Home Outlet Cabinet Program Installer Resource Guide

TABLE OF CONTENTS

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Partnerships Sage Sync Login Homepage

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Customer Journey Setting Customer Expectations: Measure Customer Email Notifications Setting Customer Expectations: Install Installer Email Notifications Warranty Overview Lead-Safe Renovation Granite Gold Appendix Call Script: Schedule Measurement Call Script: Change Order Call Script: Schedule Delivery & Install Cabinet Measure Worksheet Specifications For Safe & Proper Cabinet Installation

Navigation Panel Cabinet Measure Order Process Customer Contact Communication Feature Add Retail Order Note Enter Measure Date Reupload Cabinet Measure Worksheet Dealer to Submit Cabinet Design Submit Change Order Edit Change Order Cabinet Install Order Process Enter Scheduled Install Date

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Customer Expectations Agreement Cabinet Delivery & Quality Check Prep for Measure Checklist Prep for Install Checklist Cabinet Scope of Work Cabinet Install Estimate Guide

Cabinet P.O. Received Verify Cabinet Quality Set to Pending Release From Pending Enter Actual Install Date Upload AOC

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