Page 296 - Tech handbook 2019 rev 6 whyperlinks
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CLOSED QUOTE NOT NEEDED PSSR to forward to another department – sent to parts, APMC, etc. and log in the timeline what was done and REASON quote is not needed and change status on recommendation. Service Manager opens a WO for the approved work and complete a parts request for the work to be done from list provided in quote approved recommendation. TURN AROUND GOAL IS XXXX Repair is scheduled and completed.
QUOTE PROCESSED PSSR to prepare quote for parts, parts and labor, etc. and send quote to customer or Contract Manager ‐ include any pictures in the recommendation. Copy the Service Manager and the Contract Manager if a contract customer. Update recommendation Status to Quote processed and all other fields, add notes to timeline a copy of the quote. Also all parts required needs to be updated with final parts list. Enter any follow up notes into timeline until approval or rejection is received. TURN AROUND GOAL IS 5 DAYS MAX
needs to be forwarded to another department
PSSR decides if this should be quoted or if it
Customer APPROVAL or REJECTION
CLOSED ‐ QUOTE APPROVED PSSS obtains approval of quote from the customer or Contract Manager (Gold’s) and changes status to Approved. Approval to proceed with recommended repairs or PO is obtained and formal acceptance sent by PSSR all parts required fields are confirmed to be acurate and complete. All documentation and corresponding notes are added to the added to recommendation timeline. TURN AROUND GOAL IS XXXX
the Recommendation Queue at Product Support Salesman review least daily. QUOTING PROCESS BEGINS
QUOTE IN PROGRESS As soon as the recommendation is reviewed and a quote is needed PSSR is to change the status on the Recommendation to Quote In Progress and change the owner to their name. Add any notes to the timeline requiring what steps are being taken to expedite quote.
Technician Recommendation comes in auto‐matically from the tech rec on the WO Recommendation comes in from the office. CLOSED ‐ QUOTE REJECTION PSSR obtains rejection of quote form the customer ‐ All documentation including reason for rejection gets added to recommendation timeline and ROUND GOAL IS XXXX
