Re: job coordinator/scheduler?

[Devin <youdontneedit@xxxxxxxxxxxxx>]

JW wrote:
> HI,
> We currently have our installers also act as project managers. It's nice
> because it gives them more control and keeps them in the loop with all
> facets of the project. They do their own scheduling and coordinate with
> sales reps, customers and sub-contractors. They have in-house support for
> some tasks but still have a lot on their plates.
>
> We're looking at assigning an in-house person to help with the
> scheduling/paperwork. How do most of you handle this? In theory, it would
> seem to help the installers work more efficiently - but I wonder if it
> doesn't often result in duplication of effort? The scheduler has to call the
> installer to verify and then the customer and then confirm to the installer,
> etc... does throwing another person in the mix streamline it - or make it
> more cumbersome? Would appreciate any experiences/ideas  you're willing to
> share to promote efficiency/productivity.
>
> Thanks!
>
>
The way we work our company is with a service manager/project manager.
She handles all the scheduling and dealing with customers. Once the
appointment is set by her its a go, unless the customer informs us
otherwise. She makes sure all the appropriate paper work is in order and
has the stock for the jobs. If we need to add calls etc... we just give
her a quick call and she lets us know when there is a slot. works fairly
well. not many glitches. Except at 4pm on a friday before a long weekend
when something needs to be fixed that broke on monday. BUT IT HAS TO BE
DONE BEFORE THE WEEKEND!! Love when customers do that.

If you set it up right, and only let the one person handle it. It will
work, But don't let multiple people do it. Get too many conflicts and
people start getting messed up and overwhelmed. nothing hurts worse than
double booking a tech, and messing all the calls up for the day.