Matching Pairs Hunkware & System Questions - KzooOnline version Hunkware & System Questions by Anastasia Jacob 1 Don't need to do a follow up call for... 2 How do we get to a Pending Request? 3 Why is it important to input the referral source? 4 If a client is calling in and wanting to book their quote, where do we go? 5 What are the two spots to get to people search? 6 What do we do if we see “labor” category on our schedule for a job or estimate that’s not from a box sale? 7 What is 1 reason we would put an Alert into a job? 8 Incoming call phone script 9 If a client moves in or out of our storage facility, what slack channel do we communicate that in? 10 Where do we go to create a new quote for a repeat client? 11 Where do we go to put an Alert into a Job? 12 Is the name, phone #, or job Id the fastest way to search a client? Old View (click on user name) New View (click on "people") PNC Client Profile, then click "Alerts" Thank you for choosing College Hunks Hauling Junk, Moving, & Storage. This is ____. How can I help you have a stress free day? Job ID Know what to spend our marketing costs on Copy notes in job and then change it to a move labor and update quote Client Owes Money Booking Flow People Search Old View (thumbtack Icon) New View (Services) "Storage Updates" Channel 1 Don't need to do a follow up call for... 2 Where to go to quickly assign a crew to a job that added same day? 3 If a job cancels, what do we need to look at right away before we call them? 4 How to add another truck to a different day without needing to “book” an actual job? 5 Where are the two places to get to task board? 6 How to create a quote through client profile? 7 Where do we go to find the Leads List? 8 If a client has negative feedback, what slack channel do we use to communicate that in? 9 What is something that has to be in the estimate in order for the sales consultant to create a quote for a move? 10 What do we use and where do we go to create a new lead? 11 What is 1 reason we would put an Alert into a job? 12 How to add a second truck for same day the job is on? New & Old View (people) Prepayment & if Refundable "Customer Complaints" channel Client hard of hearing or has Important Health info In job, click 3 dots top right, find "link new appointment" Schools Create client profile and in the profile click on quotes on the left side and then Plus button Booking Flow Click on the job, in “schedules” section, click pencil icon, the job will be unassigned and click on assign to team and click save Destination Address New View - click on “hunk ops” and click “boards” Old View- Tasks Icon on the left, then click on “boards” In job scroll down to "schedule" category and click "add schedule" 1 If a new lead doesn’t answer, what swimlane do we put them in and what due date do we change it to? 2 If a client is needing a quote and says they have used our services before, where do we go? 3 If the same client is on the schedule for more than one day for a move, what channel do we communicate that in? 4 If an estimate is in “sent/complete” swimlane and the estimate didn’t book yet, what swimlane would we put it in? 5 What is 1 reason we would put an Alert into a job? 6 When changing the task information, can we do it all from the job or do we need to click on the task number? 7 What is a lead? 8 What do we set the due date to if the job is booked on the 27th and we are setting up the due date for when to call for 7 day confirmation? 9 Don't need to do a follow up call for... 10 What are all the Swimlane titles that provide an auto text when you move it to a different swimlane? 11 What do we do with “do not reply” emails for leads? 12 If an estimate booked for the next day and didn’t answer for the confirmation, what swimlane would it go in and what would due date be? All no answer leads and happy checks no answer Someone looking into our services who needs to be quoted Booking Flow Click on task number, you’ll need to change the due date which you can't do that from the job "Overnight-Jobs" channel Noah 1st follow up (whoever the sales consult. is at the time) Est. 2 day no answer and due date next day No answer leads - 1st follow up and due date the next day Do Not Service Client Look into them and see if they need anything - treat like a web lead Set due date for 20th Townships
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