Compliance

Status-driven work order flow, customized by product category and retailer needs

• Ensures a consistent job process for contractors and a consistent experience for customers
  

• Detailed cycle time tracking for each step in the process

Contractor Dashboard lists all active work orders

Work Order View provides a single location for all work order related information and functionality

• Dashboard Alerts notify Contractor when action needs to be taken to ensure timely completion

• Role-based access controls to protect sensitive information

• Status-driven service issue tracking, tied to original work order and estimate

• Electronic review and signing of service-related paperwork, incorporated into Customer Portal

• Dedicated Customer Solutions Team to coordinate resolution with customer and contractor

Electronic review and signing of all required paperwork

• Update Project Status

  Create, revise, copy estimates

• Schedule appointments (estimate and installation)

• Create customer Follow Ups

• Store project related documents

• Track payments

• Manage Service Issues

Purchase Orders & Delivery module to track Purchase Orders and delivery

Automated Notifications (Emails/Texts/Auto-dialers)

• State-specific Sale Contracts (50 versions for each product category)

• HelloSign integration for electronic signature

• QR code reader to validate manually prepared and submitted paperwork

Manage Service Issues

• Customers receive automated emails/texts triggered by status, cycle time or other factors

• Ensures consistent customer messaging and follow up

• All touches provide link to Customer Portal