Home Outlet Cabinet Program Installer Resource Guide

First page Table of contents Next page Last page
Table of Contents2
Partnerships3
Sage Sync40
Login5
Homepage6
Navigation Panel7
Cabinet Measure Order Process8
Customer Contact9
Communication Feature12
Add Retail Order Note17
Enter Measure Date19
Reupload Cabinet Measure Worksheet23
Dealer To Submit Cabinet Design24
Submit Change Order27
Edit Change Order33
Cabinet Install Order Process35
Enter Scheduled Install Date36
Cabinet PO Received39
Verify Cabinet Quality41
Set To Pending45
Release From Pending48
Enter Actual Install Date50
Upload AOC52
Customer Journey57
Setting Expectations: Measure58
Customer Email Notifications60
Setting Expectations: Install66
Installer email Notifications68
Warranty Overview73
Lead-Safe Renovation74
Granite Gold Overview76
Appendix: Supporting Documents77
Call Script: Schedule Measurement78
Call Script: Change Order80
Call Sript: Schedule Delivery & Install81
Cabinet Measure Worksheet83
Specifications for Safe & Proper Cabinet Installation85
Customer Expectation Agreement86
Cabinet Delivery & Quality Check89
Prep for Measure Checklist90
Prep for Install Checklist91
Cabinet Scope of Work92
Cabinet Install Estimate94

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