Schedule Pro Workflow

SCHEDULE JOB

1-    Alert Set for Requested Installation Date (Est Del Date or Line Est Del Date)

1. Multiple Schedule Dates- Internal Notes indicate what dates for each phase

2-    Job put on schedule based on date requested,

1. IF material line(s) from Order Entry in GEN PO status the Schedule Pro default status should be left as SCHEDULE REQUESTED

3-    Once or twice a day filter scheduled jobs by “Schedule Requested” Status.

1. Review line statuses to see updated line status from Gen PO to On Order.
2. Review the Promise Date for the material to confirm meets 2 day prior to installation date deadline.

4-    Contact customer to confirm the installation date desired.

1. Review any details of installation as needed
2.  Email client reminder of installation appointment as well as documents to review prior to installation (“How to prepare for your floor covering installation” etc.)

5-    Change Schedule Pro Status to SCHEDULED

GET READY FOR INSTALL

6-    Material Status Report generated to track materials 2-3 Days prior to installation date

7-    Call customer to confirm installation 24 hours prior to installation.

1. Discuss normal installation preparation for the type of job being installed.
2. Review the scheduled job for any extraordinary things the client was supposed to perform, usually indicated with a service line indicating what is their responsibility (client to remove existing material or client to remove and replace furniture, etc.).  Confirm the client has  completed the necessary work and is ready for installation
3. Discuss balance due and review policy regarding collecting COD
4. Make notes of the conversation in Scheduler Notes section

8-    Change status to CONFIRMED

9-    Generate Installation Job Packet

1.  Work Order for customer sign off
2.  Work Ticket for installer’s copy
3. Tag jobs for Installer to generate Map. (if multiple jobs being performed during a day from one jobsite to the next)
4. Print  Diagram (Open scheduled job- click on View Order- Open  attachments- find diagram and print)

10- Add additional flags in Tracking Table Notes 1 (Material pick up, Material Not Ready etc.)

SPECIAL NOTE: Additional Charges

Additional Charges phoned in throughout the day should be added to the schedule and a Work Ticket generated in advance to check the installer back in with a document that has already been prepared.

DISPATCH CREWS

11- Print Grid as a guideline to expedite loading crews

12- Collect PREVIOUS job’s work orders, work tickets, COD’s prior to releasing NEW installation job packet

1. Note material changes on Work Ticket/Pick Ticket
2. Note job site changes on Work Ticket (job not ready, reschedule, inspect, etc.)
3. Additional  Work Tickets prepared given to installer for review and sign off

UPDATE SCHEDULE/ORDERS

13- Collate Work Tickets/Install Bills into two categories

1. Work Tickets-NO Changes
2. Work Tickets- WITH Changes

14- Go to Quick Edit to Update Statuses

1. Change today’s jobs status to IN PROGRESS
2. Change jobs turned in status as needed (PHASE COMPLETE, JOB COMPLETE, Reschedule, and Inspect etc.)
3. Add Tracking Table Follow up as needed (Installer Bill Needed, Repair Needed, Change Order Pending)

15- Providers Earnings Posted

1. Filter by Status if required for job completion to be confirmed prior to earnings being posted. (Phase Complete and Job Complete)
2. Post Earnings for Work Tickets with NO Changes
3. Post Earnings for Work Tickets WITH Changes

• ONLY if access to Order Entry is available to make necessary corrections

(Since additional charges should be added while installation is still being performed the only changes that would be necessary would be to reduce qty, rate due to job site difficulties)

If you don't have Schedule Pro and have more questions, please contact your RSA.