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CSP Directory - Click, Find, DONE
Click, Find, DONE - CSP Directory The CSP’s Directory is a centralized reference guide for employees, ensuring quick and easy access to necessary files. It helps maintain an organized, structured, and efficient digital workspace. CSP TOOLS LINK CSP ...
20200114 - THINGS TO DO WHEN YOU RECEIVE A COMPLETED SUPPLEMENT FROM AN ESTIMATOR
THINGS TO DO WHEN YOU RECEIVE A COMPLETED SUPPLEMENT FROM AN ESTIMATOR *Updated 6/3/20 1. QUICKLY LOOK OVER THE PHOTOS, SOL, SUPPLEMENT, AND MEASUREMENT REPORT TO GET A SENSE OF THE CLAIM. 2. FOLLOW THE CLIENT'S GUIDELINES: 2.1 Read the CRM notes. ...
SKYLIGHTS
Latest update: 1/21/2026 - VELUX template letter - 2026 Overview: This article will give us more insights regarding skylights and a step by step guide to supplementing skylights. What you need: CRM Deal Skylight Photos Measurement Report Statement of ...
20200204 - Level the Playing Field
Facebook: Level the Playing Field 2020-02-04 Advice from Steve Patrick: · If you encounter an adjuster who can't be reasoned with or who is unresponsive to your messages, don't be afraid to escalate it up the chain of command. · Steve's favorite ...
TASK and DESK TICKET MANAGEMENT
Task/Ticket Management: Unassigned Tickets: POCs for each cluster will monitor unassigned open tickets and assign them to appropriate deal owners. Abby and Gail will take turns in managing the unassigned tickets daily Look for the deal as stated in ...