What Is Needed to Transition Lead → Prospect → Approved

Items needed for LEAD to be changed to a PROSPECT via AccuLynx @ JOB TURN-IN (11:00AM – 1:00PM on TUESDAY): (THERE WILL BE NO EXCEPTIONS)

• Contingency Agreement (SMART DOC) CUSTOMER MUST SIGN
• Consumer Rights (SMART DOC) CUSTOMER MUST SIGN
• Insurance Authorization Form -OR- Assignment of Insurance Claims (SMART DOC) CUSTOMER MUST SIGN
• Balance Claims Photo Checklist – ALL pics to be uploaded via AccuLynx, Front / Back / Left / Right, ALL elevations + (4) corners of property, ALL Slopes / Skylights / Penetrations / Etc. (SMARTDOC)
• Material Checklist (SMART DOC)

Items needed for PROSPECT to be changed to APPROVED for PRODUCTION via AccuLynx in 2020: (THERE WILL BE NO EXCEPTIONS)

• Scope of Work (SMART DOC)
• Mortgage Affidavit (SMART DOC) CUSTOMER MUST SIGN
• Insurance Summary
• Pre Start Checklist (SMART DOC) CUSTOMER MUST SIGN
• Updated Signed Contract (SMART DOC) CUSTOMER MUST SIGN
• (1st) Insurance Check = Deposit
• Permit

*Job is now APPROVED and ready to be scheduled*

LEAD – Converted by ASI Representative (You)

PROSPECT – Converted by ASI Storm Sales Manager (Brody Z)

APPROVED – Converted by ASI Office Staff (Matt K)

COMPLETED – Converted by ASI Production Manager (Dan G)

INVOICED – Converted by ASI Office Staff (Matt K)

CLOSED – Converted by ASI Office Staff (Jay A & Matt K)