This guide provides definitions and examples for our standardized Customer Categories. The aim is to ensure consistent and accurate classification of our customers, which will help us better understand our market, tailor our services, and optimize our strategies.
Definition: Businesses engaged in constructing, renovating, or maintaining buildings, infrastructure, and other structures.
Examples:
Corrigo is an app used by our customer Jones Lang Lasalle - Duke Energy, and it is the primary location where we communicate with the customer on the work order. Everything we would do on the work order, such as check-in and check-out, submitting quotes, scheduling appointments, are updated within the app. This allows JLL - Duke Energy to ensure consistency and accuracy in quoting and completing work with the many contractors and vendors that they do business with.
A Quote Assessment is a trip charge that is done by a tech in order to assess work to be quoted. For example, a technician may go onsite to confirm a type of closer that is needed before we quote replacement of the closer. This is generally done as a site visit that is not charged to the customer.
An electronic record of who requested work, where they requested the work to be done, when the work should be completed, what work we actually completed and how much we charged for the work that was completed.
