CONCIERGE

Bath Projects

100

What location does not sell Jacuzzi?

AZ, LA, IE

200

What is requested to be uploaded before Concierge?

Photos

300

In CA, what needs to be collected on a Cash job?

Deposit & Measure Payment

Window Projects

100

What are the types of glass we ask Sales? 

Fire & Obscured

200

What is needed for the project to be moved to RTP?

Diagram, Photos

300

What question should Concierge ask if units are being installed on second story?

Will a ladder or scaffolding be needed for measure/installation?

Sales Force

100

What needs to be confirmed before Dispo'ing a project?

Scheduled Start Date, Opportunity Owner, Product, LEAD.  IF a job is SOLD COSTCO, needs to be on costco agreement 

200

How can you search for previous opportunities on a job

Click on HOUSE HOLD name and it will bring up all opportunities ran for that specific customers

Lead Perfection

100

What is needed for NM projects?

Tax entered in Payments

200

If a credit card is collected, what is to be updated?

PM Budget

300

What is the most important step in LP?

NOTES, DATA ENTRY, JOB #, MONEY ENTERED

Finance

100

What document is needed if a project is approved with GS?

GS 50/50

200

If a project is approved in the home and customer e-signed and accepted counter offer, what document is needed?

Finance Ack Doc

300

If a project is not approved with, what is requested to be completed?

DSR Credit Application, GS 5050