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Customer Service

Exterior Agent


Description
This course will review the basic role of an Exterior CE Agent
Content
  • Recorded Training Session 1-3
  • Section 1 - Vendor App Issues
  • KBS Presence Error Handling Procedure.pptx
  • Guide - Researching KBS Presence Vendor App issues.pptx
  • Session 1 Test
  • Section 2 - Creating KBS Force Punches
  • Manual Service Confirmation - Punch creation 5.11.23.pptx
  • Session 2 Test
  • Section 3 - Service Confirmation Procedure
  • Photo Standards and Expectation Guide.pptx
  • Managing Fresh Service Tickets - 5.17.23.pptx
  • Session 3 Test
  • Section 4 - SPR Confirmation & CSV Uploads
  • SPR Service Confirmation Procedure.pptx
  • Session 4 - Test - SPR Validation & Vlookup
  • Creating an SPR Template for NetSuite Uploading.pptx
  • Session 4 - Test - SPR Upload Template
  • NetSuite CSV Upload Mapping.pptx
  • Missed Services - Case Uploading.pptx
  • Session 4 - Test - NetSuite Mapping
  • Section 5 - Internal Directory
  • Exterior Fresh Service Directory.pptx
  • Session 4 Training Video SPR uploads and Vlookup
Completion rules
  • All units must be completed