Bath Projects
What location does not sell Jacuzzi?
AZ, LA, IE
What are the types of glass we ask Sales?
Fire & Obscured
What needs to be confirmed before Dispo'ing a project?
Scheduled Start Date, Opportunity Owner, Product, LEAD. IF a job is SOLD COSTCO, needs to be on costco agreement
What is needed for NM projects?
Tax entered in Payments
What document is needed if a project is approved with GS?
GS 50/50
What is requested to be uploaded before Concierge?
Photos
What is needed for the project to be moved to RTP?
How can you search for previous opportunities on a job
Click on HOUSE HOLD name and it will bring up all opportunities ran for that specific customers
If a credit card is collected, what is to be updated?
PM Budget
If a project is approved in the home and customer e-signed and accepted counter offer, what document is needed?
Finance Ack Doc
In CA, what needs to be collected on a Cash job?
Deposit & Measure Payment
What question should Concierge ask if units are being installed on second story?
What is the most important step in LP?
NOTES, DATA ENTRY, JOB #, MONEY ENTERED
If a project is not approved with, what is requested to be completed?
DSR Credit Application, GS 5050