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New Supervisor; need guidance

Liz_Isenburg
New Contributor III

Good morning, friends! 

I need some guidance. I have recently taken on the roll of Service Operations Supervisor and I need some help figuring out some "best practices" for a few things. 

I have CSRs who are in charge of AR follow up and scheduling Recurring Service Events ( HVAC Maintenances) and I have a few ways that I have been tracking the occurrence of the follow up that is being done in those areas. I am looking to see what methods other Supervisors are using to possibly help me smooth out my process. 

Any input would be greatly appreciated. 

 

Happy Friday!! 

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