Service Manager Daily Weekly Monthly Tasks
Service Manager Daily Weekly Monthly:
Key Role: To ensure the success of each customer interaction by proper communication to the customer and deploying the technician to service the customer’s needs. To support the technician and customer throughout the entire job/project experience to its positive end.
Daily Things to do: (job check list)
Look at the schedule for all techs for the current day and for the whole week. This includes the tech’s in the Fire & Security Division as well so that you know where they are. They could run late on a Fire & Security job that may interfere with a future service appointment you have on schedule.
While looking at the schedule look to make sure your job checklist is clear, which is Deposits, Permits, Materials, # of techs, time needed on job.
Make sure these are all good to go then you can move on with other tasks.
Daily tasks:
Communicating Daily with call center for all new upcoming appointments and estimate conversions.
Ordering materials for current and future jobs
Permits as needed coordinate with ops.
Answering customer emails as needed as questions arise. Answer to the best of your ability and if a tech is needed seek the answers from tech involved.
Coordinating with call center about appointments, reschedules, etc.
After the job is completed check the time on the job to make sure the dispatch time, arrival time, lunch break, and completed time is in the normal range. This will help the payroll hour report to be more accurate.