Admin Daily
Routine
Routine
What are only documents that should be included into detail packets?
Lead Exemption Form, Change Authorization(s) (If applicable), Specification Sheet, Details Sheet, Water Shut off form (if applicable), Measure Sheet, Detail Inspection, Special Instruction, Tub Remeasure and Sales Info Sheet
What time of the day are reports due to be completed by?
3 pm
Who must you request for a customer to be placed on a customer hold?
Lead admins
What is the minimum dollar amount for a sale?
$2500.00
What is the Absent attendance used for?
FMLA, Medical leave or suspension
When are preliminary install packets made?
At the time the detail is completed.
Who do you email to request a re-approval of financing for HRAC, Mariner, Fortiva, Concora & Aqua?
Tom Williams & Kevin Schultz
If a customer requests a customer hold for 1 month, when does that customer hold status expire and the status need updated?
The day of the call back
What type of sale are employee/donation sales considered?
Commerical
Your installer assisted on a large service with another installer - How would his attendance be logged?
Install, Service, W/ ______
Once reviewed by IM, Log books should be retained in the to be detailed cabinet for how long?
30 days
When given a new SB authorization number- how many digits should the authorization number be?
6 digits
You should never schedule more than how many weeks out?
6 weeks
What are the codes for Source & Event consultant on a self gen?
Source- 5275 Self Gen
Event Consultant- 0008 Sales Rep
What comments are required for Holiday attendances?
None
Stationary orders are due by what day of the month?
15th
If you have a job showing on the Missing Finance Originals report that you previously notated all paperwork was received- Who do you email to determine why the job is still showing on the report?
Accounts Receivable
After 5 attempts to reach a customer for scheduling, who do you email for a walkaway letter?
In order to qualify as a Rehash, the original appointment should have been run within how many days of the previous apt.
90 days
When would you list an attendance as a helper attendance?
Only if hired as a helper
Who do you email regarding pending or dead cancel updates?
Office Cancel group
Where do you list a new SB authorization number?
Make a note in the file that you will need to include the new authorization number with your installation packet.
What should you be reviewing to check for calls in yellow?
All sections of your Backlog
What should be received if a sales rep or customer states a third party is paying for the balance?
Va/VHDA/3rd party Grant disclosure
Trainee's who take off and have not accrued any PTO- how would their attendance be logged?
Will still be logged as vacation or sick