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      Pro Onboarding: Mock Work Order Creations

      Posted by Jack on Mar 7, 2021 9:01:39 AM
      Jack

       

      Pro Onboarding:

       

      One of the key elements of onboarding a Pro is ensuring that they understand the App proficiently in order to read and understand work orders so no details get missed. In an effort to help the team successfully onboard Pros, we have created a tool that will create mock work orders in the system assigned to a selected Pro that are un-billable and un-payable - just for demonstration purposes.

       

      Link: https://vuejscrmapp.z13.web.core.windows.net/ 

      *Bookmark this link for easy access*
       
      How to use:
       
      • Environment: This will always default to Production
      • Market: Select the Market that you are in
      • Skillset: Select the skillset of the Pro that you are onboarding/assigning mock work orders to
       
      Once you select Market, the system will look for Professionals in that market with that skillset:
      • Professional: select the professional
      • Date of Work: Select the data that you'll be onboarding the Pro to see the work assigned on that day.
      • Submit.

       

      What appears in each skillset work order:

      Skillset

      Product

      Note

      Amount Needed or Other Characteristics

      Paint

      Standard Paint

       

       

      Paint

      Accent Walls

      Accent walls, walls marked with Post-It notes

      Amount = 2

      Paint

      Ceilings

      Paint ceilings in master bedroom

      Single Room

      Cleaning

      Standard Cleaning

       

       

      Cleaning

      Extra Dirty Clean

      Excessive stains and mess in kitchen

       

      Resurface

      Counter Repair

      Send Pictures to Operations

       

      Repair

      Standard Texture Repair

      2x2 dt Popcorn Repair, Send Pictures to Ops to Confirm Size

       

      Repair

      Standard Sheetrock

      Two repairs in kitchen

      Amount = 2

      Carpet Clean

      Standard Carpet Clean

       

       

      Carpet Clean

      Pet Treatment

       

       

      Carpet Clean

      Small Patch

      Patch in Guest Bedroom Closet

      Amount = 2

      Maintenance

      Standard Punch

       

       

      Maintenance

      Fridge Installation

      Please replace fridge in kitchen