CSR
Who do you untag on a follow-up if applicable? Name 4
Stephanie, Jasmine, Maya, Shayne
How long does a Roofing project typically take?
Our Roofing projects typically take one day to complete, barring any complications.
When the Siding project is only “Wraps”, there is no Dumpster. True or False?
True
Is there a dumpster or dump trailer for the Gutter projects?
Neither
Do you handle Adjuster calls in CHI for Allstate?
No
Who is the Production Manager in Colorado?
Carey Jahnke - You can start tagging him in everything now too :)
In AJOT, the yellow “P” stands for.
In progress
How long does a Fascia, Sofits, or Wrap project typically take?
One day, barring any complications.
If a homeowner stops a Gutter build, we need to ask Stephanie to stop the drop. True or False?
False
What do you if it's a retail Job?
Delete it, there is no insurance company.
Who do you tag in a MSP Retail Service Call?
Daniel Adamez, James Clark, Jessica Kloss, Stephanie Sklenar, Project Mgr.
Legacy does not do Metal Roofs. True or False?
False, we do Metal Roofs.
What is a Soffit?
The finished underside of the eaves.
Is a leaf relief considered a Gutter project with Legacy?
Yes
What markets are we doing estimates in?
CHI, OMA, DEN, & if time MN
What are all the questions you ask a homeowner before you open a Service Call? Name all 5.
1. What is the issue? What Trade did Legacy perform at the home? Is it an active or an older issue, and how long has this been happening?
2. Where is the issue? i.e. front, back, right, or left elevation; interior or exterior issue; first or second story?
3. How severe is it?
-If it is an active leak, call the Production Managers directly.
4. Do you have any pictures you can send us?
-If they want to text the pictures, please send the pictures to the Sales Rep responsible for the file.
5. Who is the best person to contact? What is the best method of contacting them?
-If it’s the primary number in Acculynx, no need to post the number, but if it’s a different contact name and number post that information in the Acculynx Service Call.
HO's Question: “Can I let my dogs outside while the crew is working?”
Yes you can let your dogs out. I will let your job site supervisor know you have dogs so the crew will be cautious during your project.” Example Acculynx post below: (Also update the job sheet in the “Notes” section that HO has a dog.)
What kind of vinyl siding is vertical?
Board and batten
HO asks: Question: “When will the Gutter crew arrive?” - What should you be saying back?
Unfortunately, I do not have a specific time the Gutter crew will arrive. The Gutter crews go from job site to job site throughout the day and will arrive anytime between sunup and sundown.
Where do you find the D&E on Acculynx
In the Document under Homeowner
Name 10 of the 12 Job Site Supervisors
Brent Murphy, Bryan Olson, Duane Giguere, Gabe Hendrickson, Garrett Pargman, James Hanusek, John Annunziata, Joshua Munoz, Julio Melin Garcia, Macario Werder Lopez Palomo, Tristen Parker, William Bryan
HO's Question before Roofing project starts: “Why is there a lean on my house?"
What's your answer?
We have not filed a lien or a prelien on your home. We have registered a Commencement to Work notice with Iowa Secretary of State. We were instructed to do this by our lawyers as we do not pull building permits for our projects. Once your account has a zero balance, we upload a final pay affidavit to the Secretary of State and withdraw the commencement.
Does the Siding crew put cables behind the siding with Legacy?
No
What Types of Gutter Materials Are Available? There are 4, name 2.
Aluminum, Copper, Vinyl, Steel
What is State Farm's number?
844.458.4300
866-787-8676