Loss Damage Protection (LDP) Customer Q&A Guide
Objective The purpose of this guide is to equip RSRs and Service Managers with clear, consistent responses to common customer questions regarding the recent 2% adjustment to the Loss Damage Protection (LDP) charge. This resource is intended to help our teams confidently explain the purpose of LDP, reinforce the va…
RSD-SM Training Manual - ABS Contacts - Grid Views
Suggested column headers – you can remove or add anything you need but I feel this is all I needed in the SM and RSD role. Contact Settings: Name = Something to help you identify what you are sorting and the data you want to see User = Must be all CAPS Any Dates = Set as greater than the start of…
Data Processing Request Forms
Objective: Data Processing Request forms were created to enhance the efficiency and accuracy of our data processing workflows. By standardizing the process and ensuring all necessary information is captured correctly, we aim to reduce errors, minimize redundant tasks, and speed up the handling of requests. * L…
RSD-SM Training Manual: New Installation Guidelines
Purpose: New Customer Onboarding is the critical first step in delivering on our commitments and building a trusted, long-term partnership with each customer. This Service Installation & Support Guide equips the Service team with a clear, structured process that drives customer satisfaction, fosters internal alignm…
RSD-SM ABS Training Manual - LDP Report Guide
What is LDP? The acronym, LDP, stands for Loss Damage Protection. It's a regular customer charge to cover lost or damaged products. LDP prevents large replacement costs at the end of each quarter and keeps customer billing steady throughout the year. The goal of LDP is to keep customer billing steady, avoiding spik…
Add Route/Re-route Procedure Form
Add route is when a new route is added to a site, increasing the total routes by at least one. A re-route is when a significant number of accounts are moved from one account to another. Day changes within a single route are to be handled between the service team and data processing. (A small amount, or insignificant…
RSD-SM Training Manual: ABS Customer Visitation CSRs
Purpose: The purpose of customer visitations is to build stronger relationships and uncover opportunities to create additional value for our customers. These visits, conducted proactively and in a structured manner, ensure we stay connected to customer needs, address challenges, and reinforce our commitment to exce…
RSD-SM ABS Training Manual - How to Generate CSR (ABS Contact) using the PDA
Objective: Generating a Customer Service Report (CSR) serves as a critical tool for Route Service Representatives (RSRs) to ensure accurate and up-to-date customer account information is maintained in our system. It facilitates seamless communication between RSRs and Service Managers, enabling efficient actions an…
