Verifying – Rescheduling a “No Service”

If the Technician posted into the ticket and marked No Service, you will need to create a new service ticket:

1. Enter the client’s account number in search and hit enter.
2. From the account page, click the blue Order button in the Service Set Up Line (SSUL). This will recreate the ticket.
3. Click the small blue calendar icon next to the Work Date to reschedule using Best Fit.
4. In the pop up, enter PMP in the tech region. Enter a time frame of a week in the dates.
5. Click the gold Search button.
6. Select the closest technician. If no technicians are available or if the distance is greater than 3 miles (2 miles for Eugene and Salem areas) than you need to either:
   • Adjust the date parameters of Best Fit to allow for more flexibility or,
   • Schedule the make-up service manually.
7. Make the proper notes outlined below.
8. Click Save.

If the Technician did NOT post into the service ticket:

1. Enter the client’s account number and hit enter.
2. From the account page, select the open order for the service that was not performed.
3. Click the gold Edit button in the upper right corner.
4. Click the small blue calendar icon next to the Work Date to reschedule using Best Fit.
5. In the pop up, enter PMP in the tech region. Enter a time frame of a week in the dates.
6. Select the “Ignore Constraints on Order Being Scheduled.”
7. Click the gold Search button.
8. Select the closest technician. If no technicians are available or if the distance is greater than 3 miles (2 miles for Eugene and Salem areas) than you need to either:
9. Adjust the date parameters of Best Fit to allow for more flexibility or,
10. Schedule the make-up service manually.
11. Make the proper notes outlined below.
12. Click Save.

For accounts that are a courtesy call/text or are located in an outlying grid that should be rescheduled:

1. Recreate the service ticket.
2. Use best fit to find a suitable date with an appropriate time frame.
3. Make the proper notes outline below.
4. Save it.

For accounts that are not a courtesy call/text and are suitable to place in the make-up bin:

1. Recreate the service ticket.
2. Leave the original work date in place.
3. Remove the technician (leave blank).
4. Make the proper notes outline below.
5. Save it. Print it off and it in the makeup bin by the back door.

Notes for the Order Instructions for a “No Service” ticket – Courtesy call/text or outlying grid:

(original service date) NS, (reason). Rescheduled using best fit. (date/your initials)

Notes for the Order Instructions for a “No Service” ticket – Non courtesy call/text or in-town grid:

(original service date) NS, (reason). Printed and PMB. (date/initials)