<aside> 💡 This Knowledgbase is a work in progress. We will add to it along the way NOTE If you’d like to add info to the knowledgebasse - please add it to the the ticket request form here: https://mountainviewwchelp.info/support

</aside>


Team


Getting Started

Mission, Vision, Values

Connect on Slack

What’s New?

Policies


Vacation Policy

Morale Events

Untitled Database

Knowledgebase & SOPs


Admin

Service Area & Map Overview

Company Software / Tech Used*

ServiceMonster

[Customer] Invoice Payments - Entering Credit Card Payment on Desktop

Service

Sending "On My Way" Text to Customer (via app & via desktop)

After Service

Follow-Up Happy Call Script

HomePro Portal

Answering Incoming Calls - Desktop

Scripts

[Phone Script] Incoming Call - Quote Request

[Phone Script] Happy Call

[Phone Script] Handling Price Objections

[Phone Script] Incoming Call

[Phone Script] Outbound Call (Spring)

[Phone Script] Recurring Job

Online Reviews

Sending Online Review Request - Tech

Production

Technican Job Site Checklist

Technician - Xmas Takedown Script

Technician Safety Manual

Technician - How to spot Fab Debris (will my razor scratch glass?)

Checklist - Technician Competency

Procedure - Gutter Cleaning

Procedure - Solar Panel Cleaning

Procedure - Trad Window Cleaning

Procedure - WFP Cleaning

Process - Verified Lead

Script - Client Check In