Membership Overview
Creating a new customer
Services We provide
Service Experts Tools
100

What are the 2 active memberships we offer?

Maintenance+ and Advantage

100

Can we create a new customer if the customer has another address already?

No

100

If a toilet is leaking, what type of service would this be considered?

Plumbing

100

Which application do you receive calls?

Intermedia Unite

200

Which membership offers free services and maintenances?

Advantage Membership

200

when adding the service address, we do not have to make sure it's validated. True/ False?

False, the address should always be validated

200

If the customer's Air conditioning is not working, what type of service would this be?

HVAC

200

Which application do you check the customer's zip code

CSS postal code reference

300

Which membership offers 15% off service fees?

Maintenance+

300

What primary information is missing when creating a new customer?

Name, address, email

phone number

300

A customer stated that their humidifier is not working well, What type of service?

IAQ (Indoor Air Quality)

300

Which application do we check for specific jobs we offer according to the center?

Consolidated Capacity Portal

400

Which memberships deal with Contracts?

Advantage

400

Can we add multiple emails to a customer's account?

Yes

400

Name 2 Services we provide:

Connected Home, EV, HVAC, plumbing, IAQ, Water Heater, Water Treatment (Any 2 works)

400

Which Application do we book the appointment?

Service Titan

500

Which membership can be cancelled by sending an email to the local office?

Maintenance+

500

Can a customer can add multiple properties/ address to the same account?

yes

500

Besides calling the customer, what other forms of communication can we reach out to the customer?

The center can email the customer
500
Name the tools we use

Service Titan

Intermedia Unite

CSS Postal Code reference

Consolidated Capacity Portal

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