[GR Electric LLC]

. We have begun to take on service calls from larger companies with multiple locations.
I'd like to highlight the steps to a service call that way nothing gets missed such as the all important clean up or sign off of the invoice.
What would you say the steps are?

 

[jza]

Answer the phone
Send guy
Repair problem
Invoice client

I developed this method awhile ago and it took years of trial and error to get the formula just right. If you miss any of these steps you will likely not have a successful service call.

 

[NacBooster29]

Cross all t's and dot all i's .
Fix electical issue.
Have slip signed
Send invoice.
Collect payment.
Most large companies issue either a po# or a wo# to facilitate your trip.

 

[chicken steve]

Establish a singular entity to make decisions , and holds the purse strings to do so

~CS~

 

[Ultrafault]

Establish a singular entity to make decisions , and holds the purse strings to do so

~CS~

You mean a wife?

 

[480sparky]

.........Have slip signed..........

Don't know about you, but I don't wear slips.

 

[Magnettica]

Answer phone, schedule the work, do the work, invoice, and collect a check.

 

[NacBooster29]

Don't know about you, but I don't wear slips.

Crickets..........

 

[220/221]

Answer the phone
Send guy
Repair problem
COLLECT MONEY

I developed this method awhile ago and it took years of trial and error to get the formula just right. If you miss any of these steps you will likely not have a successful service call.

I fixed it for you. Whenever possible, while you are there, get the cash, check or credit card. It saves a LOT of handling time and effort and it stays out of the dreaded, non profitable receivable category.

Also, add look for upsell opportunities while you are there. Smokies, GFCI receps, dimmers

 

[Semi-Ret Electrician]

Cross all t's and dot all i's .
Fix electical issue.
Have slip signed
Send invoice.
Collect payment.
Most large companies issue either a po# or a wo# to facilitate your trip.

One other step for Larger companies:

Wait 45 to 60 days for your money

 

[BuzzKill]

Take pictures too, maybe, and don't forget the manager's sign in sheet and the signed "Everything was done to my satisfaction" sheet.

 

[EBFD6]

. We have begun to take on service calls from larger companies with multiple locations.

I fixed it for you. Whenever possible, while you are there, get the cash, check or credit card. It saves a LOT of handling time and effort and it stays out of the dreaded, non profitable receivable category.

Also, add look for upsell opportunities while you are there. Smokies, GFCI receps, dimmers

The OP is taking about commercial accounts. Getting paid on-site is very improbable. COD might work for residential service and maybe even some small commercial stuff but when you are dealing with commercial accounts with multiple locations, generally the accounting departments are off site at the corporate headquarters somewhere and invoices have to go through "the process". You are not getting paid cod for these jobs.

 

[Going_Commando]

Answer the phone
Send guy
Repair problem
Invoice client

I developed this method awhile ago and it took years of trial and error to get the formula just right. If you miss any of these steps you will likely not have a successful service call.

 

[zwodubber]

Take pictures too, maybe, and don't forget the manager's sign in sheet and the signed "Everything was done to my satisfaction" sheet.

Agreed, when getting work signed off for service calls we always show (in this case) the store manager the work and have them sign off 100% complete and to customer satisfaction.

 

[wildleg]

One other step for Larger companies:

Wait 45 to 180 days for your money

fixed it for ya

 

[brian john]

Answer the phone
Send guy
Repair problem
Invoice client

I developed this method awhile ago and it took years of trial and error to get the formula just right. If you miss any of these steps you will likely not have a successful service call.

Answer the phone
Invoice the client
If they still have a problem after paying
Send guy
Repair problem
Invoice the client again :whistling2::thumbup::laughing:

 

[Chris1971]

. We have begun to take on service calls from larger companies with multiple locations.
I'd like to highlight the steps to a service call that way nothing gets missed such as the all important clean up or sign off of the invoice.
What would you say the steps are?

Step One: Get in

Step Two: Get Out

Step Three: Get Paid

Fairly basic steps to doing a service call.

 

[chicken steve]

Larger companies have bean counters

What do bean counters like to do? They like to show the company they've saved a $$$ for them

They also have multi-level management most of who like to 'have their finger in the success pie' while maintaining plausible deniability for failure

One wouldn't think the need to further explain the implications to any aspiring EC seeking a relationship with such sorts

~CS~