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Entering A Service Report
In order to enter a Service Report, the Service Job Status must be in Accepted status. In some cases, the Service Job Status may show as New. If this happens, the Authorization Agent will need to advise the Service Professional to change the status ...
CL Autho Task
After a CL Autho Task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Authorizations Support team . 1. On the ZOHO toolbar, click the expand button, and select Kanban Task ...
Complete A Service Job
A completed Service Job is considered finalized. The Service Provider has accepted, worked, and completed it. It is expected that the Service Provider does not have any further work to do for the customer or job. Manual completion of a Service Job ...
Autho Job Follow up
After a Autho Job Follow Up task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Authorizations Support team . 1. On the ZOHO toolbar, click the expand button, and select ...
Authorization Process
CTI Verification Verify the Service Professional and Customer information using the CTI pop-up: CTI pops with ALL job information. View Scripting CTI pops with only SP Account Number. View Scripting CTI pops with a Sears assigned job. View Scripting ...