Podcast
Questions and Answers
What is the standard scheduled time for stand-alone services?
What is the standard scheduled time for stand-alone services?
During slower periods, what approach should be taken regarding deviated start times?
During slower periods, what approach should be taken regarding deviated start times?
What is the required action when scheduling a service that starts at 10 AM and ends at 1 PM?
What is the required action when scheduling a service that starts at 10 AM and ends at 1 PM?
What should be done with the extra online scheduler spot after the service day passes?
What should be done with the extra online scheduler spot after the service day passes?
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If a client wants a 10 AM start time but doesn't want anyone inside until 10 AM, what solution can be offered?
If a client wants a 10 AM start time but doesn't want anyone inside until 10 AM, what solution can be offered?
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What should you do if a client requests any deviated start time?
What should you do if a client requests any deviated start time?
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What is the latest acceptable start time without needing an additional scheduler spot?
What is the latest acceptable start time without needing an additional scheduler spot?
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Where should the agreed-upon solution to an inspection, like starting outside first be documented?
Where should the agreed-upon solution to an inspection, like starting outside first be documented?
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What is the primary requirement before scheduling an inspector for a second inspection in a day?
What is the primary requirement before scheduling an inspector for a second inspection in a day?
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When a client requests a 10 AM start time and does not want anyone inside until then, what is a possible solution?
When a client requests a 10 AM start time and does not want anyone inside until then, what is a possible solution?
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When scheduling a deviated start time that begins at 10AM for example and ends at 1PM, what action is required on the online scheduler?
When scheduling a deviated start time that begins at 10AM for example and ends at 1PM, what action is required on the online scheduler?
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During slower periods, what is the scheduling preference regarding later start times?
During slower periods, what is the scheduling preference regarding later start times?
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If there are requests with start times between 9 AM and 12 PM, how should they be handled?
If there are requests with start times between 9 AM and 12 PM, how should they be handled?
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What specific time at the end of the day is a stand alone service scheduled for?
What specific time at the end of the day is a stand alone service scheduled for?
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What information is required in the notes if an inspector arrives early to inspect the exterior but doesn't enter until the stated time?
What information is required in the notes if an inspector arrives early to inspect the exterior but doesn't enter until the stated time?
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What is the best course of action with a client requesting a later start time during the slower winter season?
What is the best course of action with a client requesting a later start time during the slower winter season?
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What should the inspector do if they cannot obtain access using the provided options?
What should the inspector do if they cannot obtain access using the provided options?
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When can inspectors access Opendoor homes without an appointment?
When can inspectors access Opendoor homes without an appointment?
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What name should be provided if the inspector's name is requested?
What name should be provided if the inspector's name is requested?
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What is the earliest time that inspections can start at the property located at 201 W Lancaster, Fort Worth TX 76102?
What is the earliest time that inspections can start at the property located at 201 W Lancaster, Fort Worth TX 76102?
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What should be mentioned as the company name when asked?
What should be mentioned as the company name when asked?
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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?
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?
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If a client selects 'Yes, I only want a quote or to see availability', what is the next step after contacting them?
If a client selects 'Yes, I only want a quote or to see availability', what is the next step after contacting them?
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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?
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?
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When beginning a chat with a client, what is the appropriate opening?
When beginning a chat with a client, what is the appropriate opening?
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If a chat client has not responded for more than 2 minutes, what should you do?
If a chat client has not responded for more than 2 minutes, what should you do?
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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?
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?
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What information should you send to Danny when you receive a request for a commercial inspection?
What information should you send to Danny when you receive a request for a commercial inspection?
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What additional service is required for ALL commercial inspections?
What additional service is required for ALL commercial inspections?
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What is the first-choice inspector assigned for every commercial inspection?
What is the first-choice inspector assigned for every commercial inspection?
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If Tarrant Roofing is unavailable, which company should be assigned as the second option for a commercial inspection?
If Tarrant Roofing is unavailable, which company should be assigned as the second option for a commercial inspection?
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What action should be taken before filling out the 'Fees' tab on the ISN order form for a commercial inspection?
What action should be taken before filling out the 'Fees' tab on the ISN order form for a commercial inspection?
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How many inspection slots would a commercial inspection that takes two inspectors all day occupy?
How many inspection slots would a commercial inspection that takes two inspectors all day occupy?
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When should the 'COMMERCIAL - Inspection Fee' be filled out in the ISN order form?
When should the 'COMMERCIAL - Inspection Fee' be filled out in the ISN order form?
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If scheduling a commercial inspection after 9 PM EST, what additional step should be taken?
If scheduling a commercial inspection after 9 PM EST, what additional step should be taken?
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If a client has a complaint about their inspection, what form should be used to respond?
If a client has a complaint about their inspection, what form should be used to respond?
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Under what circumstances can a client be offered Flex Fund?
Under what circumstances can a client be offered Flex Fund?
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Who must approve any requests to deviate from the original 8am start time of an inspection?
Who must approve any requests to deviate from the original 8am start time of an inspection?
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For which services MUST payment be taken at the time of booking?
For which services MUST payment be taken at the time of booking?
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What is a rule regarding scheduling a second inspection for the day for any inspectors?
What is a rule regarding scheduling a second inspection for the day for any inspectors?
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What is the earliest time that inspections can start for condos at the property located at 201 W Lancaster, Fort Worth TX 76102?
What is the earliest time that inspections can start for condos at the property located at 201 W Lancaster, Fort Worth TX 76102?
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When should additional services be proactively offered to a client?
When should additional services be proactively offered to a client?
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What should you do before scheduling if a client is using a VA loan?
What should you do before scheduling if a client is using a VA loan?
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What information should be included when calculating the total square footage of a house for an inspection?
What information should be included when calculating the total square footage of a house for an inspection?
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What is the first step to take when you realize a property is unusually large?
What is the first step to take when you realize a property is unusually large?
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If rescheduling an inspection with another inspector, what must be re-confirmed?
If rescheduling an inspection with another inspector, what must be re-confirmed?
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If a home has two or more stories, what action regarding Tarrant Roofing is mandatory?
If a home has two or more stories, what action regarding Tarrant Roofing is mandatory?
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What is the required method to contact Tarrant Roofing after 3pm EST on a Friday for a weekend inspection?
What is the required method to contact Tarrant Roofing after 3pm EST on a Friday for a weekend inspection?
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What action should be taken if the inspector's emails have already been sent and Tarrant needs to be added?
What action should be taken if the inspector's emails have already been sent and Tarrant needs to be added?
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What specific tests are required for VA loans if a property has a septic system or well?
What specific tests are required for VA loans if a property has a septic system or well?
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For VA loans, regarding detached structures, what is the company's policy on termite inspections?
For VA loans, regarding detached structures, what is the company's policy on termite inspections?
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What is the general recommendation regarding termite inspections on new construction homes?
What is the general recommendation regarding termite inspections on new construction homes?
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If a client mentions that a builder form is needed, what should you do?
If a client mentions that a builder form is needed, what should you do?
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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?
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?
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What should you inform the potential client when they say they will call back later?
What should you inform the potential client when they say they will call back later?
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If assigned an incomplete order, what follow-up action is required?
If assigned an incomplete order, what follow-up action is required?
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If a client wishes to not sign the service agreement that includes 3rd party services, what alternative can be offered?
If a client wishes to not sign the service agreement that includes 3rd party services, what alternative can be offered?
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What is the standard scheduled booking time for all standalone inspections with Semper inspectors, if no approval from Danny is acquired?
What is the standard scheduled booking time for all standalone inspections with Semper inspectors, if no approval from Danny is acquired?
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When booking a re-inspection of major systems, what consideration should be made?
When booking a re-inspection of major systems, what consideration should be made?
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When should bundles be mentioned to a caller?
When should bundles be mentioned to a caller?
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After selecting a bundle, which action must you take to apply pricing?
After selecting a bundle, which action must you take to apply pricing?
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If a 'Termite Inspection' fee is normally $199, under what condition would it be set to $99.50?
If a 'Termite Inspection' fee is normally $199, under what condition would it be set to $99.50?
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Which tool is primarily used to offer bundled deals?
Which tool is primarily used to offer bundled deals?
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How should you adjust a price if a bundle is selected which also includes an individual termite inspection request?
How should you adjust a price if a bundle is selected which also includes an individual termite inspection request?
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Who should clients contact for questions about their 14-month home warranty?
Who should clients contact for questions about their 14-month home warranty?
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How can a client purchase a 14-month home warranty?
How can a client purchase a 14-month home warranty?
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How could a client gain two free months of coverage with their 14-Month Home Warranty?
How could a client gain two free months of coverage with their 14-Month Home Warranty?
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Besides phone and internet, what other services can Home Service Essentials assist clients with?
Besides phone and internet, what other services can Home Service Essentials assist clients with?
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What does Home Service Essentials offer at no charge to the client?
What does Home Service Essentials offer at no charge to the client?
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What is a benefit of setting up internet and TV services through Home Service Essentials?
What is a benefit of setting up internet and TV services through Home Service Essentials?
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Ideally, when should clients schedule their Home Service Essentials appointments before closing?
Ideally, when should clients schedule their Home Service Essentials appointments before closing?
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What is the primary method offered for filing a claim for 14-Month Home Warranty policy holders?
What is the primary method offered for filing a claim for 14-Month Home Warranty policy holders?
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Flashcards
Deviated Start Times
Deviated Start Times
Scheduling services at a time other than 5:30 PM.
Slow Time
Slow Time
A period where there are fewer requests for services.
Stand-alone Service
Stand-alone Service
A service that is scheduled independently from other services.
Adding Online Scheduler Spots
Adding Online Scheduler Spots
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Online Scheduler
Online Scheduler
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Afternoon Service
Afternoon Service
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Service Start Time
Service Start Time
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Offering Early Arrival with Outside Start
Offering Early Arrival with Outside Start
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Inspector Scheduling Rule
Inspector Scheduling Rule
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Deleting Added Scheduler Spots
Deleting Added Scheduler Spots
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Additional Services
Additional Services
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Client Preference for Later Start Times
Client Preference for Later Start Times
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Approving Deviated Start Times During Off-Season
Approving Deviated Start Times During Off-Season
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Opendoor Inspection Access
Opendoor Inspection Access
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Condo Inspection Start Time
Condo Inspection Start Time
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Inspector Identification
Inspector Identification
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Listing Agent Contact
Listing Agent Contact
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Opendoor Inspection Company
Opendoor Inspection Company
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Inspector Order
Inspector Order
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Base Price
Base Price
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ISN Order Form
ISN Order Form
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Slots
Slots
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Total Square Footage
Total Square Footage
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Ancillary Services
Ancillary Services
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Deviating From Start Time
Deviating From Start Time
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Flex Fund
Flex Fund
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Property Access
Property Access
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Complaints Regarding Inspections
Complaints Regarding Inspections
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Complaints Regarding Warranties
Complaints Regarding Warranties
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Offering Additional Services
Offering Additional Services
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Large Property Time Estimate
Large Property Time Estimate
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Second Home Inspector
Second Home Inspector
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Tarrant Roofing Confirmation
Tarrant Roofing Confirmation
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Tarrant Office Hours
Tarrant Office Hours
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VA Loan Inspection Requirements
VA Loan Inspection Requirements
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Detached Structure Inspection
Detached Structure Inspection
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New Construction Termite Inspection
New Construction Termite Inspection
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Builder Forms for New Construction
Builder Forms for New Construction
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Multi-Family Termite Inspection
Multi-Family Termite Inspection
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Email Quote Follow-Up
Email Quote Follow-Up
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Quote Follow Up Email
Quote Follow Up Email
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Opting Out of 3rd Party Services
Opting Out of 3rd Party Services
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Stand-Alone Inspection Booking
Stand-Alone Inspection Booking
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Well Bacteria Testing
Well Bacteria Testing
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Re-inspection Booking
Re-inspection Booking
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Termite Inspection Fee Adjustment
Termite Inspection Fee Adjustment
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Bundled Offers
Bundled Offers
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Deviating Start Times During Off-Season
Deviating Start Times During Off-Season
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14-Month Home Warranty
14-Month Home Warranty
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Home Service Essentials
Home Service Essentials
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Home Service Concierge
Home Service Concierge
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Scheduling Appointments Before Closing
Scheduling Appointments Before Closing
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Bundled Offers and Flex Fund
Bundled Offers and Flex Fund
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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.