Our original product
Core
3rd story services
Not-Scheduled
Customer has a leak they patched
Job
New ticket opened but not scheduled
ServNew
Must be done on every email.
Encrypt
Our 2nd generation product
Modular
R&R
Not-Scheduled
Customer has not heard anything more than 3 days after their install was missed. You found a Missed Install email that was sent on the referenced date.
Urgent Reminder Missed Install
Customer has run into financial issues and wants to cancel their contract for now and they will renew it once their situation improves
ServCancel
These are used to provide an easy template for your emails.
Quick Parts
Our 3rd generation product
Versa
The area that your service is located in
Run Code
The customer was supposed to get a call about their service 2 days ago and the most recent note is the service email sent for their last call.
Callback 1
Customer called to find out when the installer is supposed to arrive.
ServInstall
This is attached to every email sent for a new ticket
Cover Sheet
DIY option which resembles a sponge
Foam
Indicates what areas each tech is servicing and how many jobs they can do
Run Set
Customer called to check on their service but they weren't scheduled. You then got them on the calendar for the following Monday.
Service
Customer needed a receipt
ServPay/Finance
The person on our contact list that we will never email.
Scott Garby
Requires a full gutter replacement
Gutter Hood
Return call policy
Normal policy is the end of the next business day but escalated issues, like callbacks or NCNS, would be same business day IF prior to 4pm local time.
Customer called because no one showed up for their installation
Missed Install
Customer needed to have their service rescheduled
ServFollowUp
These are the names of our other verticals
Leaf Home Safety Solutions, Leaf Home Water Solutions, Leaf Home Enhancements