What is the most effective way to ensure CSRs always select a recurring service event when booking jobs?

Modifying the job type to require the selection of a recurring service event is an effective approach because it directly enforces compliance within the system. By making it a requirement in the software that CSRs cannot proceed with booking a job without selecting a recurring service event, it ensures that every job adheres to the company's service standards for recurring services. This method minimizes the risk of oversight or human error, as it mandates the action instead of leaving it to individual discretion.

The other options, while valuable, may not be as foolproof. Training programs aim to equip CSRs with the necessary knowledge and skills but don't guarantee adherence, especially under busy conditions. A checklist can serve as a reminder but relies on the CSR's discipline to follow it. Limiting access to job types could restrict CSR functionality too much, potentially affecting their ability to serve customers effectively. Hence, modifying the job type provides a robust solution that integrates seamlessly into the workflow, ensuring consistency in job bookings.