Halstead Info Site Quiz

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Questions and Answers

When should follow-up be conducted on an order?

  • If the order is for next day inspection.
  • Only on quotes that have been started. (correct)
  • On all orders, regardless of status.
  • Only if the order includes a detached garage.

What is the latest time agents or clients can be contacted regarding their inspection?

  • Up to 30 minutes after the start of the inspection.
  • Up to 30 minutes prior to the end of the inspection. (correct)
  • Up to 1 hour before the start of the inspection.
  • Any time before the inspection begins.

Under what condition is there no fee for a detached garage?

  • If it's part of a new construction.
  • If it is the only garage on the property. (correct)
  • If it's a single-car garage.
  • If the inspection is a follow up.

If a radon test is required, how is it handled?

<p>Only Bill can conduct Radon Testing, his name has to be added to the order. (B)</p> Signup and view all the answers

What must happen if a radon drop is required 48 hours prior to the inspection?

<p>Payment must be received. (C)</p> Signup and view all the answers

What primary information should be collected from a caller before contacting Bill via SMS?

<p>Caller's name, number and type of inspection requested. (D)</p> Signup and view all the answers

Why is it important to gather the caller's name, number, and type of inspection requested before contacting Bill via SMS?

<p>To ensure Bill has all necessary information to confirm pricing and schedule. (C)</p> Signup and view all the answers

What is the main purpose of sending an SMS to Bill after gathering caller information?

<p>To ensure Bill has client information and can confirm pricing and the schedule. (B)</p> Signup and view all the answers

What is implied by the phrase 'use the SMS template' in this context?

<p>Use a pre-existing format for an SMS for consistency and clarity. (D)</p> Signup and view all the answers

Besides gathering contact details, what should also be sent to Bill in the SMS?

<p>The specific type of inspection requested. (B)</p> Signup and view all the answers

Flashcards

Following Up On Quotes

Inspectors should only follow up on quotes they have started working on, not those they have not yet begun.

Next-Day Inspection Access

Inspectors are required to confirm access before scheduling an inspection for the next day, as sellers need 24 hours' notice.

Detached Garage Fee

There is no fee for inspecting a detached garage as long as it is the only garage on the property.

Radon Testing Service

Inspectors cannot offer radon testing as a stand-alone or add-on service. It is only available as part of a home inspection.

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Detached Building Fees

Any detached buildings, other than the only garage on the property, are subject to a fee for inspection.

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Gather Customer Info

When a customer calls to request an inspection, gather their name, phone number, and the type of inspection they need. This info is essential to send to Bill for pricing and scheduling.

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Text Bill the Info

After gathering customer info, send a text message to Bill. Include the customer's name, phone number, and the type of inspection requested.

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Bill's Role

Bill will review the inspection request and send a price quote to the customer. This includes the cost for the requested inspection type.

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Scheduling the Inspection

After the customer receives the price quote, they can confirm their appointment. This allows Bill to schedule the home inspection on the agreed-upon date.

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Confirm the Address

When scheduling the appointment, ensure the customer provides the address for the inspection. This will allow Bill to accurately coordinate the inspection time and location.

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Study Notes

Order Confirmation and Scheduling

  • Follow up on quotes that have already begun.
  • Confirm order submission and scheduling.
  • Gather caller's name, phone number, and type of inspection needed to send to Bill via SMS.

Inspection Timing

  • 10:00 AM EST is a possible start time.
  • Provide sellers with 24 hours' notice for next-day inspections.
  • Attend from inspection start to 30 minutes before the end.

Garage Fees

  • No fee for detached garages if they are the only one on the property.
  • Fee for other detached buildings.
  • This tool is exclusively for home inspections.

Radon Testing

  • Only Bill performs radon testing.
  • Add Bill to orders with radon included.
  • Radon testing must be paid for if done early (48 hours prior).
  • Friday radon drops will be picked up on Monday.
  • Schedule radon pickups with Bill in the morning, at least 48 hours after the drop-off.
  • Access outside of the inspection window is needed for radon drops and pickups.
  • Confirm pricing and schedule with Bill via SMS.

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