Today I will be continuing to put my learning into practice as I am carrying on focusing on creating invoices and getting them sent over.
Richard gave me two different lists of all the jobs that were carried out in December and January.
I had completed all invoices for December yesterday but the process did not take as long as many of Decembers had been created and sent over, which also meant that they had already got an account on ‘Xero’.
I sent out all invoices from this month as well as created all their accounts on ‘Xero’ which meant that most of them were new customers.
There was also other documents that many customers required that they had missed place such as their service report and certificate, meaning it was my role to locate them and re-send them over.
I had generally daily duties to complete and various enquiries to deal with such as emergency appointments which needed to be finished by taking their card details against their booking.
Since starting work for Boiler Servicing 24-7, I have faced a couple of calls were customers are reluctant to give card details against their booking over the phone, which I totally understand, but without me processing their card details against their booking then their appointment will not be put through.
This shows how useful it is that we do offer our online booking system so for people that are understandably uncomfortable to give out their card details.
This afternoon I have created an event on Eventbrite which is the website we use to create and promote our events that we hold. But I have created an event page on behalf of one of our members to help promote a networking breakfast that they will be holding.
I have included the basic information that he shared with me as well as images but it will be something that I need to polish off on Monday as some of the attachments that were sent over, I was unable to read or access.
Kind Regards
Paige x