid what to do next, Please do documentation on how to re-instate a booking if non attendance. Please do documentation on how to amend a certificate if address or name wrong. Please do documentation if book in tenant and new assigned. If you get these finished - please look at other scenarios we use now, Will review when back | king till 3pm | Not in |
Co alarms – report – training
Expenses – training
Optimisation : Job count, priority engineers,