Client Service
What should my availability be for my clients?
What are the urgency levels of service requests?
What are Service Level Agreements (SLAs) with our clients?
What happens if a client is located in another technicians territory?
How do clients set up an account?
How do clients pay for service?
How do clients request service?
What response does a client get when they submit a request?
Parts processes
When do I keep a job open and when do I close it out?
How do I order parts I need for a job?
What if the part I need is not in SM8?
What do I do if the part needed is only available through a dealer?
How can I check the status of part requests?
When parts arrive at my home or pick up site, what do I do?
What is the next step after I have received my parts?
Can I have parts directly shipped to my clients?
Repairs out of the office
What do I do if I can't repair an item in an office?
How do I complete and bill a handpiece repair?
How do I have an outside repair company perform a repair?
How do I handle a bench repair?
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Repairs out of the office
What do I do if I can't repair an item in an office?
How do I complete and bill a handpiece repair?
How do I have an outside repair company perform a repair?
How do I handle a bench repair?
​
Repairs out of the office
What do I do if I can't repair an item in an office?
How do I complete and bill a handpiece repair?
How do I have an outside repair company perform a repair?
How do I handle a bench repair?
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