DAILY TASKS - 2021
InHouse Repairs
Awaiting customer equipment
Admin check / Awaiting 3rd Party
Quotation
Awaiting Return
Quotation & Awaiting PO
Awaiting Parts
Awaiting 3rd Party PO
Awaiting 3rd Party Repair
Awaiting Repair/Awaiting Final
Inspection
Final QC failed
Field Repairs
Administrator Check
Awaiting allocation
Return Visit required
Technically complete
Awaiting Expenses
Chasing loans
Confirmations Open / In Error
Investigate Disputes
Jobs at Logged
Employee Description
Isaac Follow up repairs 1 week after being logged. Request POD and follow up with warehouse/
electrical testing.
Gwyn Includes organising manual packing slip for 3rd Party Repairs (Commercial Invoice) & quoting for
3rd Party repairs prior or after being sent.
Reilyn Completing confirmations and returning equipment to customers.
Alex Quoting customer as per Technicians notes and time added in job (add in FREIGHT). Following up
on Purchase Orders one week after quotation sent.
Georgina Ordering and monitoring parts in workshop jobs. Making sure parts are ordered (MD04)
Andrew A Follow up with 3rd party repairer for quotes over a week old with customer to get a PO and
creating the PO against the  3rd party repairer.
Tai
Via Resource Planner
Andrew A Follow up with 3rd party repairer & Tech - does it need to be returned?
Alisha for Batch User.
All staff for their own
Making sure Field job is ready to be billed, obtain missing PO, check pricing etc - set to
Technically Complete for BATCH USER. Each team member are still in charge of their own logged
jobs.
Andrew M Via Resource Planner
Nick S & Matt Follow up on jobs at this status, re-assign if parts are required for return
Alisha Billing field repairs
Nick S & Matt Adding Technicians expenses to jobs
Isaac Following up 1 week after repair despatch
Rebecca Making sure errors are fixed for weekly / EOM billing.
All Fiona, Dylan, Danielle, Gwyn, Rebecca & Andrew A
All All staff need to check incomplete Jobs and process to next step. Follow up with Customer, check
for duplication etc
Customer Name Agent Customer Contact Name Ph #
BGIS Alex
Chemtronics Kyle
QAS Rebecca
Email