Customer Service

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Customer calls & requests service
Create Site Visit - As Normal Process Entails
Add Tasks for the Site Visit
Make sure all tasks, instructions and contact info go into Special Instructions
Make sure "Sub Contract" tag is checked
Click “Generate Sub Contract Document” Checkbox and save. The document will upload into the Documents section fo the site visit.
Find a SubContractor
Look up address and see if we have subcontracted before
Raleigh-Durham area is most common request, we use Marshalls Lockmith
Look up Medeco Dealer Locator - https://www.medeco.com/en/dealer-locator/
Email the form to the applicable Sub Contractor to request service
Once Confirmed Service, communicate with customer expected schedule time
Check Sub Contract View regularly to ensure we know when job is completed.
Invoice Received by Sub Contractor
Markup Parts and Labor 25% ; Add Generic Line Items and edit description in Line Items Table
Send Pricing Document to the customer; complete out the job so that A/R can send invoice.

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