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CSR Training
The Type Of Customers We Have
Customers With Unpaid Invoices/Do Not Service (4:11)
Morning Duties
Checking Missed Calls/Voicemails (2:27)
Morning Duties/Checking Emails (12:14)
Rescheduling Text Messages (3:05)
Checking Web Entries (2:05)
Yelp Lead Time/Scheduling From Yelp (5:12)
Everything To Do With Appointments
Inputting Customers/Calendly/Dispatching (21:25)
Timesheets/Completing Jobs (15:22)
Completing Residential Install (10:28)
Commercial Install: Timesheets + Sending Invoice (7:26)
First Light Property Locations (3:30)
Canceling Appointments (1:16)
Creating Leads (2:03)
Adding Funds To Invoices
Checks & Cash (6:16)
Example 1: $100 Check (File Away)
Example 2: $1,100. Check (File Away)
Taking Card Payment
Batching Invoices (1:37)
Installation: Maintenance Agreements & Equipment
How To Get To Equipment/Maintenance Section (2:13)
Inputting Serial/Model Numbers & Yearly Maintenance (10:41)
Commercial Maintenance
Filling Out Maintenance Agreement + Sending (4:17)
Teach online with
Example 1: $100 Check (File Away)
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