Lizzy Learning Center – Service Department
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Creating Service Tickets (Repair Orders)
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1.1 ) Creating A New Service Ticket (5:47)
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1.2 ) Creating A New Internal Ticket (2:48)
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1.3 ) Working With Previous Estimates (1:54)
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1.4 ) Using A Scan Tag (1:39)
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1.5 ) Adding Mileage/Hours To A Unit (0:47)
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1.6 ) Pulling A Unit Tag (Reference Number) (1:03)
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1.7 ) Adding Items To A Job (1:15)
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1.8 ) Requesting Parts (1:51)
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1.9 ) To Pull Parts Or Not To Pull (6:37)
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1.10 ) Ordering Parts (0:49)
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1.11 ) Delivering Parts To The Mechanic (1:33)
Scheduling and Tracking
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2.1 ) Scheduling A Technician (4:47)
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2.2 ) Rescheduling A Technician (1:30)
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2.3 ) Working With The Service List (5:10)
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2.4 ) Managing Internal Tickets With The Service List (4:14)
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2.5 ) Scheduling Incoming Work (4:15)
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2.6 ) Tracking Technician Times (3:52)
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2.7 ) Taking A Deposit (1:33)
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2.8 ) Waiting For Approval (2:12)
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2.9 ) Dealing With Promised By Dates (1:34)
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2.10 ) Logging Calls On Open Service Tickets (2:43)
Completing Service Tickets
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3.1 ) Working With Pickup And Delivery (3:03)
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3.2 ) Completing A Job (4:33)
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3.3 ) Contacting Customers When Service Is Completed (3:29)
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3.4 ) Cashing Out The Ticket (2:02)
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3.5 ) Expensing Out Internal Service Tickets (1:15)
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3.6 ) Expensing Out Customer Service Tickets (2:40)
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3.7 ) Charging Customer Ticket To Sales Department (1:30)
Section 4
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4.1 ) Locating Service Tickets (2:36)
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4.2 ) Reviewing Special Orders For A Ticket (1:07)
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4.3 ) Reviewing A Customers Units (1:04)
Warranty Claims
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5.1 ) Setting Up Warranty Claims (2:38)
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5.2 ) Creating a Warranty Claim (3:00)
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5.3 ) Completing a Warranty Claim (3:44)
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5.4 ) Paying a Warranty Claim (2:03)
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5.5 ) How To Warranty An Entire Unit (3:47)
Working With Extended Warranty
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6.1 ) How To Setup An Extended Warranty Supplier (1:28)
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6.2 ) How To Setup A Job To Extended Warranty (2:37)
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6.3 ) Keeping Track of Extended Warranty Approvals (1:37)
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6.4 ) How To Approve An Extended Warranty Job (0.34)
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6.5 ) Dealing With Taxes on Extended Warranties (1:15)
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6.6 ) Cashing Out Service Ticket With Extended Warranty (1:49)
Administrative
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7.1 ) Tracking Technician Performance (10:19)
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7.2 ) Viewing Profitability (0:30)
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7.3 ) Printing Work Orders (1:20)
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7.4 ) Rejecting A Service Job When A Unit Is Returned By The Customer (2:50 min)
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7.5 ) Performing Service Checkup Calls (1:26)
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7.6 ) Tracking Separate Labor Accounts (5:07)
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7.7 ) Technician Performance Report (5:07)
Miscellaneous
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8.1 ) Triaging Units (3:10)
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8.2 ) PartsFetch Usage (8:15)
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8.3 ) Working With The Unit Document Manager (2:16)
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8.4 ) Working With Sublet Suppliers (2:44)
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8.5 ) Fixing A Sublet Mistake (4:21)
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8.6 ) Working With Multiple Service Departments (3:34)
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8.7 ) Changing Contact On Existing Service Ticket (2:02)
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8.8 ) Handling Battery Cores (6:10)
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8.9 ) Managing Service Contracts (4:54)