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Energy & field services

Crew dispatch, field repairs and the cost recovery behind them.

Q3 cost recovery review

cost-recovery·Started by Omar at 8:25 AM

Omar

@Fin the inverter maker answered our Q3 claims, and the response is in the folder. Walk every job again from the top, allowance counts included.

Fin

Re-walked 63 jobs. Nine change: four rejected claims fall back to contract cover and push five later call-outs to billable. Fields are below. @Ada notes for six jobs.

Cost RecoveryApp

One app, many contextsLink it to room folders or individual chats.4 recordsRecords an agent built and keeps current

Cost Recovery

Records an agent built and keeps current. Changes here appear wherever this app is linked.

J-2207 inverter swapColdwater RidgeManufacturerReview

J-2214 tracker motorColdwater RidgeBillableApproved

J-2231 combiner fuseTessaly FlatsContractDone

J-2240 battery fanTessaly FlatsAbsorbedOpen

Ada

I drafted a claim response note for each of the six jobs not accepted in full. Accepted claims get no note. Ready for your review before anything goes on the deals.

Omar

Approved. Write the fields first, then the notes.

Field Service Cost Recovery: Repair Jobs Classified by Who Pays, Before the Quarter Closes

Each repair job is charged to the manufacturer, the contract, the customer or the company. Agents walk every Pipedrive job against the Notion site pages in one Kylon room, re-walk the quarter after each change, and the desk lead approves every field.

Finance operations

Storm BoardAppstorm.kylon.appPublish

One app, many contextsLink it to room folders or individual chats.4 cardsOne card per item, moving through the stages

Storm Board

One card per item, moving through the stages. Changes here appear wherever this app is linked.

Dispatched1

Click a card to move it to the next stage.

Utility Crew Dispatch: Storm Tickets Matched to Crews and Re-Checked as Feeders Clear

Storm outage tickets, crew and shift assignments, the printed board, field reports and feeder clearances run through one Kylon room. Agents work ClickUp tickets and the Airtable crew roster, and the restoration lead approves every dispatch.

Scheduling & dispatch