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System Set-Up - Coggle Diagram
System Set-Up
Process Street
job ticket
kaity working on it
Inspection: Klay add estimate creation example video
Contact Notes section zap to highlevel
Pull notes from there to push to inspection and service
Client discovery questions
more detailed tags for more targeted campaigns
incident/safety
supply ordering
first step what supply do you need and how many do you need
second step send email requesting more supplies create multiple emails with prefilled to and subject lines to be Fibra Reorder and autofill the body to pull the items we need and how many we are requesting as well as product ID
service request
Equipment list for Repairs
Repair Vendors
scheduled time off
klay working on
waiting to see what we can do about notifying missy/ updating quickbooks
zaps done and document completed by a simple email to missy to notify her- could look into a zap with quickbooks though
facility checklist
scheduled checklist for each day for each facility
add option to send email if they need to communicate with their facility
Fibra improvement
step for employee to enter what they think could be better
step for ben to look over improvement idea and then send the idea to necessary implementer
step for the implementer to complete the idea then report that it was completed to ben and the checklist creator
new hire
fibra fundamentals
dynamic scheduled checklist as to when you should complete each book to stay on track for raise
open ended questions about each book
send email to fibra rep about needing next book credit
facility communication forms
wayne monthly maintenance
create group entitled maintenance and add wayne to the group then assign the document to the maintence group
separate each month and schedule them according to hcp schedule
add more descriptions
recruitment process: indeed ad process
how to set up indeed ad
email template for applicants
facility qc inspection checklist
recurring floorcare accounts (eastwood, camping world, med center)
scheduled according to google calendar
attach floorplan with a prepare for job step including a load list due 30 min before job
send on my way text
then go into actual job steps
document change/update request
meeting process
goody bags supply request checklist
monthly safety audit
van mileage and truck mount hours
accelerate
trigger for text if voicemail left
Setup phone numbers
Change calendly event bookings in funnels
Funnel offers updates
Start email drip campaign
DNS Management
recreate the email template in S100 into accelerate
Google Workspace
recreate equipment and cleaning supply pages in google docs
spotting procedures
recreate the customer service procedure and training folders
recreate the disinfection education and procedures
Calendly
write reminder emails for each event type
create event types for technicians
PandaDoc
LVT packages