On the job issues (Surveyor) - Revision history

Sam: /* Asked to stop surveying and leave the premises */

2024-02-12T17:15:33Z

Asked to stop surveying and leave the premises

2024-02-12T17:12:40Z

Client asks for survey reschedule

2024-02-12T17:12:28Z

Client doesn't want lot marked with paint

2024-02-12T17:12:13Z

Client wants to know pricing

2024-02-12T17:02:21Z

Client doesn't want lot marked with paint

2024-02-12T16:59:55Z

Client asks for survey reschedule

2024-02-12T16:31:46Z

Change the order of the Surveys

2024-02-12T16:30:52Z

Survey area too busy to complete the survey

2024-02-12T16:25:57Z

Large number of repairs needed and not able to finish the survey

2024-02-12T16:17:34Z

Survey area too busy to complete the survey

@@ Line 173: / Line 173: @@
 '''Respond:'''
-Report to Operations and wait for confirmation before leaving the site. Operations should make a note of the person (client) who made the request to stop the survey. Operations will check with Sales and the Client before canceling the survey and informing the surveyor.
+Any time the surveyor has a direct contact with the client for any reason, the detailed interaction should be documented in the Notes Section.
 '''Make a note:'''

@@ Line 139: / Line 139: @@
 * Ask the Surveyor to put Operations on the phone with the same person on site.
-'''Respond:'''
+'''Respond:''' Any time the surveyor has a direct contact with the client for any reason, the detailed interaction should be documented in the Notes Section.
 The surveyor should try and complete the survey. The surveyor should respectfully inform the client of their purpose (doing the survey) and ask if
 *The surveyor can unobtrusively cover other areas of damage in the meantime

← Older revision		Revision as of 17:12, 12 February 2024
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	'''Respond:'''		'''Respond:'''
		+	Any time the surveyor has a direct contact with the client for any reason, the detailed interaction should be documented in the Notes Section.
		+
	Operations can advise the surveyor to use chalk instead of paint and to make sure the chalk markings are CLEAR and LEGIBLE in the pictures. In the rare instance that chalk is used to mark the repairs, the surveyor should provide EXTREMELY detailed and complete notes in the App regarding the location and extent of damage so that the technicians know what exactly needs to be repaired.		Operations can advise the surveyor to use chalk instead of paint and to make sure the chalk markings are CLEAR and LEGIBLE in the pictures. In the rare instance that chalk is used to mark the repairs, the surveyor should provide EXTREMELY detailed and complete notes in the App regarding the location and extent of damage so that the technicians know what exactly needs to be repaired.

@@ Line 159: / Line 159: @@
 ===Client wants to know pricing===
 '''Respond:'''
-Surveyors can inform Sales about this request and let the client know that Sales will be in touch with them about pricing shortly after the survey has been completed.
+Any time the surveyor has a direct contact with the client for any reason, the detailed interaction should be documented in the Notes Section.
+Surveyors should document the client's request and let the client know that Sales will be in touch with them about pricing shortly after the survey has been completed. The surveyor can also inform the client that for 1 TR, the price will never be more than (Current TR Price).
 '''Make a note:'''
 N/A

@@ Line 152: / Line 152: @@
 '''Respond:'''
-Operations can advise the surveyor to use chalk instead of paint and to make sure the chalk markings are clear and legible in the pictures.
+Operations can advise the surveyor to use chalk instead of paint and to make sure the chalk markings are CLEAR and LEGIBLE in the pictures. In the rare instance that chalk is used to mark the repairs, the surveyor should provide EXTREMELY detailed and complete notes in the App regarding the location and extent of damage so that the technicians know what exactly needs to be repaired.
 '''Make a note:'''

@@ Line 136: / Line 136: @@
 ===Client asks for survey reschedule===
 '''Ask:'''
-* Who (Name,Title and phone number) asked the surveyor if they can reschedule the survey?
+* Who (Name, Title and phone number) asked the surveyor if they can reschedule the survey?
 * Ask the Surveyor to put Operations on the phone with the same person on site.
 '''Respond:'''
-Report to Operations. Operations should make a note of the person (client) who made the request to reschedule. Operations will check with Sales and the Client before asking the surveyors to either continue with the survey or reschedule.
+The surveyor should try and complete the survey. The surveyor should respectfully inform the client of their purpose (doing the survey) and ask if
 '''Make a note:'''

@@ Line 126: / Line 126: @@
 '''Respond:'''
-This should be okay if the survey is not a WWC or doesn’t affect the client and all the surveys are completed.
+This should acceptable as long as
 '''Make a note:'''

@@ Line 116: / Line 116: @@
 '''Respond:'''
-Operations should take the extra time to finish the survey. They can prioritize recording damage in areas such as the main drive lines, entrances and exits as they wait for traffic to move and clear up. At all times, they should be extra vigilant and prioritize their safety as they complete the survey, even if it takes longer.
+Operations should take the extra time to finish the survey. They can prioritize recording damage in areas such as the main drive lines, entrances and exits as they wait for traffic to move and clear up. At all times, they should be extra vigilant and prioritize their safety as they complete the survey, even if it takes longer. If any damage has been missed (such as a parked vehicle or a truck making a delivery and the surveyor cannot see under the vehicle), the surveyor should make a note of it in the Notes section and take a picture.
 '''Make a note:'''

@@ Line 92: / Line 92: @@
 '''Respond:'''
-Report to Operations and wait for Operations to analyze the situation and advise the surveyor on the next actions they should take.
+Surveyors should ALWAYS finish the survey and document ALL repairs (both in scope and out of scope). Surveyor guidelines state that:
 '''Make a note:'''