Podcast
Questions and Answers
What action should be taken if a call, email, or SMS is received regarding Capital?
What action should be taken if a call, email, or SMS is received regarding Capital?
Who should be contacted for approval if an exception is requested regarding Capital's services?
Who should be contacted for approval if an exception is requested regarding Capital's services?
What is the current status of Capital's services as of 8/1/23?
What is the current status of Capital's services as of 8/1/23?
If an exception is requested for Capital, what should you do?
If an exception is requested for Capital, what should you do?
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Which of the following should not be done if you receive communications related to Capital?
Which of the following should not be done if you receive communications related to Capital?
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For a property measuring 4,000 sq ft, how much time should be scheduled for inspection?
For a property measuring 4,000 sq ft, how much time should be scheduled for inspection?
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If a booking for Capital services is needed for a 2,800 sq ft property, what is the minimum booking duration?
If a booking for Capital services is needed for a 2,800 sq ft property, what is the minimum booking duration?
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When calling ST to request schedule access, which name should be provided as the inspector's?
When calling ST to request schedule access, which name should be provided as the inspector's?
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If a service for Capital is booked for 5 hours on the schedule, and not blocked, what actions are required?
If a service for Capital is booked for 5 hours on the schedule, and not blocked, what actions are required?
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Where can you find guidance on scheduling time for a property inspection that is larger than 3,500 sq ft?
Where can you find guidance on scheduling time for a property inspection that is larger than 3,500 sq ft?
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What is the policy regarding detached garages in the context of the provided information?
What is the policy regarding detached garages in the context of the provided information?
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What is the process for handling Termite inspections?
What is the process for handling Termite inspections?
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What is the correct course of action if a customer requests a Termite inspection?
What is the correct course of action if a customer requests a Termite inspection?
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What specific change needs to be made to the inspection order when a termite inspection is added?
What specific change needs to be made to the inspection order when a termite inspection is added?
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What is the correct protocol when a client requests the services of a specific individual, who has been excluded from processing online orders?
What is the correct protocol when a client requests the services of a specific individual, who has been excluded from processing online orders?
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When a communication about Capital is received, what is the first action that should be taken?
When a communication about Capital is received, what is the first action that should be taken?
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If a customer attempts to schedule a service for Capital, how should the scheduling be managed?
If a customer attempts to schedule a service for Capital, how should the scheduling be managed?
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What specific pieces of information should be gathered and relayed to Nick via Google Voice when handling a Capital service request?
What specific pieces of information should be gathered and relayed to Nick via Google Voice when handling a Capital service request?
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According to the guidelines, which specific communication method should not be used to manage Capital service scheduling directly?
According to the guidelines, which specific communication method should not be used to manage Capital service scheduling directly?
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What is the typical duration of a service for Capital, that requires it to be worked into the schedule?
What is the typical duration of a service for Capital, that requires it to be worked into the schedule?
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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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Description
This notice informs about the temporary suspension of capital services affecting Simple Solutions. Management needs to be notified of any capital-related communications. Exception requests can be directed to Nick or Anthony, depending on the situation.