Aptora
Property Appraiser
Maintenances
CallTrackingMetrics
Outlook
100
The customer's appointment.

What is a Work Order?

100

Best chance for property appraising Mobile Homes.

What is the Tax Collector?

100

Standard Cost of Maintenance

What is $47?

100
How we track Business Source in Aptora.

What is Marketing?

100
Email Groups

What is Sales/Solar/Production?

200

An update on arrival for a customer.

What is an ETA?

200

Placement of PA on a Work Order?

What is Right next to our Date & Time Stamp?

200
Abbreviation for Total System Maintenance.

What is TSM?

200

Look up Customer's Call History.

What is using Cust Phone Number?

200

Spoke with Customer for Appt Rqst/Answering Service.

What is Catergories Completed?

300

Required fields in Additional Info Tab.

What is Inside Sales Rep, Marketing, and Pop-Up Notes?

300

Common Situations when you can't find PA's or H/O name not listed

What is new Home Owner/Government Official/ POA/ Trustee?

300

Appointment Time Frames

What is 9-11am, 12-2pm, and 3-5pm?

300

Inform other party and other party agrees to transfer.

What is Warm Transfer?

300

Reached out to Customer for Appt Rqst/Answering Service with no answer.

What is Check Mark Completed?

400

Two places of notation.

What is Notepad and Private Notes?

400

Google Hangouts Chat for help.

What is PA Help chat?

400
How we write a Bogo for a TSM in our detailed description.

What is 1 of 2?

400

Informs/Doesn't inform about cust and other party doesn't agree to transfer.

What is a Cold Transfer?

400

Two Monitored folders.

What is ANSWER SERVICE_AND, and APPT. REQUEST?

500

Two settings to open other databases.

What is Open Company Login and Previous Company File?

500

First step to verify H/O who isn't listed on the PA Site. (AFTER A CALL)

**TRICK QUESTIONS, DOUBLE POINTS**

What is Call the Cust back?

500

Where we find Locations we Service.

What is Reference Sheet page 15 & 16?

500

Keeps track of the call’s summary, run reports effectively, and help other CSR's Indentify what the call was about.

What is Score/Call Disposition?

500
Three codes for Email Subject. 

What is C-15, C-90, C-000?