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Office Duties Weekly Checklist From ___/___/___ to ___/___/___
Daily Tasks Mon Tue Wed Thu Fri
7am Take Mobile Phone off Call Divert.
Check Navman see all guys are at their first jobs, log
times on spreadsheet and email to Stew.
Check the Fax for Work Orders.
Read all Emails – checking for work orders.
Listen to voice messages, action as required.
Speak to plumber on after hours phone and the
plumber on call – take all details.
Print all work orders & online bookings filing one
copy in monthly folder.
Flag with tick when printed and move to Work Orders
folder.
Delete Spam mail – check for any work orders before
deleting.
Plan out the days schedule.
Update Andrew with GPs.
Update Office Manager on Days work.
Book in outstanding work orders.
Check Dr Drip Website, Plumber Bondi & Inner West
Enter Invoices & Estimates in ServiceCEO required.
Enter Reece Purchases into MYOB.
Check through the pending jobs and book jobs in if
possible, chase up with plumbers as needed.
Enter Plumbing Inspection data.
Enter Customer Surveys.
Process Banking as required.
Print handouts for the guys as required.
3pm END OF DAY CUTOFF - Prepare for next day
Change Server backup tape.
Check all addresses for first up jobs.
Send Navman first up jobs for DRIP2.
Send Navman first up jobs for DRIP3.
Send Navman first up jobs for DRIP4.
Send Navman first up jobs for DRIP5.
Send Navman first up jobs for DRIP6.
Send Navman first up jobs for DRIP7.
Send Navman first up jobs for DRIP8.
New Employee Assigned to Tradesman
Once work orders complete, place in specific
plumbers tray to match with their paperwork.
Email Andy with update on the day.