Storm Protocols and General Reminders
All job leads/jobs must be entered in Storm Manager regardless of the source.
All collected monies are to be sent to Storm Team Robbins.
All job photos, paperwork and estimates must be submitted as follows:
All collected monies are to be sent to Storm Team Robbins.
All job photos, paperwork and estimates must be submitted as follows:
When you check your job in from DryBook, the artifacts will be automatically uploaded into Storm Manager. Remember to create a DryReport for this to be added to the artifacts. One exception to this rule currently is the .ESX file from Xactware. For this, use the Xactanalysis data transfer tool. Save the .ESX file and import into DryBook.
Please make sure all the documents are in there for us to close out the file – this includes the .ESX file of the estimate. After all job requirements have been met, change the WorkCenter job status to Job Complete. A green transfer button replaces the green upload button. Select the transfer button when it becomes available. A confirmation dialogue box will then display. Select OK. This will send the job file to the Storm Site's WorkCenter.
Make sure to mark the job Complete in Storm Manager after these steps are completed.
Storm Header to be used on estimates:
Storm Team Robbins
74 Industrial Park
Dover, NH 03820
(800) 541-5512
stormteam@servprodrs.com
TAX ID: 02-0366725
Document, Document, Document!
Keep Storm Manager updated including job status and notes. All conversations with customers and insurance contacts must be noted in Storm Manager. Attempt to make contact at least 3x prior to canceling a job lead and document all attempts in Storm Manager.
