Schedule Engine Flashcard

Front

What should you select in the Schedule Engine if the issue is related to an HVAC system? Options: Plumbing, Heating & Cooling, Electrical, Estimates

Back

Heating & Cooling

Front

What is the first step in Schedule Engine Subtype for selecting the issue?

Back

Select 'Repair/Service'

Front

According to the document, what should you do after selecting 'Repair/Service'?

Back

Select 'No Cooling'

Front

What should you do if the caller's system type is not provided?

Back

Ask the caller to identify the system type

Front

What should you select for system age if it is less than 5 years old?

Back

Less than 5 years old

Front

What should you do if you cannot gather images or videos from the caller?

Back

Skip the step and proceed to document the issue

Front

What should you use to locate existing customers in the Schedule Engine?

Back

Phone number

Front

What should you do if a customer is new in the Schedule Engine?

Back

Create a customer record

Front

When booking an appointment, what should you ask the caller?

Back

Their preference for a scheduled date

Front

What should you do if there is no time frame that matches the caller's needs?

Back

Book the first available appointment