Managing EMS in ServiceMaster EMT’s Chronicle. Please contact your training team coordinator for more specific instruction. SM EMT’s General Procedural Flow Managing the EMS Flow in Chronicle Estimatics’ EMS Flow Using SM EMT Chronicle Receiving a New Non-Respond Call Entering a new Non-Respond Job Receiving a New Respond Call Accepting a Respond 365 Job Emergency Management TEAM How the company is structuring these processes are being done so to allow for an expanded level of data that our staff can use to stay more interactively informed, prevent problems, and enable better decision making when confronted with a situation where information is critical. Once we have rounded the edges and better connected some dots from merging we can help identify reporting information on the respective departments for both personnel and production using the dashboard and job manager reporting tools. If you need help understanding their function or building a report then email your training team coordinator the conditions of the report you’re needing built in Chronicle. We want our team to have the most accurate and up-to-date information they can readily obtain using the data we are entering. What we enter in Chronicle is what we’re going to get out of Chronicle. Importing a Respond 365 Job New Job Departments New Job General InformationNew Job First Contacts Documents EMS Required Documents Providing Closure Groups & Recalls Associating Appropriately Licenses Additional Resources Page 1 V. 8/1/15
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Managing EMS in ServiceMaster
EMT’s Chronicle.
Please contact your training team coordinator for more specific instruction.
SM EMT’s General Procedural
Flow
Managing the EMS Flow in
Chronicle
Estimatics’ EMS Flow
Using SM EMT Chronicle
Receiving a New Non-Respond
Call
Entering a new Non-Respond
Job
Receiving a New Respond Call
Accepting a Respond 365 Job
Em
erg
en
cy M
an
ag
em
en
t TE
AM
How the company is structuring these processes are being done so to allow for an
expanded level of data that our staff can use to stay more interactively informed, prevent
problems, and enable better decision making when confronted with a situation where
information is critical.
Once we have rounded the edges and better connected some dots from merging we can
help identify reporting information on the respective departments for both personnel and
production using the dashboard and job manager reporting tools. If you need help
understanding their function or building a report then email your training team coordinator
the conditions of the report you’re needing built in Chronicle . We want our team to have the
most accurate and up-to-date information they can readily obtain using the data we are
entering.
What we enter in Chronicle is what we’re going to get out of Chronicle .
Importing a Respond 365 Job
New Job Departments
New Job General
InformationNew Job First
Contacts
Documents
EMS Required Documents
Providing Closure
Groups & Recalls
Associating Appropriately
Licenses
Additional Resources
Page 1
V. 8/1/15
Chronicle’s
Procedural Flow
Begin Services Enter in Chronicle
(Entering New Jobs
Pgs. 7-9 & 11-12)
Copy Adtl Job Info into Chronicle
[Depts, Schedules,
Contacts, Docs, Journals]
Make Contact
(New Leads
Pgs. 6 & 10)
QA Job Progress
w/ Chronicle Reporting
(Using SM EMT
Chron pg. 5)
Happy Surveyed
Customer
New Job
Close or Complete Activities,
Depts. Persons Appropriately
(Closure Doc pg. 17)
Copy Adtl Job Info into Chronicle
[Depts, Schedules,
General information,
Contacts, Docs, Journals]
Copy Adtl Job Info into Chronicle
[Docs & Journals]
Copy Adtl Job Info into Chronicle
[Docs & Journals]
$$
Send it to the Cash Kings!
Page 2
Communicate w/
Team Members
Ch
ron
icle
’s G
en
era
l Flo
w
V. 8/1/15
Managing
Chronicle’s
EMS Flow
Create/Modify Schedules
in Chronicle
throughout mitigation
Make Contact
(New Leads
Pgs. 6 & 10)
Notified of new Job
& Job ID #
Copy Adtl Job Info into Chronicle
[Docs & Journals]
Page 3
Complete the
“Emergency Water
Service” activity
after initial
inspection.
Add/Complete
activities for
EMS as they
are performed/
completed.
Complete the
“Monitoring &
Moisture
Readings”
activity when the
field is complete.
Completing the Monitoring & Moisture Readings activity
signals the business that production work has completed
and is ready for estimatics. Chronicle will also prompt to
close the EMS department after completing the final EMS
activity.
After confirming any
schedules with either the
client or team member
update the job’s
scheduler & enter the
appropriate journal
records.EMS has
two activity
Requirements :
1. Emergency Water
Service (Initial
Services)
2. Monitoring &
Moisture Readings
(Field complete)
EMS can include these
additional activities :
Asbestos Testing
Asbestos Abatement
Demo
Pick up Lockbox
Shop Time
When the noted actions are performed on
a job, activate and complete the activity
appropriately (Refer to pgs. 17-18 for
additional information).
Th
e W
ate
r Flo
w
Estimatics is activated.
Ensure the required
Initial Documents
are uploaded.
V. 8/1/15
EMS Estimatics’
FlowNew Job
Page 4
Estimator marked as Active Initial Upload Activity marked
Completed once posted to XA.
Received EMS
Completed Notification
Prepare Estimate
Estimate tagged
Client Billed in XA
Complete the “Final Upload
from EMS Complete” activity.
Mark “Final Upload” activity
completed.
Submit Estimate
Mark “Client billed” activity
complete.
Ch
ron
icle
’s E
stim
atic
s’ F
low
$$
Send it to the Cash Kings!
Add the Estimate As
the “EMS Estimate”
Req. document.
Add the MSA’s “RDC” for the
Estimatics’ Req. document.
Create the Req. document
billing sheet for A/R.
V. 8/1/15
Au
tom
ate
d, D
yna
mic
, & In
tera
ctive
.
Using SM EMT
Chronicle
SM EMT will continue to evolve with the tools that both
Chronicle and our team’s resources enable. Activities,
roles, departments, categories, and various other fields
have been defined to create a stream-lined
environment that will allow our management team to
focus their attention on their team members and the
mitigation rather than the details.
The details, however, will be
driven by the Information
we’re Entering
(providing) into Chronicle.
This is when we’ll need our
team’s diligence with those
details.
Data will get corrupted when :
Entering the incorrect Department/
Activity dates.
Activities/Documents erroneously
completed/deleted.
Incorrectly associating contacts.
Uploading the wrong required
document(s).
Chronicle Tabs & Tools: More than meets the eye.
Home : Report Central
Folders : For emails & Shared
Department Folders
Scheduler : Appointments, Reminders,
Enterprise level scheduling.
Tasks : To do items.
Groups & Recalls (Common contacts or
preferred teams of techs)
Imported Jobs (Program Jobs)
Faxes : Receiving eFaxes
JOURNALS : If it isn’t in the
journals, it never happened.
Page 5When it involves to insurance, any bit of information is neither too little nor too much.
V. 8/1/15
Follow this Line For
Respond Job Information to
Enter
Received New
Lead
Schedule & Dispatch Loss Team
Call Insured w/
in 15 Minutes
ServiceMaster EMT : Quick Reference Guide for How to Process New Respond Leads
Process Flow
Accept Loss
on Respond
365
Click "Customer
Contacted" on
Respond 365
Create New Job in
Chronicle
Refer to pages 9 & 13-17
for specific expectations
of the required
information when
creating a new job in SM
EMT Chronicle.
From the Import Tab of Chronicle, Select the Client you are importing as a new
job then choose the appropriate import option for “Person” or “Organization.”