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Service

Action Request
Box Sale w/o Service Ticket Created
Box Sale with Service Ticket Created
Closing Service Tickets
Daily Duties: Service Admin
Daily Duties: Service Tech
Daily Manager Ticket Review
Daily Safety Checks
Daily Schedule
Emergency Service
Mobile Tech
Open Ticket Audit
Opening a Service Ticket
Purchase Orders
Repair Estimates
Requesting Parts
Service Call Procedures
Service Rates
Storage of Vehicle
Tech Time Report
Time Keeping
Updating Site Equipment List in SME

Billing

A/R Collections
A/R Depositing SOP-All Types
Billing For Deposit
Billing For Final Payments
Billing for Progress Payments
Box Sale w/o Service Ticket Created
Box Sale with Service Ticket Created
Check Deposits
Create Payment Application
Daily Duties: Billing
GSA Box Sales
Invoicing Equipment Only for Install Projects
Job Costing
Lien Request Forms from Contractors
Maintenance Agreements
Online Banking Deposits
Portal Upload
Processing Credit Card Payments Made by Email
Processing Credit Card Payments Made by Phone
Processing Credit Card Payments Made in Person
Storage Lot Invoices
Warranty Letters
Weld Shop Box Sales

Procurement

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

Installation

Daily Duties: Install Admin
Daily Safety Checks
Inclement Weather Protocol
Install Positions
Job Folder Creation
Job Folder Distribution
Job Inspections
Mobile Tech
NTO - Notice to Owner
Pre-Job Briefings
Project Milestones
Quality Control
Updating Site Equipment List in SME

Safety

Hurricane Prep
Injuries
Toolbox Talks
Vehicle Inspections
Vehicular Incidents

Human Resources

AAADM Certification
Company Vehicles
Hiring Process
Mentorship Program
Positive Drug Test
Return to Work & Light/Modified Duties
Take-Home Vehicles
Termination of Branch Office Staff with Facility Access Credentials
Types of Drug Screening
Vehicular Incidents

Payroll

Pay Stubs
Paychecks
PTO & Sick Days

Sales

Basic Sales Procedures
Excel Figure Sheet
GSA Sales
Notice to Owner
Payment Terms
Pre-Job Briefings
Schedule of Values
Submitting Job Folders

Supervisors

Effective Supervision
Packing Slips
Project Management
Reviewing Service Tickets
Take-Home Vehicles
Termination of Branch Office Staff with Facility Access Credentials

Job Descriptions

Field Installation Manager
Operations Manager
Project Engineer
Service Manager

Video Library

Orientation Videos
Technical Videos

Important Information

Contractor Licenses
Manuals

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GSA Box Sales
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Newest Articles

Take-Home Vehicles
Termination of Branch Office Staff with Facility Access Credentials
Basic Sales Procedures
Quality Control
Project Milestones

Recently Updated Articles

Daily Duties: Install Admin
Submitting Job Folders
Service Rates
Hiring Process
Take-Home Vehicles

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