Property
Compliance
Who Ya Gonna Call?
Installer Pay
Customer Care
100

What is your 1% based off of for your lease?

Install reveune


100

Muliple choice:

Who determines when a job is considered “legal”?

a. General Manager

b. Regional Manager

c. Production Department

d. Compliance Department

e. COS or CEO

COS or CEO

100

If your installer has an issue with payment, Who should they call?

PC or GM 

100

When do installers get paid?

Friday 

100

What are the 4 required calls for a PC to make to H/O?

1) Welcome call
2) MD call
3) IS call
4) FP/ Completion call 

200

Muliple Choice:

In an accident with personal injury, who do you call?

a. Geico

b. Jake from Allstate

c. Peoplease

d. Progressive

200

How many attempts must you make to collect or settle a job before taking legal action

3 time with one in person attempt 

200

If you have question about loan docs?

Funding

200

What requirements must be met for an installer to get paid?

1) Job in a Completed stauts in saleforce by 9AM Friday 

2) Must have all documents turned in 

200

What is a standard case? 

When a H/O calls in and CS can not resolve 

300

List 2 of the 4 parameters to be considered to purchase a building?

Hitting Profit for at least 6 months. 

Established Canvass Team.

Having a brand built in the area.

Hitting KPI’s in sales, Marketing, Installs.

300

Whos favorite holiday is Halloween?

300

Who you gonna contact to CXL a job thats gone NET? ( EMAIL) 

Production 

300

What are the 2 important a GM to help the installer get paid correctly

Set expectaions
Approve documents 

300

What is an escalated case?

These are cases that require more attention-

EXAMPLE:
BBB
Active Leak
AG


Or cases not resolved in 72 hours 

400

If your installed revenue is 800K a month what woul your approved lease amount be?

8K a month 

400

True or False:



Compliance applies for canvass and building permits 

False

Answer:
Canvass applies there own permits
PC applies for building permits 

400

If you have an issue with your installer?

Your installer 

400

What is the most common reason and installers charges get denied 

1) Approval
2) No documention
3)Missing Photos 

400

What is a service ticket? 

When we have to take action to resolve an issue post completion

500

If you want to sign a lease for 6,500 a month what would your installed revenue be?

650K 

500

When should a job go legal?

NEVER - Go Settle it. 

500

When are completions due?!!?!?!?

Daily by 2PM 

One completion a day keeps Joe away - Always watching 

500

Where can an installer see their pay? 

Installer Portal 

500
What effects your NPS? 

Communication - Calling H/O

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