Scenarios (What to do I do if ___ happens)

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21 articles in this collection
Written by Sarina Warren
What If's

What if I call/text to confirm and I can’t reach them?

If they don't respond before the Appt - What do I do?
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Written by Sarina Warren
Updated over a week ago

What if you can't find or confirm the address

Here's what to do if you're having trouble confirming or finding the address.
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Written by Sarina Warren
Updated over a week ago

What if: The Customer is a No-Show

What happens if the customer No Shows?
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Written by Sarina Warren
Updated over a week ago

What if: The Customer Reschedules

The customer wants to Reschedule- What next?
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Written by Sarina Warren
Updated over a week ago

What if: The Customer Cancels?

If they cancel - 1st try to reschedule - Then Request Credit
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Written by Sarina Warren
Updated over a week ago

What if: The Appointment is a duplicate?

What if you happened to get a duplicate appointment show up in your Dashboard? What happens?
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Written by Sarina Warren
Updated over a week ago

What if: Project-type is incorrect

What happens if the customer's project-type doesn't match what you offer?
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Written by Sarina Warren
Updated over a week ago

What if they only need the material (no labor)

What happens if the customer only wants material?
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Written by Sarina Warren
Updated over a week ago

What if: You (the Contractor) Needs to Reschedule

What happens when you (the contractor) need to reschedule the appt?
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Written by Sarina Warren
Updated over a week ago

What if I show up & another contractor is there

What to do if another contractor is at the customer home at your appointment time/date?
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Written by Sarina Warren
Updated over a week ago

What if: The Customer Can't Get Financing

What happens with an appointment if a customer can't get financed?
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Written by Sarina Warren
Updated over a week ago

What if: Customer Wants to Pay Through Insurance

What if the customer only wants to go through insurance?
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Written by Sarina Warren
Updated over a week ago

What if: Customer isn't Ready to Purchase Yet

This article talks through the question you may have regarding customer's timeline
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Written by Sarina Warren
Updated over a week ago

What if: Customer doesn't have the Money to Purchase Now?

What if they can't purchase now? What happens at that point?
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Written by Sarina Warren
Updated over a week ago

What if: The Appointment is a One-legger

What is only one person can/will be there? Not the two of them?
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Written by Sarina Warren
Updated over a week ago

What if: Weather isn't Ideal?

What if it's raining? Snowing? Weather isn't ideal? What do I do with an appointment then?
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Written by Sarina Warren
Updated over a week ago

What if: Their house is Shaded?

(For Solar) What happens if the customer's roof is shaded? How shaded is too shaded?
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Written by Sarina Warren
Updated over a week ago

What if: Customer's Project Size is Small (Windows)

What if the customer's projects size needed for their windows is smaller than you thought it was?
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Written by Sarina Warren
Updated over a week ago

What if: Customer's Roof is Small

What if the roof is smaller than you expected? What is considered too small of a roof?
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Written by Sarina Warren
Updated over a week ago

What if: Customer is not the homeowner

What happens if they're not the decision-maker?
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Written by Sarina Warren
Updated over a week ago