Checklist for Taking a Call
| ☐ | Take callers information (name, phone number, address and nature of the call |
| ☐ | Go to Management App and search address |
| ☐ | Go to the On Call tab and read all instructions in the after- hours procedures |
| ☐ | Pull up Profile
1. Read any special instructions 2. Verify if association covers the issue according to the Customer service sheet |
| ☐ | Reference Appropriate SOP |
| ☐ | Check for Duplicate Work Order |
| ☐ | Proceed to open a Work Order |
| ☐ | Email/Fax Work Order to vendor |
| ☐ | Call vendor as this would be an emergency and make sure to note the name of the person you spoke to |
| ☐ | Update homeowner with Status and ETA |
| ☐ | If you are unable to proceed with handling the emergency, reference the escalation list on the on call tab. |
| ☐ | Reminders:
· Always send an email to CCPriority that are not a work order related (i.e. accounting, questions, concerns) · For all common area work orders check lookup for any notices. |