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roles:customer_service_representative [2022/09/14 10:42] – [Daily Tasks] natesroles:customer_service_representative [Unknown date] (current) – removed - external edit (Unknown date) 127.0.0.1
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-====== Customer Service Representative ====== 
- 
-===== Daily Tasks ===== 
- 
-  - [[:sop:guides:call_taking|Call Taking]] 
-  - Check Voicemail 
-  - Check Email 
-  - Enter Parts Receipts from CEPM 
-  - Process Invoices/Payments 
-  - Process Bids 
-  - [[:sop:guides:agreements#scheduling_inspections|Schedule A-1 Annual Inspections (when possible)]] 
-  - [[:sop:guides:processing_deposits|Process Deposits]] 
-  - [[:sop:guides:uploading_to_youtube|Uploading Videos to Youtube]] 
- 
-===== Weekly Tasks ===== 
- 
-  - **Monday's** 
-      - NA 
-  - **Tuesday's** 
-      - [[:sop:guides:happy_calls|Happy Calls]] 
-      - [[:sop:guides:dme_reports|DME Reports]] 
-  - **Wednesday's** 
-      - NA 
-  - **Thursday's** 
-      - NA 
-  - **Friday's** 
-      - NA 
- 
-===== Yearly Tasks ===== 
- 
-  * [[:sop:guides:managing_backflows|Managing Backflows]] 
-