Updating SJ Sub-Statuses: Cinch Orders

Updating SJ Sub-Statuses: Cinch Orders

When Cinch is supplying parts, agents should be sure that the SJ Sub-Statuses are correctly updated based on the Part Line Status. Making sure these are updated correctly improves Sub-Status accuracy as well as helping to ensure any SMS communications being sent are being sent for the correct reason and have the correct information. If the SJ Sub-Status has not been updated, please update following the guidelines below.
ONLY Parts Sourcing, Authorizations, and Escalations Agents should be updating the Sub-Statuses.

Part Orders

Part Orders include any parts that are ordered by Cinch to complete a repair to a unit. These can be for our Service Providers as well as our National Accounts, ONLY if Cinch ordered the parts.

Service Providers

Set SJ Sub-Status to:
  1. Parts-Parts Ordered
    1. If order has been submitted, but not yet shipped
  2. Parts-Parts Shipped
    1. If order has shipped, but not yet delivered
  3. Pending Return Visit Appointment
    1. If order has been delivered
  4. Return Visit Scheduled
    1. If order has been delivered and return visit has already been scheduled
  5. Job Complete
    1. If order has been delivered and repair is completed

National Accounts (Parts Procurement)

Set SJ Sub Status to:
  1. Parts-Parts Ordered
    1. If order has been submitted, but not yet shipped
  2. Parts-Parts Shipped
    1. If order has shipped, but not yet delivered
  3. Parts-Parts Received
    1. If order has been delivered

Replacement Orders

Replacement Orders include any replacement units that are ordered by Cinch to complete a repair/replacement. These can include HVAC Equipment, Water Heater Replacements, and Appliance Replacements.
If an HVAC job is approved for a “Repair” because we are only replacing one piece of the system (only the condensing unit, only the evaporator coil/air handler), the piece we are replacing is still considered a replacement order.

HVAC/Water Heater

Set SJ Sub-Status to:
  1. Parts-Parts Ordered
    1. If order has been submitted, but not yet shipped
  2. Parts-Parts Shipped
    1. If order has shipped, but not yet delivered
  3. Parts-Parts Received
    1. If order is ready for pick up, but not yet picked up
  4. Pending Return Visit Appointment
    1. If order has been delivered/picked up
  5. Return Visit Scheduled
    1. If order has been delivered/picked up and return visit has already been scheduled
  6. Job complete
    1. If order has been delivered/picked up and work is completed

Appliances

Set SJ Sub-Status to:
  1. Ordered
    1. If order has been submitted, but not yet shipped
  2. Shipped
    1. If order has shipped, but not yet delivered
  3. Parts-Parts Received
    1. If order has been delivered, but there is an issue or return needed
  4. Job Complete
    1. If order has been delivered

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