WEEKLY WORKFLOW OVERVIEW TEMPLATE
| Day | Focus |
|---|---|
| Monday | Service meeting, training, vehicle checks |
| Tuesday | Install deployment + service support + planning future success (service and install jobs) |
| Wednesday | Install deployment + service support + planning future success (service and install jobs) |
| Thursday | Install deployment + service support + training prep + planning future success |
| Friday | Install training/meeting, vehicle checks, warehouse material list/order + Monday prep/Prep Monday service meeting |
MONDAY WORKFLOW (SERVICE SYSTEMS DAY)
7 AM – 7:30 AM
- Review prior week reports
- Review unresolved issues
- Review callbacks and repeats
7 AM – 8:30 AM (Service Meeting)
- Technical training
- Safety review
- Performance coaching
- Weekly expectations
Vehicle Inspections (After Meeting)
- Cleanliness
- Fluids and fuel
- Tires
- Maintenance alerts
- Tool inventory
- PPE
All deficiencies corrected within 24 hours if possible.
Late Morning – Afternoon
- Support field technicians
- Review job documentation
- Review next-day installs
Rely on CSR’s to help where they can. Trey for install, Lili for reports, ect. (if you get behind)
TUESDAY – THURSDAY WORKFLOW (PRODUCTION DAYS)
7:00 AM – 8:00 AM (Install Deployment)
- Confirm crew attendance
- Review scope
- Answer questions
- Verify materials
- Confirm PPE and tools
8:00 AM – 9:00 AM (Service Start-Up)
- Review schedules
- Route optimization
- Address concerns
Midday
- Handle field issues
- Support warehouse (inventory, cleanliness, preparing)
- Support CSR when needed
Between Calls = Prep Time
- Stage next-day materials
- Verify inventory
- Review job files
- Prepare checklists
**THURSDAY (TRAINING & QUALITY REVIEW)** for Install meeting Friday
- Review problem jobs
- Identify trends
- Document errors
- Prepare Friday training
- Submit plan to GM (Keating)
FRIDAY WORKFLOW (INSTALL TRAINING + SERVICE PREP for Monday)
Morning
- Install meeting/training
- QA review
- Safety review
- Install Vehicle Re-Inspection
- Clean
- Restock
- Repair scheduling
Midday
- Inventory review of warehouse
- Order warehouse needs
- Job readiness review
Afternoon
- Finalize Monday training for Service
- Submit plan to GM (Keating)