Universal
| 1st CALL | Add if you booked call for earliest time frame. Ex.(8-10) |
| Need Helper | Add when we need to access a roof vent for a drain cleaning. |
| AFTER HOURS FEE | Add if a after hours fee was quoted to customer. |
| BILLABLE | Add if account is billable |
| $CSR ENTER P.O.$ | If this tag is on an account, make sure you get PO# from customer. If they do not have it available, ask them if they can call back at a later time to provide it, add to notes customer will call back with PO#. |
| ASAP | Add to account if a Commercial , or Billable account. |
| COVID-19 | If customer said that someone has Covid at the location; have customer send in results after cleared by doctor. |
| ESTIMATE | Add only for excavation dig jobs that require a supervisor |
| HOLD | Add to account if placed on HOLD, if taken off HOLD make sure to remove tag. |
| MSD ESTIMATE | Add for installing back flow prevention (THEY MUST HAVE PAPERWORK FROM MSD) |
| RECALL | Add if you recalled a job. |
| RPZ | Add when testing backflow prevention. |
| SPECIAL PRICING | If a customer’s account says Special Pricing, we do not charge the after hours fee. |
Corley
The most commonly used tags are our age tags for equipment ages. There are a lot of tags D: So, as a CSR we only really ever touch these:
All of these tags come into play when we’re asking for ages of equipment. This should be done on every call for whichever trade is being booked. (Obviously excluding the Google tag unless it pertains.)
And it’s super helpful when adding Age tags to just begin typing the year (ex. 2013) and then selecting if it’s for WH, HVAC, or Home, that way you don’t have to scroll.
| CUSTOMER SUPPORT | Add for all CORLEY booked jobs. |
| WH(year) | |
| WH10+ | |
| 2 Water Heaters (if applicable) | |
| HVAC(year) | |
| HVAC10+ | |
| 1 HVAC unit, 2 HVAC units, 3 HVAC units. . . etc. | |
| Home(year) | |
| Home40+ | |
| Google Local Services (when a call comes through that with that marketing lead source) | |
| Rental Property |
Ellington
| WORLD CONNECTION | Add for all ELLINGTON booked jobs. |
| RNC | Residential New Construction |