Semper Fi Info Site Quiz
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Questions and Answers

What is the standard scheduled time for stand-alone services?

  • 9:00 AM
  • 12:00 PM
  • Anytime between 9 AM and 12 PM
  • 5:30 PM (correct)
  • During slower periods, what approach should be taken regarding deviated start times?

  • Approve them if they are reasonable. (correct)
  • Reschedule the stand-alone services for a later time.
  • Approve them only if the client agrees to an earlier starting time.
  • Reject them to maintain scheduling consistency.
  • What is the required action when scheduling a service that starts at 10 AM and ends at 1 PM?

  • Add an extra online scheduler spot for the afternoon, starting one hour after the morning inspection. (correct)
  • Request a client agree with an earlier start time of 9 AM
  • No additional action is needed for online scheduling.
  • Only start the inspection outside if the client requests.
  • What should be done with the extra online scheduler spot after the service day passes?

    <p>Delete it to avoid confusion. (C)</p> Signup and view all the answers

    If a client wants a 10 AM start time but doesn't want anyone inside until 10 AM, what solution can be offered?

    <p>Have the inspector start outside at 9 or 9:30 AM and go inside at 10 AM. (B)</p> Signup and view all the answers

    What should you do if a client requests any deviated start time?

    <p>Approve deviated start times if they make sense. (B)</p> Signup and view all the answers

    What is the latest acceptable start time without needing an additional scheduler spot?

    <p>9 AM (B)</p> Signup and view all the answers

    Where should the agreed-upon solution to an inspection, like starting outside first be documented?

    <p>In the notes section for the inspector. (C)</p> Signup and view all the answers

    What is the primary requirement before scheduling an inspector for a second inspection in a day?

    <p>The inspector must have completed at least one inspection that day. (A)</p> Signup and view all the answers

    When a client requests a 10 AM start time and does not want anyone inside until then, what is a possible solution?

    <p>Offer that the inspector arrives earlier to inspect the exterior, and enter at 10 AM. (A)</p> Signup and view all the answers

    When scheduling a deviated start time that begins at 10AM for example and ends at 1PM, what action is required on the online scheduler?

    <p>Add another online scheduler spot that starts an hour after the inspection ends but remove it after the day passes. (B)</p> Signup and view all the answers

    During slower periods, what is the scheduling preference regarding later start times?

    <p>Later start times are not a problem and should be approved. (A)</p> Signup and view all the answers

    If there are requests with start times between 9 AM and 12 PM, how should they be handled?

    <p>Requests between 9 AM and 12 PM are acceptable and should be approved. (A)</p> Signup and view all the answers

    What specific time at the end of the day is a stand alone service scheduled for?

    <p>5:30pm (A)</p> Signup and view all the answers

    What information is required in the notes if an inspector arrives early to inspect the exterior but doesn't enter until the stated time?

    <p>The exact time the inspector can go inside. (D)</p> Signup and view all the answers

    What is the best course of action with a client requesting a later start time during the slower winter season?

    <p>Approve the start time without further action. (A)</p> Signup and view all the answers

    What should the inspector do if they cannot obtain access using the provided options?

    <p>Reach out directly to the Listing Agent (C)</p> Signup and view all the answers

    When can inspectors access Opendoor homes without an appointment?

    <p>Every day between 6am and 9pm (D)</p> Signup and view all the answers

    What name should be provided if the inspector's name is requested?

    <p>Danny Smith (B)</p> Signup and view all the answers

    What is the earliest time that inspections can start at the property located at 201 W Lancaster, Fort Worth TX 76102?

    <p>9am (C)</p> Signup and view all the answers

    What should be mentioned as the company name when asked?

    <p>Semper Fi Home Inspections (D)</p> Signup and view all the answers

    After receiving an 'Order is Started' email, how long should you typically wait before following up if the 'Order is Completed' email has not been received?

    <p>20-30 minutes (A)</p> Signup and view all the answers

    If a client selects 'Yes, I only want a quote or to see availability', what is the next step after contacting them?

    <p>Set the inspector to 'Quote Only' if they don't book (A)</p> Signup and view all the answers

    What action should you take if you do not receive an 'Order is Completed' email within 20-30 minutes after an 'Order is Started' email?

    <p>Contact the person who started the order to confirm and finalize (A)</p> Signup and view all the answers

    When beginning a chat with a client, what is the appropriate opening?

    <p>&quot;Thank you for contacting Semper Fi Home Inspections, this is --- How may I assist you today?&quot; (D)</p> Signup and view all the answers

    If a chat client has not responded for more than 2 minutes, what should you do?

    <p>Reach out to confirm they are still there, saying something like 'I have not heard from you, are you still with me'. (A)</p> Signup and view all the answers

    After sending the 'I have not heard from you' message, what action should be taken if the client doesn't respond within an additional 2 minutes?

    <p>End the chat, stating 'Due to no response I will need to end this chat, if you wish to chat with us further feel free to reach out here or contact us directly by calling 682-351-2267' (A)</p> Signup and view all the answers

    What information should you send to Danny when you receive a request for a commercial inspection?

    <p>The OID, client's name, email, and phone number (D)</p> Signup and view all the answers

    What additional service is required for ALL commercial inspections?

    <p>3rd party commercial roofing inspection (A)</p> Signup and view all the answers

    What is the first-choice inspector assigned for every commercial inspection?

    <p>Tarrant Roofing (C)</p> Signup and view all the answers

    If Tarrant Roofing is unavailable, which company should be assigned as the second option for a commercial inspection?

    <p>ProCo Roofing (B)</p> Signup and view all the answers

    What action should be taken before filling out the 'Fees' tab on the ISN order form for a commercial inspection?

    <p>Calculate a Preliminary Quote and receive approval from Management (D)</p> Signup and view all the answers

    How many inspection slots would a commercial inspection that takes two inspectors all day occupy?

    <p>4 slots (C)</p> Signup and view all the answers

    When should the 'COMMERCIAL - Inspection Fee' be filled out in the ISN order form?

    <p>When the price is auto-calculated in blue after selecting from a drop-down menu (D)</p> Signup and view all the answers

    If scheduling a commercial inspection after 9 PM EST, what additional step should be taken?

    <p>Contact Leland to determine the best inspector to schedule with. (B)</p> Signup and view all the answers

    If a client has a complaint about their inspection, what form should be used to respond?

    <p>Customer Service Form (B)</p> Signup and view all the answers

    Under what circumstances can a client be offered Flex Fund?

    <p>When the client bundles services totaling $500 or more. (D)</p> Signup and view all the answers

    Who must approve any requests to deviate from the original 8am start time of an inspection?

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

    For which services MUST payment be taken at the time of booking?

    <p>Re-Inspections &amp; Repair Verification (A)</p> Signup and view all the answers

    What is a rule regarding scheduling a second inspection for the day for any inspectors?

    <p>Inspectors need to have completed one full inspection before being assigned a second, unless specifically requested. (B)</p> Signup and view all the answers

    What is the earliest time that inspections can start for condos at the property located at 201 W Lancaster, Fort Worth TX 76102?

    <p>9:00 AM (A)</p> Signup and view all the answers

    When should additional services be proactively offered to a client?

    <p>Never, unless specifically requested by the client. (C)</p> Signup and view all the answers

    What should you do before scheduling if a client is using a VA loan?

    <p>Inform them that a Termite Inspection would be required. (A)</p> Signup and view all the answers

    What information should be included when calculating the total square footage of a house for an inspection?

    <p>The total square footage including any unfinished basement square footage. (B)</p> Signup and view all the answers

    What is the first step to take when you realize a property is unusually large?

    <p>Reach out to the assigned inspector to discuss the potential need for additional time. (C)</p> Signup and view all the answers

    If rescheduling an inspection with another inspector, what must be re-confirmed?

    <p>The need for a Tarrant Roofing inspection if applicable. (B)</p> Signup and view all the answers

    If a home has two or more stories, what action regarding Tarrant Roofing is mandatory?

    <p>Contact the inspector to determine if Tarrant will be required and follow procedures for adding 3rd party roofing (A)</p> Signup and view all the answers

    What is the required method to contact Tarrant Roofing after 3pm EST on a Friday for a weekend inspection?

    <p>Call Tarrant's office directly to confirm the appointment. (B)</p> Signup and view all the answers

    What action should be taken if the inspector's emails have already been sent and Tarrant needs to be added?

    <p>Manually send the email to request the Tarrant inspection, using the order's blue action button. (B)</p> Signup and view all the answers

    What specific tests are required for VA loans if a property has a septic system or well?

    <p>A termite inspection, septic test and well water test if present on the property. (A)</p> Signup and view all the answers

    For VA loans, regarding detached structures, what is the company's policy on termite inspections?

    <p>Termite inspections of detached structures are always required, even if client does not include it from the inspection. (A)</p> Signup and view all the answers

    What is the general recommendation regarding termite inspections on new construction homes?

    <p>Termite inspections are usually not recommended due to the low probability of an infestation. (D)</p> Signup and view all the answers

    If a client mentions that a builder form is needed, what should you do?

    <p>Have them email the form to <a href="mailto:[email protected]">[email protected]</a>. (B)</p> Signup and view all the answers

    When dealing with termite inspections for multi-family homes, what action should be taken if the inspection does not get scheduled, after moving it to an inspector to see the distance?

    <p>Move it back to quote only. (D)</p> Signup and view all the answers

    What should you inform the potential client when they say they will call back later?

    <p>All spots are first come first serve. (D)</p> Signup and view all the answers

    If assigned an incomplete order, what follow-up action is required?

    <p>Send a follow up quote email the next day including a $20 coupon. (C)</p> Signup and view all the answers

    If a client wishes to not sign the service agreement that includes 3rd party services, what alternative can be offered?

    <p>Send them a service agreement without the 3rd party service providers. (D)</p> Signup and view all the answers

    What is the standard scheduled booking time for all standalone inspections with Semper inspectors, if no approval from Danny is acquired?

    <p>5:30 pm (B)</p> Signup and view all the answers

    When booking a re-inspection of major systems, what consideration should be made?

    <p>Only re-inspect whichever specific major system was off, noting that in the order. (D)</p> Signup and view all the answers

    When should bundles be mentioned to a caller?

    <p>Only when the caller specifically asks about bundles. (B)</p> Signup and view all the answers

    After selecting a bundle, which action must you take to apply pricing?

    <p>Select 'Apply Pricing' within the pricing box. (C)</p> Signup and view all the answers

    If a 'Termite Inspection' fee is normally $199, under what condition would it be set to $99.50?

    <p>When a Silver bundle is selected and 'Do you need a termite inspection?' is set to YES. (A)</p> Signup and view all the answers

    Which tool is primarily used to offer bundled deals?

    <p>The online scheduler and automated upgrade offers. (C)</p> Signup and view all the answers

    How should you adjust a price if a bundle is selected which also includes an individual termite inspection request?

    <p>Set the termite inspection fee to $99.50 (B)</p> Signup and view all the answers

    Who should clients contact for questions about their 14-month home warranty?

    <p>Residential Warranty Services (RWS) (D)</p> Signup and view all the answers

    How can a client purchase a 14-month home warranty?

    <p>Through a link on the Semper Fi Home Inspections website. (D)</p> Signup and view all the answers

    How could a client gain two free months of coverage with their 14-Month Home Warranty?

    <p>If Semper Fi Home Inspections performs their home inspection. (A)</p> Signup and view all the answers

    Besides phone and internet, what other services can Home Service Essentials assist clients with?

    <p>Home Security, Electricity, and Municipal Utilities. (C)</p> Signup and view all the answers

    What does Home Service Essentials offer at no charge to the client?

    <p>A concierge service to find the best rates on home services. (D)</p> Signup and view all the answers

    What is a benefit of setting up internet and TV services through Home Service Essentials?

    <p>Lower rates than competitors and additional incentives. (A)</p> Signup and view all the answers

    Ideally, when should clients schedule their Home Service Essentials appointments before closing?

    <p>3-7 days before closing (A)</p> Signup and view all the answers

    What is the primary method offered for filing a claim for 14-Month Home Warranty policy holders?

    <p>Using the website <a href="http://www.residentialwarrantyservices.com">www.residentialwarrantyservices.com</a> (C)</p> Signup and view all the answers

    Flashcards

    Deviated Start Times

    Scheduling services at a time other than 5:30 PM.

    Slow Time

    A period where there are fewer requests for services.

    Stand-alone Service

    A service that is scheduled independently from other services.

    Adding Online Scheduler Spots

    Adding extra scheduling slots for potential later start times.

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    Online Scheduler

    An online tool for scheduling services.

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    Afternoon Service

    The period between the end of a morning service and the start of an afternoon service.

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    Service Start Time

    The time when a service starts.

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    Offering Early Arrival with Outside Start

    Allowing an inspector to arrive early and start outside the house, avoiding entry until the client's preferred time.

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    Inspector Scheduling Rule

    Inspectors must have at least one inspection scheduled for the day before they can be assigned a second one.

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    Deleting Added Scheduler Spots

    Ensuring that the added online scheduler spots for deviated start times are removed after the day is over.

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    Additional Services

    A type of inspection, like a termite or sewer inspection, that is not included in a standard home inspection.

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    Client Preference for Later Start Times

    When clients want to start the inspection at a later time, but may accept the inspector arriving earlier to prepare outside.

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    Approving Deviated Start Times During Off-Season

    The practice of approving deviated start times during slower periods, like winter, to avoid losing clients to competitors.

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    Opendoor Inspection Access

    The process of gaining access to an Opendoor property for a home inspection.

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    Condo Inspection Start Time

    A special rule for condo inspections at a specific Opendoor property in Fort Worth, Texas.

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    Inspector Identification

    An inspector's unique identification that must be provided when requesting access to an Opendoor property.

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    Listing Agent Contact

    The primary contact for scheduling inspections and resolving access issues.

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    Opendoor Inspection Company

    The company responsible for conducting home inspections for Opendoor properties.

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    Inspector Order

    Tarrant Roofing is the primary inspector, followed by ProCo Roofing as a second option, then Dustin Allen or Humberto Contreras as backup.

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    Base Price

    The initial cost estimate for the inspection, excluding additional services.

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    ISN Order Form

    Fill out the ISN order form with the available information, leaving the fees blank until after calculating a preliminary quote and receiving approval from management.

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    Slots

    The number of home inspection slots that a commercial inspection would occupy.

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    Total Square Footage

    The total square footage of the property, accounting for unfinished basements.

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    Ancillary Services

    Any additional services requested by the client, such as termite inspections, well water testing, or sewer camera inspections.

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    Deviating From Start Time

    Any deviation from the original start time of 8am must be approved by Danny, not by the inspector.

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    Flex Fund

    A fund offered to incentivize clients to bundle services or spend over $500, subject to the order total being at least $500.

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    Property Access

    Access to a property requires checking for approved or requested access through ShowingTime, BrokerBay, etc., and cancelling the access request after the inspection.

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    Complaints Regarding Inspections

    Use the ISN template 'Notices of complaint received - Customer Service Form' and send it to the client/agent.

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    Complaints Regarding Warranties

    Direct the client to the Warranties page for information on warranty-related complaints.

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    Offering Additional Services

    Do not proactively offer additional services to clients who call in for a quote or booking. Instead, direct them to the confirmation email for information on additional services.

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    Large Property Time Estimate

    If the property is larger than usual, reach out to the inspector and ask about an extended time estimate.

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    Second Home Inspector

    Adding a second home inspector is Danny's decision, not the scheduler's.

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    Tarrant Roofing Confirmation

    When rescheduling an inspection with a different inspector, confirm if Tarrant Roofing is still needed.

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    Tarrant Office Hours

    Tarrant's office closes at 3 pm EST on Fridays, so contact them directly before this time for weekend inspections.

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    VA Loan Inspection Requirements

    VA loans always require a termite inspection and additional inspections like septic and well if present.

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    Detached Structure Inspection

    Even without a separate inspection request, VA loans require a termite inspection of detached structures.

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    New Construction Termite Inspection

    New constructions should recommend against termite inspections, but they can be added if clients request or a VA loan is used.

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    Builder Forms for New Construction

    Builder Forms are sometimes needed for New Construction Inspections, so request the form from the client via email.

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    Multi-Family Termite Inspection

    For Multi-Family Homes, move termite inspections that won't be scheduled back to Quote Only.

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    Email Quote Follow-Up

    Always try to get an email address and send the quote via email after the phone call.

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    Quote Follow Up Email

    Send a Quote Follow Up Email with a $20 coupon to clients who haven't signed the service agreement.

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    Opting Out of 3rd Party Services

    Clients can opt out of 3rd party service providers by asking for an agreement without them.

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    Stand-Alone Inspection Booking

    All standalone inspections with Semper Inspectors are booked at 5:30 pm, with approval needed from Danny for earlier times.

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    Well Bacteria Testing

    Stand-Alone Well Bacteria Testing is only available Monday-Thursday and has a separate Fee Line.

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    Re-inspection Booking

    Re-inspections, Repair Verification Inspections, and Clear Termite Reports are booked at 5:30 pm with Danny's approval needed for earlier times.

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    Termite Inspection Fee Adjustment

    If the 'Termite Inspection' fee is listed as $199, change it to $99.50 when a bundle is selected and the client wants a termite inspection.

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    Bundled Offers

    When a client requests a bundle, use the online scheduler and automated upgrade offers to present the bundle options without mentioning them verbally.

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    Deviating Start Times During Off-Season

    During slow periods (like winter), consider approving deviated start times to avoid losing clients to competitors.

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    14-Month Home Warranty

    A 14-month home warranty that provides coverage for repairs to various home systems and appliances. Clients can extend the warranty beyond the initial 12 months by purchasing it from Semper Fi Home Inspections.

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    Home Service Essentials

    A third-party service that partners with Semper Fi to offer clients discounted rates on various home services like TV, internet, phone, home security, electricity, and municipal utilities.

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    Home Service Concierge

    A free service provided to clients who purchase a home inspection from Semper Fi. They can set up services with Home Service Essentials to get the best rates on various home services.

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    Scheduling Appointments Before Closing

    A scheduling window designed to allow for a smooth transition for clients who are closing on a home. The recommendation is to set up appointments 3-7 days before closing, allowing for a seamless transfer of services.

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    Bundled Offers and Flex Fund

    The practice of offering bundled services to clients to incentivize them to spend more. Clients who spend over $500 are eligible for a Flex Fund, which encourages them to combine services for a better deal.

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    Study Notes

    Inspection Scheduling Guidelines

    • Inspectors must complete at least one inspection per day.
    • Schedule additional inspections for inspectors scheduled for multiple inspections.
    • Approve flexible start times for inspections. A 9am to 12pm start time is acceptable and later start times are usually acceptable during slow inspection demand.
    • If an inspection starts between 10am and 1pm, schedule another online appointment spot the same day, at least an hour after the morning's inspection concludes.
    • Delete the online appointment spot for the subsequent weeks.
    • Inspectors can arrive early and begin exterior work when clients require a later start time.
    • Document any arrangements for delayed entry into a property.
    • Prioritize approving later start times during slow periods to avoid losing clients.
    • If not in ShowingTime, contact Broker Bay before the listing agent.
    • Follow instructions on the door or call/text 214-378-3667 for a unique code to access the property.
    • Inspectors can access Opendoor homes without an appointment from 6am-9pm daily.
    • Provide the name Danny Smith or license #10581 when asked for the inspector's name.
    • State "Semper Fi Home Inspections" when asked for the company name.
    • Call the listing agent if access cannot be obtained by other methods.
    • For condos at 201 W Lancaster, Fort Worth TX 76102, inspections must start at 9am regardless of ShowingTime approval.
    • Access is not permitted prior to 9am for these condos.
    • Wait 20-30 minutes after receiving "Order is Started" email for "Order is Completed" email.
    • If "No, I am scheduling" is selected, verify details, add listing agent, schedule access, book inspection, and SMS confirmation.
    • If "Yes, I only want a quote or to see availability," follow up with the person who started the order. Change to "Quote Only" if they don't wish to book.
    • Follow up to confirm if the "Order is Completed" email does not arrive.
    • Include client name, email, and phone number in the quote before sending to Danny.
    • Start commercial inspection orders in ISN for today's date, marked as "Quote Only."
    • Send requested commercial inspection information to Danny (OID) for pricing confirmation via SMS.
    • Assign Tarrant Roofing as the initial commercial inspector; if unable, use ProCo, then Dustin Allen, then Humberto Contreras.
    • If a commercial inspection takes an entire day for one inspector, use 2 slots. If it takes an inspector a full day, use 4 slots.
      • Add appropriate square footage for office space or other non-standard property features.
    • For scheduling after 9pm EST, contact Leland to determine assigned inspector for optimal drive times.
    • Check for any refund requests.
    • Cancel access requests in ShowingTime, BrokerBay, etc. when applicable.
    • Use the ISN template "Notices of complaint received - Customer Service Form" for client/agent complaints about inspections or inspectors.
    • Use the Warranties page for warranty complaints.
    • Collect payment at time of booking for standalone services (Well, Termite, Sewer, Clear Termite Report, Re-inspections, Repair Verification).
    • Ensure all inspectors have at least one inspection scheduled before assigning a second inspection, unless specific request.
    • For inspections going past 1pm, afternoon inspections may still be scheduled, but require Danny's approval to account for drive time.
    • For 201 W Lancaster condos, access is not permitted prior to 9am.
    • Check additional services on the order form (no proactive additional service offers during initial calls).
    • Ask about VA loans; termite, septic, and well inspections are required.
    • Do not mention bundles while booking unless the caller specifically asks about them.
    • Warranty Services: All claims and questions regarding warranties should be directed to Residential Warranty Services (RWS). Semper Fi Home Inspections does not service the 90-day or 14-month warranties and cannot answer questions about claims or coverage. Direct clients to RWS for further assistance.

    Standalone Services

    • Schedule standalone services (e.g., termite inspections, sewer scopes) at 5:30 pm.
    • Standalone well bacteria testing is only available Mon-Thurs.
    • Collect fees for re-inspections, repair verification, or clear termite reports at time of booking.
    • For re-inspections/clear termite reports specify the number of items, areas, etc., and note circumstances.
    • Schedule standalone re-inspections/clear termite reports at 5:30pm, and allow for 8am-4pm inspection if no buyer/agent plans to attend.

    Additional Information

    • Add unfinished basement square footage to the total and include outbuildings (garages, sheds) in the inspection.
    • Manually adjust inspection time based on outbuilding requirements.
    • Scan key areas for issues like leaks, overheating water heaters, etc.
    • Thermal imaging is limited and not a complete scan, but use it to check for issues.
    • For properties over 4,000 sqft, contact the inspector about additional time needed.
      • Do not double-inspectors - this is a decision for Danny.
    • Reschedule inspections (including possible Tarrant requirements) carefully if needed.
    • If Tarrant is needed, call to confirm appointment scheduling.
    • Builder forms may be required (send to [email protected]).
    • Multi-family termite inspections – move to "Quote Only" if not scheduled.
    • Do not hold spots for scheduling calls.
    • Try to get email addresses whenever possible.
    • Send quotes via email following phone calls.
    • Send "Quote Follow Up Email" to incomplete cases the following day.
    • Offer service agreement without 3rd party options (if client requests).
    • Access water pressure at the exterior tap only.
    • Sewer cameras refer clients to plumbers for evaluation for further issues.
    • EPC or Texas Pest Control for specialized inspections (arrange access and verify).
    • Ensure client request all wanted services are included before start.
    • If "Termite Inspection" fee is $199, set it to $99.50 if a bundle is selected and the caller wants a termite inspection.
    • Home Service Essentials (HSE): Do NOT discuss Home Service Essentials with clients/agents; they should contact HSE directly for assistance.

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    Description

    This quiz covers the essential guidelines for scheduling inspections and standalone services. Learn about the requirements for inspectors, acceptable start times, and how to manage appointments effectively during busy and slow periods. Ensure your scheduling practices align with these important standards.

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