Customer Service Order
Scheduling a Technician Mattress Inspection
Included in this article:
- Overview
- Schedule an In-Home Inspection for a Guests Mattress Procedure
1. Overview
There are times in which we are unable to identify or properly access a guests bedding concerns (mattress or foundation) via Eva or through our Virtual Technician process. When this occurs, we need to schedule an internal technician to inspect the product in person.
2. Schedule an In-Home Inspection for a Guests Mattress Procedure
Use this process when you are wanting to schedule an in-home inspection for a guests mattress defects:
1. In Storis, go to Enter a Service Order
2. Click on the Add icon to generate a Service Order number
3. Enter their Customer Code in the Customer Number field
4. Enter the Sales Order Number into the Original Order field (do not include asterisk & numbers)
5. Enter SCH in the Coordinator field
6. Click on the Merchandise tab
7. Click the box of the defective item in the Sales Order requiring service
8. Enter the problem code in the Problem field
§ MFG – Manufacture
§ PPP – Extended Warranty
§ TDG – TDG Caused Damage
9. Provide a detailed description of the defect in the Add Text field which includes
§ That the mattress is stain free (after confirming this with the guest)
§ The mattress is being supported by 5 cross slates and 1 center support leg (for all sizes of queen or greater, after we have confirmed this with the guest)
§ The defect of the mattress (compression, seam separation, etc.)
10. Click on the green checkmark once done
11. Enter SCH in the Service Status field
12. Enter NONE into the Technician field
13. Click Save
14. Click on the Labor tab
15. Select the line requiring service from the Service Line dropdown menu
16. Enter INSPECT into the Labor Product field
17. Enter 0.5 into the Time field
18. Press Save
19. Enter charges as per standard operating procedure
20. Press Save
21. Click on the Customer tab
22. Scroll to Service Date to view available technician dates
23. Select a date the guest agrees to
24. Change Status from Estimated to Scheduled in Status dropdown menu
25. Set Next Date to the day following the scheduled technician visit (Mon-Fri)
26. Ask the guest if there are any instructions for the technician. Enter these in the ‘Instructions’ field which is in the Customer tab
27. Click on Actions > Audit Comments Log, > Update Comments. Add your notes:
STC – BOOKED TECH FOR (DATE)
CONFIRMED SVC ADDRESS
ADVISED CANCEL POLICY
20. Press Save
21. Press Exit
22. Press Save twice