If tenant is calling in, rather than advise for LL to call us please attempt to gather their info to call them. **Reminder – if you’re speaking with a caller that is not the homeowner, these calls are dispositioned as service not offered and TD call notes updated to reflect caller is tenant. Out of country homeowners need to email in confirmation of the account manager (ie. tenant or who is managing / responsible for payments)
Collect a credit card for payment required to confirm the appointment has been secured. Even if a tenant is agreeing to pay, we need to have confirmation and payment method on file from the owner prior to booking
If you’re dealing with a property management/housing corporation and they’re requesting an invoice, this is to only be done for existing accounts that have already been approved (please ensure the billing account is up to date, their email on file is valid, and notate job instructions so the branch knows what is required to receive payment). If it is not an existing customer, services are COD and the branch can follow up with the customer at a later time to review possibilities of invoicing future services.