As an experienced HVAC dispatcher I am able to offer the folowing services (in addition to the services listed on "services" page) on a regular or as needed basis to HVAC professionals located in the US only.

 

• Answering Service

• Take incoming customer calls.

• Schedule and coordinate all service calls as

  calls are received.

• Create dispatch ticket for all service calls.

• Dispatch Service Technicians, one call at a

  time.

• Dispatch Service Technicians from home to

  first call.

• Debrief Service Technicians after completion

  of each call.

• Respond to all messages left overnight.

• Maintain the dispatch board / schedule.

• Forecast workload for 2 – 3 days out

• Contact customers with a “Parts Pending”

  status as parts are received for scheduling.

• Follow up on all pending and recommended

  work with customer utilizing the pending work

  log.

• Maintain the maintenance agreements,

  including billing, scheduling, and staging of

  materials, database information, customer

  hard files and renewals.

• Help Service Manager with marketing issues

  as directed.

• Order parts for special orders.

• Forward list of parts used by technicians to

  warehouse for truck restock.

• Update customer files as information is

  received from installation. (Extended

  warranties, equipment info, new customers,

  Birthday tickler file, etc.)

• Type service contract proposals for new

  customers

• Maintain on call schedule, to include 1st

  oncall and standby technician

• Maintain customer history files in database

• File service orders

• Prepare paperwork for all manufacture

  warranty parts

• Facilitate return

  of warranty parts

• Update service database from service ticket

• Maintain service invoice log

• Compare service timecards and work orders

  to service schedule.

• Compare time cards to GPS Report

• Check service time cards for accuracy

• Pull checks and charge slips and compare to

  invoices.

• Forward checks and payments to accounting.

• Happy calls / customer surveys.

• Calculate reporting information and enter into database

• Other duties as assigned

 

 

Please call for rates!

 

 

 

Attrribution for above material:

© 2006 Business Development Resources, Inc.

Pub# DM-HVAC-PW1-5-10035