Submit for Signature
How do you make sure the diagram is included in the contract?
Upload the diagram to the quote before submitting it for signature.
Which part of the Summary tab do you update with the homeowner and appointment info?
The Key Details section.
Is the process for scheduling a follow-up appointment the same as rescheduling one?
No. The steps are very similar, but it's important to specify the appointment type and subject to clearly indicate whether it is a new follow-up appointment or a rescheduled one.
What file category should you choose to upload the diagram before Submitting for Signature?
Select Sales/Construction – Diagram (DOCUSIGN) to upload the diagram.
From the Opportunity screen, what is the correct navigation process to access the Order?
From the Opportunity screen, click on the Quotes tab and double click the Quote ID. Then, on the Quote screen, select the Orders tab and double-click the Order ID to open the order.
When creating a blockout request, which button do you click to send it to your manager for approval?
You must click the 'Submit' button to send and submit your blockout request to your manager.
True or False: All relevant photos and supporting files must be uploaded to the quote prior to submission for signature.
False. All relevant photos, supporting files, and important notes should be uploaded and added directly to the Order, not the quote.
Within the Order, where should notes be entered to ensure proper documentation and visibility?
Navigate to the Details tab, locate the Timeline section, and click on "Enter a note" to enter any information.
When creating an appointment using the Quick Create: Appointment box, do you need to update the 'Source' to indicate the type of appointment?
No, you do not need to update the 'Source' when creating any kind of appointment.
What are the two available methods for completing the signature process, and how should you proceed based on whether you are physically present with the homeowner or not?
If you’re with the homeowner, click In Home. If they’re signing from somewhere else, click Remote.
What two things should you check before sending the order for manager approval?
Check the contract information and make sure the products and promos are correct under the Products tab.
True or False: The only place to view all of a homeowner’s booked appointments is under Appointments tab.
False. You can view all of the homeowner’s appointments both under the 'Appointments' tab and in the 'Timeline' tab.
What screen should you wait for to make sure the homeowner’s order is created?
Wait for the Thank You screen. Closing the window before then will stop the order from being made.
What do you do to let your sales manager know the job is ready for review and approval?
Click the "Rep Review Complete" button. This will notify your manager that the job is ready to be approved.
True or False: Time off requests submitted within 72 hours of the requested time will be automatically approved.
True. Requests submitted within 72 hours of the requested time off will be automatically approved.