Podcast
Questions and Answers
When should an SMS be sent to Tod and Brandon regarding an inspection?
When should an SMS be sent to Tod and Brandon regarding an inspection?
- When there are any changes to Brandon's orders that coincide with an inspection on the same day. (correct)
- When there's a change in start time of more than an hour.
- When the inspection is scheduled on a different day than initially planned.
- When an inspection is scheduled for the same day as another inspection.
What is the recommended procedure for handling client requests for start times that deviate from the norm?
What is the recommended procedure for handling client requests for start times that deviate from the norm?
- If the requested start time is within 30 minutes of the normal time, it can be scheduled; otherwise, text the inspector. (correct)
- Always adhere strictly to the scheduled start times.
- Schedule any start time requested by the client without question.
- Allow start times up to 15 mins different from normal, within standard business hours.
If a client requests a start time 45 minutes earlier than the standard time, what action should be taken?
If a client requests a start time 45 minutes earlier than the standard time, what action should be taken?
- Text the inspector to see if they can accommodate that. (correct)
- Reschedule the inspection for the next day.
- Inform the client that start times must always be on schedule.
- Immediately schedule the new time as requested.
What is the primary objective when scheduling inspection start times?
What is the primary objective when scheduling inspection start times?
Under what circumstances is it acceptable to deviate from the standard scheduled start time without contacting the inspector?
Under what circumstances is it acceptable to deviate from the standard scheduled start time without contacting the inspector?
What should you state as the company name when asked?
What should you state as the company name when asked?
If you cannot schedule an inspection using the normal options, what action should be taken?
If you cannot schedule an inspection using the normal options, what action should be taken?
What additional information is required to schedule an inspection for a 'FSBO' property?
What additional information is required to schedule an inspection for a 'FSBO' property?
What is shared with Google when you use this site?
What is shared with Google when you use this site?
What is the purpose of the cookies used by this site?
What is the purpose of the cookies used by this site?
A customer mentions a monthly promo code. What is the correct procedure for applying the discount?
A customer mentions a monthly promo code. What is the correct procedure for applying the discount?
A customer is eligible for both a Repeat Customer discount and a Close the Deal discount. What discount should be applied?
A customer is eligible for both a Repeat Customer discount and a Close the Deal discount. What discount should be applied?
When is a customer eligible for the $25 Repeat Customer discount?
When is a customer eligible for the $25 Repeat Customer discount?
How is the Warranty Inspection discount correctly applied?
How is the Warranty Inspection discount correctly applied?
A customer has a $25 dollar discount applied to their account with the online scheduler, and also qualifies for the repeat customer discount, how much total discount should be applied?
A customer has a $25 dollar discount applied to their account with the online scheduler, and also qualifies for the repeat customer discount, how much total discount should be applied?
What specific information should be included in the SMS sent to Tod regarding confirming pricing and scheduling?
What specific information should be included in the SMS sent to Tod regarding confirming pricing and scheduling?
Besides the caller's contact information, what property details are essential to send to Tod via SMS?
Besides the caller's contact information, what property details are essential to send to Tod via SMS?
If a previous inspection was done at the same property, what information should be sent to Tod via SMS?
If a previous inspection was done at the same property, what information should be sent to Tod via SMS?
What minimal information about the requested service needs to be included in the SMS to Tod?
What minimal information about the requested service needs to be included in the SMS to Tod?
Which of the following is NOT directly sent to Tod via SMS according to the content?
Which of the following is NOT directly sent to Tod via SMS according to the content?
Flashcards
Inspection changes for Brandon's orders
Inspection changes for Brandon's orders
When Brandon's inspection changes on the same day, notify both Brandon and Tod via SMS.
Sticking to inspection schedule
Sticking to inspection schedule
Try to keep the inspection schedule as planned.
Deviating from the schedule
Deviating from the schedule
Clients can request a 30-minute deviation from the scheduled start time.
Schedule changes over 30 minutes
Schedule changes over 30 minutes
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Schedule adherence
Schedule adherence
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What company should you use?
What company should you use?
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What to do for unscheduled appointments?
What to do for unscheduled appointments?
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How to access FSBO properties?
How to access FSBO properties?
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What does this site use for tracking?
What does this site use for tracking?
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What does using this site imply?
What does using this site imply?
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Warranty Inspection Discount
Warranty Inspection Discount
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Repeat Customer Discount
Repeat Customer Discount
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Online Scheduler Discount
Online Scheduler Discount
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Close the Deal Discount
Close the Deal Discount
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Monthly Promotion Discount
Monthly Promotion Discount
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Gather information for scheduling
Gather information for scheduling
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Gather details for pricing
Gather details for pricing
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Gather information for order history
Gather information for order history
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Gather information for service request
Gather information for service request
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How to confirm pricing and schedule inspections
How to confirm pricing and schedule inspections
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Study Notes
Order Inspection Notifications
- Notify Tod and Brandon via SMS of any inspection changes for Brandon's orders.
- New: Include phase needed, property address, caller name & number, property sq ft, year built, foundation type, previous OID, and property services requested in SMS notifications to Tod.
Deviated Start Times
- Adhere to scheduled start times whenever possible.
- Schedule client requests within a 30-minute deviation from the usual start time.
- For deviations exceeding 30 minutes, contact the inspector to confirm their availability.
- If unable to schedule using the above options, call the LA.
- If the property is FSBO (For Sale By Owner), seller information is needed to gain access from the seller.
Promotions and Discounts
- Monthly Promotion: Do not proactively offer; add only if the caller mentions the current month's promo code (available HERE). Discount: $25. Note the actual promo code in the discount section.
- Warranty Inspection Discount: A total discount of $50 is automatically applied to Warranty (one-year) Inspections. Do not add any additional discounts to this inspection type.
- Repeat Customer: Discount of $25 for recent inspections (within 90 days).
- Online Scheduler: This discount is automatically applied by the online scheduler. Do not add any additional discounts if chosen. Discount: $25.
- Close the Deal: Do not apply this discount if other discounts have already been added. Discount: $25.
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