Pro Onboarding:
One of the key elements of onboarding a Pro is ensuring that they understand the App proficiently in order to read and understand work orders so no details get missed. In an effort to help the team successfully onboard Pros, we have created a tool that will create mock work orders in the system assigned to a selected Pro that are un-billable and un-payable - just for demonstration purposes.
Link: https://vuejscrmapp.z13.web.core.windows.net/

- Environment: This will always default to Production
- Market: Select the Market that you are in
- Skillset: Select the skillset of the Pro that you are onboarding/assigning mock work orders to

- Professional: select the professional
- Date of Work: Select the data that you'll be onboarding the Pro to see the work assigned on that day.
- Submit.
What appears in each skillset work order:
Skillset |
Product |
Note |
Amount Needed or Other Characteristics |
Paint |
Standard Paint |
|
|
Paint |
Accent Walls |
Accent walls, walls marked with Post-It notes |
Amount = 2 |
Paint |
Ceilings |
Paint ceilings in master bedroom |
Single Room |
Cleaning |
Standard Cleaning |
|
|
Cleaning |
Extra Dirty Clean |
Excessive stains and mess in kitchen |
|
Resurface |
Counter Repair |
Send Pictures to Operations |
|
Repair |
Standard Texture Repair |
2x2 dt Popcorn Repair, Send Pictures to Ops to Confirm Size |
|
Repair |
Standard Sheetrock |
Two repairs in kitchen |
Amount = 2 |
Carpet Clean |
Standard Carpet Clean |
|
|
Carpet Clean |
Pet Treatment |
|
|
Carpet Clean |
Small Patch |
Patch in Guest Bedroom Closet |
Amount = 2 |
Maintenance |
Standard Punch |
|
|
Maintenance |
Fridge Installation |
Please replace fridge in kitchen |
|