Field Measure Tickets and Scope of Work

• Bray and Scarff offer field measurements to ensure the best install service
• Experienced technicians take photos and measurements of spaces related to unit installations during home visits
• Modifications are itemized on the Field Measure result and sent to stores daily
• Results are sent within 48 hours of receipt

Field Measure Tickets

• Field Measure tickets must include specific information for FM techs and the FM office
• The information ensures accurate pricing and measurements
• The following information are required:
• Customer's name as it reads in NetSuite
• Accurate ticket number to reference
• Full scope of work
• Accurate customer home address
• Accurate customer contact phone number
• Appropriate SKU number related to Field Measure (99503)

Scope of Work

• A full scope of work is helpful in the Field Measure process
• Offers explanations to look at and measure, appropriate information referring to the job
• Prevents missed expectations, confusion, delays with job pricing
• Full scope of work must contain:
• What the customer currently has
• What the customer is getting
• The party responsible for the work

Field Measure Tickets 99503

• It is imperative information is written into the ticket under SKU 99503
• The reports generated will contain all information and notes in the ticket
• 99053 lines can be used to break up information that can be added to the same ticket

Important Information to remember

• Tickets cannot be dated until field measure pricing is received and confirmed
• When multiple items require attention or additional information, dating the ticket is avoided until pricing is confirmed to avoid confusion
• If a second Field Measure is required, it must be scheduled with ScheduleJobs under a second ticket

Trim Ring Protocol 00403

• If a Stromberg Trim Ring is needed on a project it will be noted on the FM result under SKU 00403, often stating “Order when paid, prior to install”.
• When the customer has paid includes a trim ring, an email is sent to [email protected] to order the trim ring
• The email subject line must contain the customer last name, product ticket number, and note the order is paid and the trim ring is to be ordered
• Once the trim ring is in stock, an email must be sent to the store and salesman to confirm the order is okay to date
• Orders cannot be dated prior this confirmation email

Whit Protocol

• Some models will require electrical service
• Whether it be to run a new electrical line, changing breakers, upgrading the existing electrical line, or verifying existing electrical specifications.
• The electrician “Whit” may visit the job site to gather additional information, outside of what FM techs are able to gather
• A scope of work must include a statement that the customer is aware of a second trip by an electrician to negate confusions and delays
• It confirms the customer is okay with modifying their electric
• This additional measure service is at no additional charge, apart from the standard FM pricing.
• Whit can be sent out at the time of Field Measure WITH techs for a fee of $100.00

Service areas for Whit and Pro Homes

• WHIT is licensed to work in Maryland, Virginia and The District of Columbia
• Pro Homes is licensed to work in Maryland, Virginia and The District of Columbia

Virtual Field Measure (VFM)

• Allows some items to be priced with model numbers, photos, and descriptions of the customer's existing space
• Saves time on simple installs/drop offs
• Submit all VM information through JotForm for a trackable reference method

VFM requirements

• Accurately pricing Virtual Field Measures requires specific information
• Customer name
• Accurate Ticket number
• Photos and descriptions of spaces and install aspects in appropriate slots on JotForm
• Full and complete scope of work
• Customer's existing unit model number

Virtual Field Measurement for Drop Offs

• Drop off inquiries must be submitted through JotForm
• The information required is:
• Photos of parking area, route into home/space of drop off
• All model numbers being dropped off
• A description in the scope of work containing model numbers, drop off locations, pertinent project information

Reprice Inquiry

• Customers can occasionally change their mind or request for a reprice for additional options
• Send the email to [email protected] with:
• Customer LAST name and TICKET number ONLY in the subject line
• Description of the request
• Model numbers to be priced as it pertains to the customer's request
• Responses may take up to 48 hours
• Avoid additional emails regarding the same request to avoid inbox clutter and confusion

Schedule Jobs

• Projects need specific installers or personnel to complete the install
• "SCHEDULE JOBS" will be noted at the bottom of the Field Measure result
• Indicate the ticket must be sent to Schedule Jobs to date the job
• The email to Schedule Jobs needs to contain details about the individual to be sent to the jobsite and why

Emails

• Emails must include the customer's last name and FM ticket number in the subject
• Reprices, questions and inquiries, whit scheduling and trim ring orders
• schedulejobs@: Contains Schedule Job information in the body of the email is to be sent to schedulejobs@
• groupdelivery@: All general questions and concerns must be sent to groupdelivery@ with subject line that contains customer's last name and FM ticket