Service

• Closing Service Tickets
• Daily Duties: Service Admin
• Daily Duties: Service Tech
• Daily Schedule
• Emergency Service
• Mobile Tech
• Open Ticket Audit
• Opening a Service Ticket
• Purchase Orders
• Repair Estimates
• Requesting Parts
• Service Rates
• Storage of Vehicle
• Tech Time Report
• Time Keeping
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Billing

• Billing Dept SOP
• Check Deposits
• Daily Duties: Billing
• Maintenance Agreements
• Online Banking Deposits
• Portal Upload
• Storage Lot Invoices
• Warranty Letters

• Box Sales

  • Box Sale Service Tickets
  • Box Sale w/o Service Ticket
  • GSA Box Sales
  • Weld Shop Box Sales

• Billing Jobs

  • Bill For Deposit
  • Installation Billing
  • Job Costing

Procurement

• Box Sale Proposals
• Creating a New Inventory Item
• Daily Duties: Procurement
• GSA Box Sales
• Ordering for Installs
• Ordering for Service
• Ordering for Stock
• Ordering Parts
• Receiving Deliveries
• Returns
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Installation

• Daily Duties: Install Admin
• Job Folder Creation
• Job Folder Distribution
• Job Inspections
• Mobile Tech
• NTO - Notice to Owner

Safety

• COVID Protocol
• Hurricane Prep
• Injuries
• Toolbox Talks
• Vehicle Inspections

Human Resources

• AAADM Certification
• Company Vehicles
• Hiring Process
• Mentorship Program
• Positive Drug Test
• Return to Work & Light/Modified Duties
• Types of Drug Screening
• Vehicular Incidents

Payroll

• Pay Stubs
• Paychecks
• PTO & Sick Days

Sales

• Excel Figure Sheet
• Notice to Owner
• Payment Terms
• Schedule of Values

Supervisors

• Effective Supervision
• Packing Slips
• Project Management
• Reviewing Service Tickets

Job Descriptions

• Field Installation Manager
• Operations Manager
• Project Engineer

Video Library

• Orientation Videos
• Technical Videos

Important Information

• Contractor Licenses