Servicing Department Training (C)

Servicing Department Training (C)

Project Support is the department in Calloway Roofing LLC that receives the Project Job from Account Managers in the field. This training is designed to cover all the aspects including duties and responsibilities of a Project Support Team specialist.

Private Course


Last Update 05/19/2021
Members 4
  • Welcome to The Servicing Department
    • An Introduction To The Servicing Department
  • Handling Project Job Files
    • HO Welcome Call and File Review
    • Confirming The Contract/AOB
    • Realtor Involved Procedure
    • Creating Tasks
    • Sharing Documents Procedure
  • Servicing Job Repeating Tasks
    • HO 7-Day Update
    • Handling Claim Status Updates
  • Servicing Job Status Procedures
    • Claim Approved-Bought Procedure
    • Claim Denied Short Paid Procedure
    • Attorney Status Procedure
  • Post-approval Related Procedures
    • Finalized Numbers Procedure
    • ACV Check Procedure
  • Production Related Procedures
    • Postponing Build Date Procedure
    • Build Ready Status Procedure
  • Handling Homeowners
    • Single Person Communication Requests
    • HO Not Responding Procedure
    • HO Delivering To Office
  • The Final Steps: Production and Billing
    • What To Do When HO Withholds Payment
    • HO Holiday Decorations Procedure
  • Emergency Procedures
    • Emergency Tarping
    • Emergency Situations
  • A Little More You Need To Know
    • Common Servicing Department Q&As
  • Recap Quiz
    • Servicing Department Procedure Recap Quiz
      10 xp