Basic Info
After you have been dispatched and get to customers home, you must do this.
Click Arrive
This is best practice when completing an estimate?
What is attach any starred items from forms and add pictures?
You can see your personal performance here?
What is the Dashboard?
This will let you know if there is a dog or a gate code.
What is a Tag?
Every morning you should do this?
You must do this to show customer your estimates?
Click on Present
What is the History Tab?
You call the customer by doing this.
What is open Contact Details and click on call?
You should do this when you fill out the form and an item is yellow or red.
Attach a picture and add a note
You should create your best estimate and do this for the others?
What is duplicate and trim?
This is where you will go to find the ST Mobile Cheat Sheet we have been using.
What is the Content Portal
In order to proceed with work you must do this first?
This is where you go to see all jobs assigned to you.
What is the All Jobs Tab?
You click this if you cannot complete work today and must come back.
What is complete work later?
You must do this to move the items from your estimate to the invoice
What is sell your estimate?
After the job is completed you need to do this.
What is click on complete job?
You should always complete these two things before you do your estimates.
What is take pictures and complete any forms?
You go here to see what estimates that you haven’t sold.
What is the Follow Ups tab?
This shows your findings and the work you completed.
What is the invoice summary?
How many signatures should you get for each job?
What are 2 signatures?