BASIC OVERVIEW

 

Customer calls here and Paula will open their job in E10. This populates a new job into Service M8 which we then allocate to a time and tech. You attend and do the job. Once finished you will fill out Work Completed section with Date, Tech and description. Last line should be a note of what kit the parts came out of. i.e Kit 027

Materials/Service per below. Head Office need the costs on all jobs for reporting, so do not zero out warranty costs any more. We will try and get the Work Order to show WARRANTY to remove customer confusion.

The only case for zeroing out the price of something would be if we decided to give a chargeable customer certain parts at no charge.

If you need to return for any reason you change status to UNSUCCESSFUL This is in line with how the other states use the program.

If customer cancels our appointment we will change to Completed and add a note in the Service M8.

If you need non kit parts you will order these via Transfer Oder (see below).

It is up to you to confirm modelserial as any changes you make here will be reflected back in E10. Must be accurate to what you are working on. Likewise, if you change the JOB CATEGORY status from WARRANTY to CHARGEABLE this will be reflected in E10.   

 

Last step is finishing job and marking as COMPLETED. When you do this, any required parts kit items will be ordered to replenish our kits. If we still have excess parts somewhere in the workshop, no parts will be sent and Paula and I will need to find the excess part to replenish. You will still put your used kits on Quarantine Shelves ideally with a matching Job Sheet that Paula has printed out. There will no longer be Parts Orders sheets.

Make sure you have removed anything not used from the Materials list before hitting Completed! Likewise if you have done a quote you will need to remove all unused lines before marking Completed.

 

MATERIALS/SERVICE

 

The names for these items are now per below. I will try and delete all the old ones.

 

CALLOUT this will be used on every job

TECH this is your additional labour on each job and should be accurate

TECHAPP apprentice labour if required for 2 man jobs etc

QUOTEDPART used for any Non Stock items such as scissor lift, zone motors etc. Put details in Item Name and adjust price to suit for each job

R-32 note these are all written with a hyphen now. Also put amount used with decimal eg 1.75kg

R-410

R-407c

 

NEW FORMS

 

Transfer Order 

This is used when you require a NON KIT item eg compressor or coil. Part number must be accurate so probably easiest to add it into your Material/Service first, then copy the part number before opening the form.

The form only asks for a part number and quantity. Get the part number wrong and nothing will turn up. Once form is completed it’s done, no adjusting before sending. Paula and I can cancel if you let us know straight away.

 

When Paula or I receipt in the part in here, we will be able to see what job it is for and will note this on the box.

 

Changeover Request

This form will send us a changeover unit to the SA Workshop. You should always discuss with me before ordering. One point to consider is if you have already used a heap of kit parts on the job, might be best to COMPLETE that job first, this will get the kit parts on their way. Remember no kit parts sent till job is Completed. Paula can then open a new job for the Change Over and we can order the change over from there. We should always check availability with Sales before doing a Changeover Request.  

When completing the Changeover Request modelserial of old unit must be accurate because the RMA return process is auto created against this. Then input model only of new unit required.

 

System Replacements

You will now need to add the indoor and outdoor model separately. I will setup prices for individual KMTC units and remove the old sets.

As above, all Non Stock items need to use the QUOTEDPART or TECH. I’d suggest you use the TECH for your replacement price per capacity- $660, $770, $880. You will need to manually tally up any extras such as additional pipe, wall brackets, roof mounts and put these as QUOTEDPART with description added. I will print off the quoting information to make this easier.

Still use the System Replacement or Quote New Installation forms to produce the quote.

Awaiting confirmation on how we will order these units. Will update once I know.

 

Badges and Compulsory Forms

Unsure if we can get these to auto populate at this stage. Might be something Paula and I need to select manually on each job.

Regardless you do need to do the JSA at the start of every job and the COC form at the end.