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Meeting Notes

Public·41 members

Wednesday, August 26th Team Meeting

Warranty Review

  • Establish consistent communication and defined expectations with warranty

  • the Warranty Check Box means a Return Visit is necessary, not whether or not site visit is warranty, but clicking this box does not automatically make site visit warranty:

    • Task is created that says warranty assessment

    • Technician will determine if there is a warranty at all, and if it's a labor warranty or parts warranty

    • Technician will put into the "why" section on the task

    • If there is additional work to be performed, they can contact project management/dispatch and then add additional work as if it was a regular site visit.

Problem: the warranty button was difficult to see, and gave tunnel vision

Solution: warranty is changing to Return Visit, and warranty status can be updated on task level


A Word From Chad:

Don't forget these three things that help make Loc-Doc successful:

1) Fast Response Time

2) Helpful and Friendly Communication

3) Solving People's Problems

1 View

Helping our Customers Protect their People and their Property.

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