Delivery
What products are serialzed?
Windows and Doors
What are the products minimums for an estimate?
When does an estimate turn into a project?
Accepting an estimate.
When does an RC fill out site details?
During an sale.
What are the 7 types of appointments?
New, Reset, Rehash,Rehash Reset, Add-on, Project Visit, Canx-save
What are the 2 non-reversilbe inventory statuses?
Demolished & Donated
Name the 7 estimate states.
Verify, Started, Prepared, Accept, Reset, Sold, Declined
What page do we commit a sale on?
Projects Pending Commit
Who can convert to PII ?
PPM
How soon can a cancel save be scheduled after the project is declined?
Has to be the next calendar day
Where would we go to update inventory statuses manually?
We cant!
I already accepted an estimate, but then go back and add the last window. What happens to the estimate state?
It resets
When can we schedule a Canx-save?
The next calendar day after declining a project.
How do we find a dependency?
Click on the number of the task.
What is the max discount of a rehash appointment?
20%
What does on-hand mean?
Item has been assigned a location at the ware house.
What do you have to do to progress from Verify -> Started ?
Create an estimate.
Whats the 11th project state?
How do we complete "schedule pii" on the track if we cant through the queue?
Suppot Tab
A rep resulted his appointment as a pitch miss but wants to go back to the home and sell it. How do we get him access?
The x over the pitch miss on appointment.
Where can I add a crew chief ?
install companies page, company employees tab
At what point can a rep create their estimate?
In Home Tour after building it and adding all their key photos. Done before preparing the estimate.
What can a QAM see upon getting into their Add-On appointment?
Related Projects. Parent project of the home
What are the permit tasks & what are they used for?
Submit Permit Application, Submit Check Request, Submit Permit Payment, Acquire Permits
Used for documenting the progress of acquiring the necessary permits to do work on the home.
An estimate is declined. What is the result of the appointment?
Pitch miss