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Inspectors and Service Techs
Inspectors and Service Techs
- Looks at schedule on inspect point the day before
- Ensure all tools and parts needed for the next day are prepared and ready
- Use inspect point to indicate when they are on their way to an appointment and check in / check out .
- Make notes while at the job site performing inspections or work orders. Do not wait till the next day.
- Communicate daily with the Service Coordinator.
- Alert Service Coordinator when there are any scheduling problems
- Only leave a job incomplete if the Service Coordinator and Customer have been communicated with.
- Include all deficiencies in inspection form or notes in inspect point.
- Alert management when you may be approaching overtime.
- Follow the route that is in Inspectpoint. If any changes to the route need to be made, alert the service coordinator immediately.
- Ensure safety of all cargo and tools by fastening and containing these items.
- Alert the Service Coordinator if the customer is a no show. Wait at the job site until the Service Coordinator says it is okay to leave.
Service Coordinators
Service Coordinators
- Looks at schedule on inspect point every morning and every afternoon
- Confirm appointments via text, phone and email
- Ensure proposals are accepted before scheduling
- Check to see if any proposals were accepted from previous days and schedule work orders or inspections for the Accepted proposals.
- Ensure all tools and parts needed for the next day are ordered and ready for the technicians.
- Check notes in inspectpoint after each job has been completed.
- Communicate daily with the Inspectors and Service Techs.
- Reschedule no show calls and other appointments
- Create Proposals for deficiencies.
- Run "Card on file" after confirming the work has been completed.
- Submit inspection reports to Compliance Engine or other jurisdictions as needed only after payment is received.
- Alert management when you may be approaching overtime.
- Alert Collections when you cannot get payment from a customer for more than a week. Exception: unless it's a 30 day net customer.
- Use the pricing list provided - Only give discounts if management approves.
- Check with shop for inventory at the end of the week.
- Process phone call leads with - Set up in inspectpoint, proposal and acceptance of proposal then scheduling.
- At the end of the day, check the schedule for the next day and ensure we have the parts and supplies needed to serve our customers for that day.
- At the end of the day ensure no one is over scheduled. Check the route for efficiency.
Estimators
Estimator Fire Alarm Construction
- All Fire Alarm construction Estimates are to be entered into Inspectpoint with the exception of Planhub or construct connect estimates.
- Proposals or Estimates are to include details such as parts, panels, wire and labor as well as permitting.
- Payment terms are to be clearly defined.
- Use templated exclusions that are in inspectpoint.
- Always exclude conduit.
- When bidding on Jobs that are more than an hour from Houston, check with management and the installation lead to ensure this will work.
- Attend meetings to explain the proposal to the potential client.
- Always try to make every customer a repeat customer.
Estimator Fire Sprinkler Add & Relocate
- All Fire Sprinkler Add and Relocate Estimates are to be entered into Inspectpoint with the exception of Planhub or construct connect estimates.
- Proposals or Estimates are to include details such as parts, and labor as well as permitting.
- Payment terms are to be clearly defined.
- Use templated exclusions that are in inspectpoint.
- Always exclude Fire Alarm, Fire Extinguisher, Backflow and FireLine.
- When bidding on Jobs that are more than an hour from Houston, check with management and the installation lead to ensure this will work.
- Attend meetings to explain the proposal to the potential client.
- Always try to make every customer a repeat customer.
- Goal: to send out 60 Proposals per calendar month and win 10 jobs.
Estimator Fire Sprinkler New Construction
- All Fire Sprinkler Construction Estimates are to be entered into Inspectpoint with the exception of Planhub or construct connect estimates.
- Proposals or Estimates are to include details such as parts, and labor as well as permitting.
- Payment terms are to be clearly defined.
- Use templated exclusions that are in inspectpoint.
- Always exclude Fire Alarm, Fire Extinguisher, Backflow and Fireline.
- When bidding on Jobs that are more than an hour from Houston, check with management and the installation lead to ensure this will work.
- Attend meetings to explain the proposal to the potential client.
- Always try to make every customer a repeat customer.
RMEG and RMEI
RME-G
- Site Walks for new construction jobs that have been sold.
- Design of Fire sprinkler systems after a job is sold.
- Submission of Fire Sprinkler designs for permitting.
- Communication with the customer, Fire Marshal and Fire Code review team.
- Update Customer weekly about progress of design and permitting.
- Order supplies such as pipe and sprinkler heads for fire sprinkler and Underground fire line jobs once permit is awarded.
- Communicate with coordinator when an invoice needs to be sent out for percentage of job completed.
- Attend Hydro and Final inspections.
- Communicate with Fire Sprinkler Field Manager.
RME-I
- Inspections of Fire Sprinkler Systems
- Complete Inspection forms in Inspectpoint while on job site.
- Complete deficiency report while on job site.
- Communicate with Service Coordinator to create a proposal for any additional work.
- Be Honest about deficiencies.
- Charge for any site visit unless approved by management.
- Perform repairs and direct team to help with any repairs.
- Keep license current.
- Ensure all parts and tools needed for the day are on the truck before the day begins.
- Attend meetings with customers to describe deficiencies and solutions.
- Attend appointments on inspectpoint as they are listed.
- Alert Service Coordinator if the schedule needs to change.
- In the case of a no show, email , text and call the customer. Alert the service coordinator and stay on the job site until advised to leave.
- Use Standard pricing from the price sheet unless approved by management.
FAL Fire Alarm Inspectors, Installers & Service Techs
Fire Alarm Inspector
- Inspections of Fire Alarm Systems
- Complete Inspection forms while on job site in Inspectpoint.
- Ensure there are 2 people on site when there are more than 6 devices.
- Complete deficiency report while on job site.
- Communicate with Service Coordinator to create a proposal for any additional work.
- Be Honest about deficiencies.
- Charge for any site visit unless approved by management.
- Perform repairs and direct team to help with any repairs.
- Keep license current.
- Ensure all parts and tools needed for the day are on the truck before the day begins.
- Attend meetings with customers to describe deficiencies and solutions.
- Attend appointments on inspectpoint as they are listed.
- Alert Service Coordinator if the schedule needs to change.
- In the case of a no show, email , text and call the customer. Alert the service coordinator and stay on the job site until advised to leave.
- Use Standard pricing from the price sheet unless approved by management.
Fire Alarm Installer
- Inspection of Fire alarm Systems
- Printing of Approved Plans and Permitting.
- Ordering of parts. Forwarding the parts invoice to accounting.
- Communicate with customers and Fire alarm Coordinator during installation.
- Communicate any additional work to the customer and Fire Alarm coordinator.
- Be Honest about deficiencies.
- Communicate expected completion date.
- Post permit on wall at site.
- Attend final inspection.
- Focus on making the customer or GC a repeat customer.
- Always alert the fire alarm coordinator when more wire, backboxes, or any supplies are needed.
- Always check the warehouse for parts.
Fire Extinguisher, Kitchen and Paint Booth Inspectors/Instal
Fire Extinguisher Inspector
- Inspections of Fire Extinguishers
- Complete Inspection forms while on job site in Inspectpoint.
- Alert Service Coordinator when you are down to 200 tags.
- Complete deficiency report while on job site.
- Communicate with Service Coordinator to create a proposal for any additional work.
- Ensure all fire extinguishers on your vehicle are secure so they do not "pop off"
- Be Honest about deficiencies.
- Charge for any site visit unless approved by management.
- Perform repairs and work with the shop to help with repairs, recharges and 6 year services.
- Keep license current.
- Ensure all parts and tools needed for the day are on the truck before the day begins.
- Attend meetings with customers to describe deficiencies and solutions.
- Attend appointments on inspectpoint as they are listed.
- Alert Service Coordinator if the schedule needs to change.
- In the case of a no show, email , text and call the customer. Alert the service coordinator and stay on the job site until advised to leave.
- Use Standard pricing from the price sheet unless approved by management.
- Alert Management if you are going into overtime.
Kitchen Suppression Inspector
- Inspections of Kitchen fire Suppression Systems and Extinguishers
- Complete Inspection forms while on job site in Inspectpoint.
- Alert Service Coordinator when you are down to 200 inspection tags.
- Always tag the system honestly. Communicate with the customer verbally to allow them the chance to fix any issues on the spot.
- Complete deficiency report while on job site.
- Communicate with Service Coordinator to create a proposal for any additional work.
- Provide Service Coordinator a complete list of parts needed for any repairs so they may create the proposal and order the parts.
- Ensure all fire suppression and extinguishers on your vehicle are secure so they do not "pop off"
- Be Honest about deficiencies.
- Charge for any site visit unless approved by management.
- Perform repairs and work with the shop to help with repairs, recharges and 6 year services.
- Keep license current.
- Ensure all parts and tools needed for the day are on the truck before the day begins.
- Attend meetings with customers to describe deficiencies and solutions.
- Attend appointments on inspectpoint as they are listed.
- Alert Service Coordinator if the schedule needs to change.
- In the case of a no show, email , text and call the customer. Alert the service coordinator and stay on the job site until advised to leave.
- Use Standard pricing from the price sheet unless approved by management.
- Alert Management if you are going into overtime.
Backflow Inspectors, Installers and Service Techs
Backflow Inspector
- Inspections of Backflow Systems
- Complete Inspection forms and upload into Inspectpoint within 48 hours.
- Ensure there are 2 people on site when the Backflow is underground.
- Complete deficiency report while on job site.
- Communicate with Service Coordinator to create a proposal for any additional work.
- Be Honest about deficiencies.
- Charge for any site visit unless approved by management.
- Perform repairs and direct team to help with any repairs.
- Keep license current.
- Ensure all parts and tools needed for the day are on the truck before the day begins.
- Attend meetings with customers to describe deficiencies and solutions.
- Attend appointments on inspectpoint as they are listed.
- Alert Service Coordinator if the schedule needs to change.
- In the case of a no show, email , text and call the customer. Alert the service coordinator and stay on the job site until advised to leave.
- Use Standard pricing from the price sheet unless approved by management.