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Electrical Service Changes → Electrical Service Changes Standard Operating Procedures

*ESC SOP's 09 - Scheduling ESC's


Description
In this course, we will walk through the standard process of scheduling electrical work. This could be in-house or contracted, we will generally follow the same process with a few differences.
Content
  • Scheduling ESC's Overview
  • Approval to Schedule
  • Pre-Approval to Schedule
  • Checking the Gantt (In-House)
  • Scheduling a TDR
  • Approval to Schedule (Contractor)
  • Customer Scheduling Confirmation
  • Create an ESC Service Appointment
  • Sending the Scheduling Email
  • Update Salesforce & Leave a Project Note
Completion rules
  • All units must be completed
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