AC Warehouse Schedule Engine

AC Warehouse Scheduling
Heating & Cooling HVAC

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​Step 1: Click on the hyper link to open Schedule Engine

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​Step 2: Selecting the Issue

​Since our caller's issue is related to their HVAC system, whether heating or AC units, select Heating & Cooling in Schedule Engine and proceed to Step 3 as outlined in SingleComm.

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​Step 3: Schedule Engine Subtype-
Selecting the Issue

​Step 3 is outlined in 4 simple steps. It is important that we follow these steps as instructed.

1. Select 'Repair/Service'

2. Select ' No Cooling'

In this section, we will not make the selections based on the caller issues, but rather on the instructions in Singlecomm. Be sure to make specific notes your message.

​Step 3 Schedule Engine Subtype :
System Type & Age

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​Select the caller's system type based on the information provided. If this was not already provided to you, probe with the caller to identify what type of system they have. However, for system age, select 'Less than 5 years old' and document the actual system age in your message in SingleComm.

​Step 3 Schedule Engine Subtype
Describing the Issue

​Since we do not have the means to gather images or videos from the caller, skip this step and proceed to documenting the issue.

!PRO TIP! Use your Tense and Grammar checker to ensure your message remains error free.

​Step 4 Schedule Engine:
Locating the Customer

​Locate Existing Customers using the phone number they created their accounts with.

​Create a Customer Record if you have a new customer. Remember to confirm addresses!

​New
Vs.
Old

​Step 5: Schedule Engine
Booking the Appointment

When selecting a scheduled date, be sure to ask the caller their preference, otherwise, start with the first available. If we do not have a time frame that matches the caller's needs, still get them booked in with the first available appointment. Be sure to notate your message in SingleComm that the caller needs an earlier appointment.