BGG BEST PRACTICES
SALESFORCE GO!
REWORK (DOES NOT) MAKE THE DREAMWORK
ESCALATION & SAFETY 2.0
DEVIL IS IN THE DETAILS
200
What is the best way to access Salesforce that give you accessible information?
Via the Internet (Safari, Chrome, etc.)
200
What is the best way to let the office know how many installers and how much time is needed for a job?
Add the info to the Scheduling section under ‘Numbers of Installers Needed’ and ‘Hours Needed for Installation’ fields
200
How do we ensure that customers are happy with our work?
Review it with them in person when complete, and leave your work area cleaner than you found it
200
What safety equipment is required when polishing mirrors?
Respirators
200
What is the name of the document that shows the installation diagram and hardware components in the DocuSign?
Shower Sheet
200
You are on a job site and you notice a razor blade in the driveway. What should you do?
Pick it up and dispose of it. Treat a job site like its your home, even if other contractors don’t!
200
If you are installing a remake, where can you find the original job information?
Under the opportunity, click on "Remake Opportunity” link
200
How do we ensure that glass to glass transom clips are straight when installed?
Tighten the screw and nut before installing onto the glass
200
How should glass cups be stored on site when not in use?
Back inside their case
200
When someone pays with a credit card, how much is the additional credit card fee?
3% Credit Card fee
200
Who is the company mascot?
200
What section of the Opportunity can you find which vendors we are using for a job?
Materials section
200
How do we stop doors from sagging over time?
Block in between the glass cutout and hinge
200
If you notice that a workplace situation is unsafe what should you do?
Immediately stop work, report it to the office, and discuss details to formulate a plan
200
When you see one hardware color on the DocuSign and a different color in the bathroom, what do you do?
Use the escalation procedure! (text Tom/C.J./Sue)
300
What are the 3 things you should do when a homeowner/contractor asks you a question?
1. Stop working - only if it is safe to do so!
2. Listen to what they are saying and try to use affirmative communication in your response
3. Make direct eye contact
300
What are the three final steps to closing out a job when installation is complete?
1. Move stage to "Closed Won - Pending Invoice"
2.Upload pictures of completed work
3. Add notes in job section
300
What is the ideal gap between a door and panel? (not including steam showers)
1/8”
300
What document will help you understand where the mistake occurred during an installation?
Installation sheets, the opening and glass sizes
300
For most customers, what are 2 things BGG requires before we order materials?
1. A SIGNED DOCUSIGN
2. 50% DEPOSIT PAYMENT
400
You are at lunch and someone notices the truck and asks about our services. What should you do?
1. Introduce yourself, tell them a little bit about the company
2. Give them a business card and refer them to our Instagram page
400
List the required steps you must take in Salesforce when you are scheduled to fabricate a mirror?
1. Find the cutting board tag in ShareinPix. Print if it’s too small to see.
2. Once complete, change the Fabrication Status to 'Fabrication Complete'.
3. Add Fabricated Material Notes where you staged the mirror along with your initials.
4. Cover the mirror with brown paper and write the address on the paper along with initials.
400
How much does it cost BGG for 2 guys to make a 1HR stop to re-block a shower door at a site 30 minutes away from the shop. Do not include Material costs.
$320
400
What is the proper angle for glass to be leaned at while being stored?
3° to 6°
400
1. Upload a picture of the check to the Opportunity in Salesforce
2. Make sure to include in your note that you received a check payment onsite
3. Give the check to the office immediately upon returning to the shop