Skip to content
Menu
Office Home
Call Tracker
Calendar Administration
Online Forms
Plumbline Dispute Form
Contact and Email Service Request Tracking
Request Time Off
Plumber Issue Form
Review Tracking
Emergency Contact Information
Vehicle Information & Service Record
Employee Referral
Script, Objections, and Call Handling
3 Office / Script, Objections, and Call Handling
Office Resources ↓
How To
How To Track $25 Camera Promotion
How To Take Payments
Local Service Ads Messaging
Quote Converting
How to Fill Cancellations and Openings: Step-by-Step Guide
How To: CHIIRP
3 Office / Jobber and Scheduling
3 Office / Phones and Sonar
3 Office / Plumbers and Service Area
Contact Info (For Office)
Office FAQ’s
Benefits Package
Service Area
Booking Bonus
FAQs and Tips
Other
Plumbing Resources
Management
Absence Form
Refund Form
Traffic Violation Tracker
Plumber Issue Report
Changing Queues
Call Listening Form
Sub Onboarding Info
Call Tracker
Call Tracker
Time and day is when the call took place – not the time of the appointment.
Name of Dispatcher
<Select Yourself>
Daniel
Kelly Adams
Kelly Burke
Krista Mifflin
Natalie Thomson
Sarah T
Sydney Reynolds
Victoria Holland
Wes Davis
Caller Phone Number
John The Plumber or EP
<Select>
John The Plumber
EP
Fast Plumber
Day of Week
<Select>
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Time of Day
<Select>
Morning (12AM-12PM)
Afternoon (12PM-4PM)
Evening (4PM-12AM)
Service Area
<Select>
Ottawa Team
Kingston Team
Toronto Team
Mississauga Team
Burlington Team
Hamilton Team
St Catharines Team
Other (specify in note)
Call Type
<Select>
Needs A Plumber
Revisit / Warranty
Transfer to Kelly
Transfer to someone else
Spam / Marketing
Application / Job
Plumber ETA / Where Is He?
Payment
Appointment Cancellation
Response To Collections
Quote Booking / Question
Job Info (E.g. Has My Part Arrived?)
Can You Have My Plumber Call Me?
Gas / Hot Water (Transfer to Debbie)
Send Invoice
Reschedule Appointment
Complaint
Other
Booked or Not Booked? (Needs a Plumber)
<Select>
Booked - New Customer
Booked - Returning Customer
Not Booked - New Customer
Not Booked - Returning Customer
Not Booked - Not Applicable
Reason For Not Booked (If Applicable)
<Select>
Assessment or Quote Fee (Transfer to Kelly)
Wants Immediate Service (Transfer to Kelly)
Wants Price Over Phone (Transfer to Kelly)
Needs Evening Availability
Outside Service Area (Please specify in note)
Other (Specify in Note
Reason For Cancellation (If Applicable)
<Select>
Late Plumber
Found Someone Sooner
Got A Price Over Phone From Competitor
Issue Resolved Before Appointment
Other (Please specify in note)
Is the customer responding to a promotion?
$79 Camera Inspection
Backwater Valve Promotion
Note
Send