Elements and Performance Criteria
- Establish customer requirements
- Customer is addressed in a courteous and business-like manner
- Customer requirements and degree of urgency are established promptly
- Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified
- Service requests requiring additional research are allocated a priority and arrangements are made for follow-up
- Determine customer credit rating
- Identify scope of work
- Location, time, type of lift, type of crane and service needs are clarified
- Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures
- Suitability of available equipment, materials and personnel is established against customer requirements
- Need for permits, notifications and authorisations from authorities is identified
- Special requirements for access and/or the lift are established and confirmed with customer
- Information regarding possible hazards is sought from customer and hazards are noted
- Workplace records and rate schedules are used to determine applicable rate for customer
- Suitable allowances for contingencies are provided based on site inspection findings
- Specify job requirements and methods with customers
- Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures
- Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies
- Lift charts and as required, drawings, are used to clarify job requirements to customer
- Opportunities are provided for customer to seek clarification on costing and proposed methods
- Quotation is followed up in accordance with workplace procedures
- Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures
- Agreed terms and conditions are included in written quotation
- Document quotation
- Quotation format is in accordance with workplace requirements
- Information provided is clear, concise and relevant
- Copy of quotation is provided to client promptly
- Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures