Giving a time frame to a client
OF.150
Purpose
To provide guidance for CSRs when they are offering a time frame for arrival when corresponding with a client.
Safety and Health
n/a
Materials and Equipment
Computer and access to PestPac desktop
Procedure
- Work big to small when offering a time frame:
- First offer AM or PM. If that is not specific enough
- Then offer a 3 hour time window (8-11, 12-3, 2-5, etc). If that is not specific enough
- Then offer a set arrival time.
- Once the time frame is established and agreed upon, update the service ticket in PestPac.
- Time range
- Earliest/latest time*
- Ticket color (dark blue)
- And update the Order Instructions
*Set the latest time in PestPac to 30 minutes prior to the time given to the client. This will ensure that Route Op does not schedule the service call at the end of the time frame.
Example: Client was given a time frame of 8 – 11 am verbally over the phone. They have to leave afterwards for an appointment. Adjustments to the service ticket:
Time range: 8 – 11 am
Earliest: 8 am
Latest: 10:30 am
Color: dark blue
Order Instructions: Arrive 8 -11 am, client will be leaving afterwards for an appointment.
Created
August 22, 2022
Revised
August 22, 2022
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