Capital Info Site Quiz

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Questions and Answers

What action should be taken if a call, email, or SMS is received regarding Capital?

  • Forward the message to Simple Solutions.
  • Respond directly to the inquiry.
  • Ignore the communication.
  • Notify Management. (correct)

Who should be contacted for approval if an exception is requested regarding Capital's services?

  • Mike for approval.
  • Nick for approval. (correct)
  • Sarah for approval.
  • Anthony for approval. (correct)

What is the current status of Capital's services as of 8/1/23?

  • Services are available only for exceptions.
  • Services are being expanded.
  • Services are fully operational.
  • Services are temporarily suspended. (correct)

If an exception is requested for Capital, what should you do?

<p>Contact Nick or Anthony for approval. (D)</p> Signup and view all the answers

Which of the following should not be done if you receive communications related to Capital?

<p>Respond back to the sender. (A)</p> Signup and view all the answers

For a property measuring 4,000 sq ft, how much time should be scheduled for inspection?

<p>4 hours (A)</p> Signup and view all the answers

If a booking for Capital services is needed for a 2,800 sq ft property, what is the minimum booking duration?

<p>3.5 hours (C)</p> Signup and view all the answers

When calling ST to request schedule access, which name should be provided as the inspector's?

<p>Nick Morrow (A)</p> Signup and view all the answers

If a service for Capital is booked for 5 hours on the schedule, and not blocked, what actions are required?

<p>Call ST to request access (C)</p> Signup and view all the answers

Where can you find guidance on scheduling time for a property inspection that is larger than 3,500 sq ft?

<p>The guidance is one hour per 1,000 sq ft (D)</p> Signup and view all the answers

What is the policy regarding detached garages in the context of the provided information?

<p>Detached garages are only included if they are the only garage on the property. (D)</p> Signup and view all the answers

What is the process for handling Termite inspections?

<p>The Termite fee is billed separately and does not need to be added to the order initially. (D)</p> Signup and view all the answers

What is the correct course of action if a customer requests a Termite inspection?

<p>Inquire if the customer wants the Termite inspection with their home inspection. (A)</p> Signup and view all the answers

What specific change needs to be made to the inspection order when a termite inspection is added?

<p>Change the inspection type to &quot;Standard Residential Inspection with Termite Inspection&quot; and add the vendor &quot;Pinnacle Pest Protection&quot; (A)</p> Signup and view all the answers

What is the correct protocol when a client requests the services of a specific individual, who has been excluded from processing online orders?

<p>Direct the client to contact the individual directly for any further communication. (A)</p> Signup and view all the answers

When a communication about Capital is received, what is the first action that should be taken?

<p>Text Nick and ask for further instructions. (B)</p> Signup and view all the answers

If a customer attempts to schedule a service for Capital, how should the scheduling be managed?

<p>The customer is asked to call Nick directly at his cell phone number. (B)</p> Signup and view all the answers

What specific pieces of information should be gathered and relayed to Nick via Google Voice when handling a Capital service request?

<p>Property address, type of multi-family property, and contact person. (C)</p> Signup and view all the answers

According to the guidelines, which specific communication method should not be used to manage Capital service scheduling directly?

<p>Email messages (C)</p> Signup and view all the answers

What is the typical duration of a service for Capital, that requires it to be worked into the schedule?

<p>Approximately 30 minutes or less. (D)</p> Signup and view all the answers

Flashcards

Capital Services Status

Capital's services are currently unavailable through Simple Solutions.

Reporting Capital Contact

When receiving a call, email, or SMS regarding Capital, immediately notify management.

Exception Approval (Nick)

Requests for exceptions to the Capital service pause must be approved by Nick.

Exception Approval (Anthony)

Once an exception is approved by Nick, Anthony must also approve it.

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Capital Service Availability

Capital's services are not available with Simple Solutions, except in specific cases.

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Minimum Booking Time (Small Properties)

For properties smaller than 3,500 square feet, schedule a minimum of 3.5 hours with Simple Solutions.

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Booking Time (Large Properties)

For properties larger than 3,500 square feet, adjust the booking time based on size.

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Contact Management about Capital

If you receive a communication about Capital, promptly notify management.

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Requesting Access to Capital

If you need to request access to Capital services, call 1-800-746-9464 and provide Nick Morrow's name.

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Detached Garage Cost

Detached garages are included without an extra fee if they are the only garage on the property.

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Termite Fee Billing

The termite inspection fee is not included in the order. You must inform the caller that the fee will be billed separately by a third party provider.

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Adding Termite Inspection

The termite inspection must be added to the order upon request from the caller. You must change the inspection type to "Standard Residential Inspection with Termite Inspection" and add "Pinnacle Pest Protection" as the third-party vendor.

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VA Loan Question

You must ask every caller if they are using a VA loan. Then, answer the question on the property information tab.

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Discount Rules

Only one discount is allowed per order. Round up the discount to the nearest dollar.

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Handling Capital Requests

Gather property details, contact info, and pass to Nick via Google Voice for scheduling. These appointments are typically 30 minutes or less.

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Exception Scheduling (Nick)

Nick handles scheduling for Capital exceptions, ensuring the appointments are brief and fit within the schedule.

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Requesting Capital Access (Call)

To request access to Capital services, tell the caller to contact 1-800-746-9464 and provide Nick Morrow's name.

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Study Notes

Capital Services Paused

  • Capital services are temporarily suspended, affecting Simple Solutions.
  • Management must be notified of any Capital-related communication (call, email, or SMS).
  • Exceptions require approval.
  • Contact Nick or Anthony for exception requests.
  • Effective August 1, 2023.
  • For calls/emails/SMS lasting over 4 hours or blocked on the schedule, contact ST at 1-800-746-9464, mentioning Nick Morrow's name.
  • For properties under 3,500 sq ft, book with ST for a minimum of 3.5 hours. Adjust for larger properties using a 1 hour per 1,000 sq ft rule of thumb. Contact Nick for duration questions.
  • Detached garages are included at no cost if the only garage on the property. Only 1 discount per order. Round up discounts to nearest dollar.
  • Online orders from a specific individual are handled by him personally.
  • The $125 termite fee is billed separately from the third-party vendor (Pinnacle Pest Protection). Inform the caller of this.
  • Ask callers if they want a termite inspection in addition to the home inspection.
  • Inquire if the caller is using a VA loan and note this on the property information tab.
  • When a termite inspection is added, change the inspection type to "Standard Residential Inspection with Termite Inspection" and add Pinnacle Pest Protection to the order.
  • Send an SMS to Nick when booking commercial inspections, specifying the duration.
  • Capital calls/emails/SMS should be routed to Nick for scheduling (typically 30 minutes or less).
  • Text Nick or call his cell (817-586-6664) to schedule Capital services.
  • Gather property address, type of multi-family (Duplex, Triplex, etc.), and contact person to pass along to Nick via Google Voice.

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