CSR
What role does Account Executives do?
This role combines responsibilities from the SR, FI, and PM positions all into one position.
What is a roof?
This protective covering on top of a house is made of shingles or tiles.
What is siding?
This is the outer material that covers the walls of a home.
What are gutters?
These narrow channels collect and divert rainwater from the roof.
What Markets do we make adjuster calls in name all 7 of them?
MSP, RST, STC, IL, CO, IA, NE
Can you request materials to go in the street per HO?
NO
Who is a roofing inspector?
This professional inspects a roof to determine damage or repair needs.
These small, perforated panels are installed under eaves for attic ventilation.
Soffits
What is a downspout?
This part of the gutter system carries water down from the roof to the ground.
What Markets do we do Esimate Calls in?
MSP, CHI
What time do we do same-day Gutter drops?
7:30 AM
What is a roof vent?
This component of the roof allows hot air to escape and prevents moisture buildup.
When installing Siding where do you start?
At the bottom.
These help prevent leaves and debris from entering the gutter system.
Gutter Guards
After obtaining adjuster information, you must do what 3 steps
Identify who the FI is
Create a task for it to be scheduled
Post on the thread that it’s uploaded and ready.
When asking a project manager a question what is the order for tags for a 3rd request? Name 4 titles.
tag PM, PS, RSM, Kris Donovan
What is underlayment or felt paper?
The layer beneath shingles that provides an extra barrier against water.
This part of the siding system fits around windows and doors.
What is trim or J-channel
This is the best time of year to inspect and clean gutters.
spring and fall
What do you do if they refuse to send the estimate?
When a homeowner calls with a Service Call, what 5 main questions do we ask?
1. What is the issue? What Trade did Legacy perform at the home? Is it an active or an older issue, and how long has this been happening?
2. Where is the issue?
3. How severe is it?
4. Do you have any pictures you can send us?
5. Who is the best person to contact? What is the best method of contacting them?
These metal strips are placed under shingles along edges to direct water off the roof.
Drip Edge
A homeowner says their siding is "melting" in spots. What might be the cause?
Heat reflection from nearby windows
Seamless gutters are often made of this lightweight metal.
Aluminum
What do you do if a claim is denied?
Ask if there is an estimate and if so try to collect it. If there is not just post that they got denied and no estimate was created.