Podcast
Questions and Answers
Which of the following is true about customer tags?
Which of the following is true about customer tags?
- Customer tags are internal identifiers used to categorize customers (correct)
- Customer tags should be used for identifiers that are specific to a single job or estimate
- Customer tags are visible to the customers
- Customer tags are used to communicate with customers
What should be included in the customer notes?
What should be included in the customer notes?
- Private identifiers that categorize the customers
- Talking points that are relevant to the job (correct)
- Customer contact information
- Customer feedback and reviews
What is the purpose of using customer tags?
What is the purpose of using customer tags?
- To communicate with customers
- To provide customers with relevant information
- To categorize customers based on their job or estimate
- To identify customers based on their characteristics (correct)
What is the most common checklist used for creating an estimate in HCP?
What is the most common checklist used for creating an estimate in HCP?
What is the first step in creating an estimate in HCP?
What is the first step in creating an estimate in HCP?
What service should you add under 'Services' when creating an estimate in HCP?
What service should you add under 'Services' when creating an estimate in HCP?
Which of the following is NOT a required picture to be requested from the technician when confirming a completed job?
Which of the following is NOT a required picture to be requested from the technician when confirming a completed job?
What is the main reason for contacting the technician through WhatsApp?
What is the main reason for contacting the technician through WhatsApp?
What information should be included in the pictures of the installed product tags?
What information should be included in the pictures of the installed product tags?
What is the purpose of requesting pictures from the technician after a completed job?
What is the purpose of requesting pictures from the technician after a completed job?
How many pictures are typically requested from the technician after a completed job?
How many pictures are typically requested from the technician after a completed job?
What information should be included in the tags of all installed products shown in the pictures?
What information should be included in the tags of all installed products shown in the pictures?
Where can you find leads that have already confirmed they want an appointment but are unsure of the date and time?
Where can you find leads that have already confirmed they want an appointment but are unsure of the date and time?
What happens if you send a message to a lead through a tool other than High Level and they respond?
What happens if you send a message to a lead through a tool other than High Level and they respond?
What type of leads will you find in the Trying to Schedule section?
What type of leads will you find in the Trying to Schedule section?
