Job Types & Call Reasons
Call Types Cheat Sheet
Job Types Cheat Sheet
Is this an estimate for a new water heater?
Is this an estimate for a new HVAC unit?
Is this an estimate for a new electrical panel?
No matter the trade, CSRs are not to change/cancel/reschedule any Install jobs, Happy Visit appointments, or Return to Repair job types. Please set the correct task for these if customer is requesting a change. And as always, we are not to change/cancel/reschedule any job with sold work or has an estimate on it. Look for a green E on the job page, or you can look at the job summary, and if it mentions sold work or looks different than our normal job summary questions, that is a good indicator that we are not supposed to touch that job. Please reach out in the moment if you have any questions!
Job Types Explained
HVAC Job Types
HVAC NO AC - Use this job type when the A/C is not cooling properly
HVAC NO HEAT - Use this job type when the system is not heating the home properly
HVAC RECALL/CALLBACK (No Service Fee) - Use this job type if the customer states there is an issue with AC work that was completed within the last 30 days.
HVAC INSTALL WARRANTY (No Service Fee) - Use this job type when scheduling service for an AC unit we installed within the year.
HVAC ESTIMATE (Free Estimate) - Use this job type when the customer requests a new AC system estimate.
HVAC - MAINTENANCE - Use this job type when scheduling AC maintenances OR TUNE UPS
HVAC SERVICE - Use this job type when scheduling non-emergency and non-maintenance job.
Examples - thermostat is not working correctly, System is leaking water, System is making noises...
ELECTRICAL RECALL - Use this job type if the customer states there is an issue with work that was completed within the last 30 days.
ELECTRICAL NO POWER - Use this job type if the customer is requesting service for no power in the home in any area.
ELECTRICAL SERVICE - Use this job type for most customer requests. Installing power outlets, ceiling fans etc...
ELECTRICAL ESTIMATE (Free Estimate) - Use this job type if the customer is requesting a panel replacement, whole home rewiring, electrical car charger station or landscaping lighting.
ELECTRICAL MAINTENANCE - Use this job type if the customer is requesting an electrical maintenance.
ELECTRICAL WARRANTY - Use this job type if the customer is having an issue with a job that was completed within the last 12 months, but over 30 days ago.
PLUMBING CLOG - Use this job type for plumbing clogs
PLUMBING WATER HEATER - Use this for water heater jobs
PLUMBING No Water- Use this job type if the customer has flooding or no running water. This is an emergency and the most common plumbing call.
PLUMBING WARRANTY - Use this job type if the customer is experiencing an issue with a job covered by warranty. Not commonly used by the call center
Plumbing Service - Use this job type for most non-emergency jobs.
PLUMBING - MAINTENANCE - Use this job type if the customer is requesting a plumbing maintenance. Never schedule a maintenance for a customer with a diagnosable issue in the home
PLUMBING - RECALL - Use this job type if the customer is experiencing issues with a job completed within the last 30 days.
