Stephen can you highlight in yellow tasks/duties completed
| Tuesday | Comments | Wednesday | Comments | ||
| Stephen | Brief Punctuality report* Manual Allocating tickets - this is to be every 2 hours __________________ Last on phone Generate a book in tenant report for Hollie from Jan Generate a new waiting report for Hollie from Jan Schedule Gaps inform staff Complaints ((again may need to be last on phone if any urgent complaints) Schedule Optimisation enough booking per engineer (3 days forward) post code optimisation - and errors forwarded and corrected by relevant staff member checking that remedial/repairs booked in correctly. Engineer Availability Any areas that a fully booked in the next 4/5 days find out if you can get another engineer to help support area. Cover for any engineers on holiday Ensuring schedule has notes of engineers working or not working Quotes till 1pm - carry on after Monitoring (afternoon) Checking how many on lines have been done; Checking how many new waiting Checking for any obvious mistakes such as invoice number and correct engineers for multiple services on same booking. Checking progress on book in tenant and new waiting. Randomly check if clients have been e-mailed correctly for new waiting / book in tenant. Check if phone calls are being distributed evenly. Push staff who are getting low scores to level up. Check on progress with certificates Check if status updates done and any engineers could not confirm if jobs were not done. Review missing certificate report or generate your own for comparison. Quotes - check if quotes have been done correctly, and e-mail responses. Quotes - Continue Complaints 'responses' Schedule Check again to check ok for Daily List. *support staff in all areas if needed | Andrew: needs to send engineers gaps to me as well in morning. Andrew: Needs to make sure reports are accurate i.e. date selection. | Punctuality report Allocating tickets __________________ Last on phone Generate a book in tenant report for Asim from Jan Generate a new waiting report for Asim from Jan Complaints ((again may need to be last on phone if any urgent complaints) Schedule Optimisation enough booking per engineer (3 days forward) post code optimisation - and errors forwarded and corrected by relevant staff member checking that remedial/repairs booked in correctly. Engineer Availability Any areas that a fully booked in the next 4/5 days find out if you can get another engineer to help support area. Cover for any engineers on holiday Ensuring schedule has notes of engineers working or not working Monitoring (afternoon) Checking how many on lines have been done; Checking how many new waiting Checking for any obvious mistakes such as invoice number and correct engineers for multiple services on same booking. Checking progress on book in tenant and new waiting. Randomly check if clients have been e-mailed correctly for new waiting / book in tenant. Check if phone calls are being distributed evenly. Push staff who are getting low scores to level up. Check on progress with certificates Check if status updates done and any engineers could not confirm if jobs were not done. Review missing certificate report or generate your own for comparison. Quotes - check if quotes have been done correctly, and e-mail responses. Complaints 'responses' Prepare for Brief next day Schedule Check again to check ok for Daily List. *support staff in all areas if needed |