Instructions:
For Name on the Account:
- “What is the name on the account?”
- Or, “what is the address on the account?”
For Delivery Requested:
- Anything before Wednesday can be delivered “Sometime this week” unless Bob/Dave inform differently
- Anything after Wednesday can be delivered “Sometime next week” unless Bob/Dave inform differently
- If the customer needs a sooner delivery time tell them you have them penciled in for “this week/next week” but Bob/Dave will call you to discuss delivery time. Always get their phone number (do not rely on the phone number on the account)
COD Accounts:
- If paying by phone, figure out the bill and charge card. Write “Already paid with CC” in payment notes
- If paying driver, inform them they are on the schedule but Bob/Dave will call back to set a day and time frame for delivery