Service Management ~ Policy & Procedure Tips

By Jack Bogle


Service/Work Orders

Help Desk Orders

Agreement Work Orders

Pre-field Orders

Work orders with Parts / Material

Phones/Equipment Repairs

Follow-up Work Orders

Canceling Work Orders

Customer Service Phone Calls

TIP: Use a telephone automatic call distributor (ACD) to queue your inbound calls.


ACD Log-in and Call Processing

Sales Calls

Service Calls

Technician Check-in

Operator Calls

Service Dispatching and Monitoring Technical Staff


TIP: Print SERVICE ORDER due date reports daily!

Processing Technician Paperwork

Managing Time Sheets

Closing Work Orders



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