Tech requests for a xfer vendor

Tech requests for a xfer vendor

1. Validate

Document: Tech Called In  TT Oliver (sec) w/ Efficiency Air called to req to xfer the wo a new vendor since the they can't serv the brand. Md sec awr will process xfer vendor. sec ok.

1. Ask APPROVAL from TM
2. Click Transfer Vendor

Select Transfer Type: Tech Unavailable Add Transfer Reason: appt o/s g/l HAS THE VENDOR BEEN TO THE HOME?

• If Yes, verify if the original cant continue then proceed with step 4
• If No, proceed to step 4

1. Contact Person
2. Call the first preferred vendor

Vendor accepts, assign proceed with step 7 Vendor declines, in queue (follow dispatch procedure - in queue) Vendor vm, in queue (follow dispatch procedure - in queue)

1. Advise tech that xfer was succesful.
2. Call Mbr Give new contr details and wo expectations.
3. Document:  Called Technician TT Dispatcher LISA W/ UKON advised that they can cater the wo within g/l. Md her awr will assign. Contr ok.

Called Customer TT David Helm (BUYER) md him awr that wo has been assigned to UKON, provided contr Dispatch #452238417, ph #3232757328. Advised to keep their lines open as the vendor will call them to set up appt up until the next business days and the following business day to initiate the serv. Mbr ok. (Appr