{"id":51906,"date":"2026-08-02T12:39:00","date_gmt":"2026-08-02T16:39:00","guid":{"rendered":"https:\/\/cetechsupport.com\/?page_id=51906"},"modified":"2026-08-14T16:46:12","modified_gmt":"2026-08-14T20:46:12","slug":"carrier-enterprise-technical-jobsite-visit-overview","status":"publish","type":"page","link":"https:\/\/cetechsupport.com\/es\/carrier-enterprise-technical-jobsite-visit-overview\/","title":{"rendered":"Carrier Enterprise \u2013 Technical Jobsite Visit \u2013 Overview"},"content":{"rendered":"
Tu gu\u00eda r\u00e1pida para solicitar, aprobar y facturar una visita de servicio en sitio.<\/h6>\n\n\n\n

\u00bfCu\u00e1ndo se necesita una visita al sitio?<\/h2>\n\n\n\n

Cuando un problema no puede ser resuelto por el contratista, estamos aqu\u00ed para ayudar, pero debemos proceder con cautela. Lo m\u00e1s sencillo es solicitar que un Representante de Soporte T\u00e9cnico visite el sitio. Sin embargo, la intenci\u00f3n del contratista podr\u00eda ser que CE ayude a abordar un problema en particular, pero mientras est\u00e1 en el sitio, un TSR podr\u00eda encontrar otras deficiencias que pueden crear otras preocupaciones y m\u00e1s dificultades financieras y t\u00e9cnicas para el contratista.<\/p>\n\n\n\n

2. \u00bfQui\u00e9nes participan?<\/h2>\n\n\n\n
Rol<\/th>Lo que hacen<\/th><\/tr><\/thead>
Representante de Soporte T\u00e9cnico (TSR)<\/td>Verifica el agotamiento de la herramienta remota, crea la Solicitud de Visita al Sitio de Obra e informa al contratista de cualquier tarifa.<\/td><\/tr>
Technical Support Regional Manager<\/td>Revisa y aprueba la solicitud; decide sobre la elegibilidad para la exenci\u00f3n de tarifas.<\/td><\/tr>
Representante de Soporte T\u00e9cnico (TSR)<\/td>Realiza la visita in situ, recopila datos, completa el Reporte de Visita.<\/td><\/tr>
Concesionario \/ Contratista<\/td>Proporciona acceso al sitio, equipo de protecci\u00f3n personal (EPP) de seguridad y realiza cualquier tarea de servicio durante la visita.<\/td><\/tr>
Equipo de Operaciones de Soporte T\u00e9cnico<\/td>Emite la factura o el descargo de responsabilidad despu\u00e9s de la visita.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

3. Proceso paso a paso<\/h2>\n\n\n\n

A. Agotar Herramientas Digitales<\/h3>\n\n\n\n
    \n
  1. \n
      \n
    1. Soluci\u00f3n de problemas remota: tel\u00e9fono, correo electr\u00f3nico, video, diagn\u00f3sticos remotos, fotos, etc.<\/li>\n\n\n\n
    2. Todos los formularios de soluci\u00f3n de problemas de TSR deben enviarse para su revisi\u00f3n.<\/li>\n\n\n\n
    3. Registrar cada paso en un caso de Salesforce (fecha, m\u00e9todo, resultado).<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n

      Solo despu\u00e9s de un esfuerzo digital completo se considerar\u00e1 una visita al sitio<\/p>\n\n\n\n

      B. Solicitud y aprobaci\u00f3n<\/h3>\n\n\n\n
        \n
      1. TSR opens\/transfers a \u201cJobsite Visit Request\u201d ticket to the Technical Support Regional Manager of the region for review.<\/li>\n\n\n\n
      2. Technical Support Regional Manager reviews \u2013 confirms remote digital tools were fully used and checks for possible manufacturing defects.<\/li>\n\n\n\n
      3. Approval \u2013 Once all tools are verified and site visit is determined as needed the Technical Field Manager will approve the Jobsite Visit request and assigns a TSR.<\/li>\n<\/ol>\n\n\n\n

        C. Determinaci\u00f3n de tarifas<\/h3>\n\n\n\n
        Situaci\u00f3n<\/th>Medidas relacionadas con las tarifas<\/th><\/tr><\/thead>
        Problema est\u00e1ndar de aplicaci\u00f3n\/instalaci\u00f3n\/servicio<\/td>Cobrar la Tarifa de Visita Est\u00e1ndar en el Sitio (ver Ap\u00e9ndice A).<\/td><\/tr>
        Defecto de fabricaci\u00f3n comprobado (an\u00e1lisis de n\u00famero de serie, prueba de laboratorio, etc.)<\/td>Eximir el cargo.<\/td><\/tr>
        Clasificaci\u00f3n poco clara<\/td>El gerente decide caso por caso (puede cobrar provisionalmente y luego ajustar el monto).<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        D. Programar la visita<\/h3>\n\n\n\n

        Por favor, espere 2 semanas para programar la visita al sitio. El TSR asignado se comunica con el contratista para programar la fecha, hora y cualquier requisito de acceso al sitio.
        Seguridad y EPP: el contratista debe proporcionar el EPP requerido o confirmar que el sitio lo suministrar\u00e1.<\/p>\n\n\n\n

        E. Ejecuci\u00f3n en el sitio<\/h3>\n\n\n\n
          \n
        1. \n
            \n
          1. El Gerente de Servicios del Contratista o el Propietario del Concesionario y un t\u00e9cnico de servicio deben estar EN EL SITIO y permanecer en el sitio durante toda la visita.<\/li>\n\n\n\n
          2. El t\u00e9cnico de servicio debe tener todas las herramientas est\u00e1ndar de la industria.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n

            El CE TSR est\u00e1 solo en las instalaciones para proporcionar:<\/p>\n\n\n\n

              \n
            1. \n
                \n
              1. Diagn\u00f3stico: inspecci\u00f3n, pruebas y asistencia en la recopilaci\u00f3n de datos.<\/li>\n\n\n\n
              2. Documentaci\u00f3n \u2013 fotos, notas, acciones de servicio<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n

                F. Acciones posteriores a la visita<\/h3>\n\n\n\n
                  \n
                1. Carga del informe: TSR sube el informe completado al sistema de casos de Salesforce.<\/li>\n\n\n\n
                2. The regional Technical Support Regional Manager will review \u2013 submits invoice or records a fee waiver.<\/li>\n\n\n\n
                3. Dealer follow\u2011up \u2013 TSR will send a copy of the report after review which will include any recommendations of installation\/service tasks for the contractor (contractor responsibility).<\/li>\n<\/ol>\n\n\n\n

                  4. What the Contractor Must Provide (Dealer\/Contractor Responsibilities)<\/h2>\n\n\n\n

                  Site access \u2013 clear entry, parking, and any security clearances.
                  The contractor Principle or Service Manager must be onsite during the entire site visit.
                  A technician with all necessary tools and proper technical expertise must also be present.
                  Safety compliance \u2013 PPE, lock\u2011out\/tag\u2011out procedures, and any site\u2011specific safety rules.
                  Service participation \u2013 perform any parts replacement, adjustments, or other tasks the TSR directs.
                  Parts & consumables \u2013 cover costs for any components needed during the visit.
                  Record\u2011keeping \u2013 retain copies of the visit report for warranty and compliance purposes.<\/p>\n\n\n\n

                  5. Fee Waiver Criteria<\/h2>\n\n\n\n
                  Criterion<\/th>Evidence Required<\/th><\/tr><\/thead>
                  Defective Part<\/td>Part number, batch\/lot, failure analysis, manufacturer test data.<\/td><\/tr>
                  Design Flaw<\/td>Engineering review, repeatable failures across multiple installs.<\/td><\/tr>
                  Production Error<\/td>QC records, shipping damage reports, non\u2011conformance notices.<\/td><\/tr>
                  No Installation Error<\/td>Installation logs, photos showing correct installation per manuals.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                  If any of these are satisfied, the Technical Support Regional Manager may approve a fee waiver. All waivers are documented in the case notes.<\/p>\n\n\n\n

                  Appendix A – Standard On-Site Visit Fee<\/h3>\n\n\n\n
                  Service<\/strong><\/td>Fee (USD)<\/strong><\/td><\/tr>
                  One (1) qualified TSR visit (up to 4 hours on-site)<\/td>$650.00<\/td><\/tr>
                  One (1) qualified TSR visit per an additional hour<\/td>$150.00<\/td><\/tr>
                  Additional travel beyond 50 mi radius as per Google Maps shortest distance.<\/td>$3.50 per mile<\/td><\/tr>
                  Overnight stay (if required)<\/td>$350.00 per night<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                  (Fees are reviewed annually.)<\/p>","protected":false},"excerpt":{"rendered":"

                  Your quick\u2011reference guide to requesting, approving, and billing an on\u2011site service visit. 1. When is a Site\u2011Visit needed? When a problem cannot be solved by the contractor, we are here to help, but we must use caution. The easiest thing is to request a Technical Support Representative to visit the site. However, the contractor’s intent […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-51906","page","type-page","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false,"trp-custom-language-flag":false},"uagb_author_info":{"display_name":"Carrier Enterprise","author_link":"https:\/\/cetechsupport.com\/es\/author\/joshg\/"},"uagb_comment_info":0,"uagb_excerpt":"Your quick\u2011reference guide to requesting, approving, and billing an on\u2011site service visit. 1. When is a Site\u2011Visit needed? When a problem cannot be solved by the contractor, we are here to help, but we must use caution. The easiest thing is to request a Technical Support Representative to visit the site. However, the contractor’s intent…","_links":{"self":[{"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/pages\/51906","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/comments?post=51906"}],"version-history":[{"count":2,"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/pages\/51906\/revisions"}],"predecessor-version":[{"id":51910,"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/pages\/51906\/revisions\/51910"}],"wp:attachment":[{"href":"https:\/\/cetechsupport.com\/es\/wp-json\/wp\/v2\/media?parent=51906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}