Office Daily Task List Page 2

SYS_CSR_23: Send customer service notifications, reminders, and welcome emails - AT CLOSE OF BUSINESS

SYS_CSR_86 - Import Customer Database into Back Office

SYS_CSR_112: Import service setups database into Back Office - AT CLOSE OF BUSINESS

SYS_CSR_113: Export invoices and service history

SYS_CSR_129: Export lost leads

SYS_CSR_114 - Export Payment Register

SYS_CSR_120: Export Service Orders to Mobile Devices

SYS_CSR_35: Set HVAC to 76 degrees in summer / Turn heater off in winter

SYS_CSR_36: Ensure back door is locked

PRODUCTION SCHEDULE REVIEW

SYS_CSR_37: Log Out of Phone System

SYS_CSR_101: Email Checklist to Collaborators

SYS_CSR_21: Punch Out

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Parent category: Business