Inspections Service Center
Mariah Gates
67 steps
5 minutes
Agencyzoom
1
Click "Service Center"
2
Click "Add"
3
Click "Add a Service Request"
4
Click this text field.
5
Type in short summary about the ticket
6
Click this text field.
7
Type Customer Name
8
Click "Joseph Wills - [marywheelz@gmail.com](mailto:marywheelz@gmail.com)"
9
Click "Please select"
10
Select Policy
11
Click "Select a stage"
12
Click "Received/Review"
13
Click Category Drop Down- Select Inspections
14
Enter Due Date
15
Add comments to provide more information
16
Click "Save"
17
Review automation to get familiar with it
18
You can turn off all automation if needed by clicking "Enrolled" toggle
19
Grey=automation is off
20
Click "Done"
21
Click once to open ticket "Joseph Wills"
22
Follow and complete assigned tasks
23
Click "Complete" task and move to next stage
24
Click here.
25
Click "Joseph Wills" Drag and Drop Ticket to Next Stage- you can skip stages as needed
26
Review automation and turn on as needed
27
Click "inspection notice text" to preview automation
28
Click here.
29
Click "Done"
30
Click "🔍Inspection> Deliver information/📢Keep Open"
31
Edit task to add in what is needed to satisfy the inspection and keep the policy in force
32
Click "Keep this task open and add notes until you discuss the next steps with the client. Automated Text and Email went to Joseph to let them know you..."
33
Click "Keep this task open and add notes until you discuss the next steps with the client. Automated Text and Email went to Joseph to let them know you..."
34
Click "Save"
35
Complete task checklist
36
Click "Complete" to close the task when all actions are done
37
Another way to move the ticket to a new Stage > Click "Main"
38
Click Stage Drop Down
39
Click the Stage you want to move the ticket to
40
Click "Update"
41
Review and select automation to use
42
Click here.
43
You can pick and choose what automation you need to use- You're in control
44
Click "Done"
45
Click "Joseph Wills"
46
Click "Keep this task open and add notes until you discuss the next steps with the client. Automated Text and Email went to Joseph to let them know you..."
47
Click "🔍Inspection> Collect Outstanding📢Keep Open"
48
Add notes in the task as needed
49
Click here.
50
Complete task checklist as you work the ticket
51
Click "Complete"
52
Click here.
53
Click "Joseph Wills"
54
Review and Select Automation to use
55
Click "Done"
56
Click "Joseph Wills"
57
Click "Complete this task"
58
Click "Automation" to preview upcoming automation
59
Click the eye to preview the automation step
60
Click here to complete the ticket. OR drag and drop the ticket to Completed
61
Click Resolution Type Drop Down
62
Click correct Resolution Type
63
Click the "Resolution Description:" field.
64
Resolution Example - Click task box to make sure no outstanding tasks are scheduled for this ticket
65
Click "Confirm"
66
Send this survey to your customer so they can tell you what an awesome job you did...then you can brag to your boss about it. 😉
67
Click "Done"
Inspections Service Center
Mariah Gates
67 steps
5 minutes
Agencyzoom
1
Click "Service Center"
2
Click "Add"
3
Click "Add a Service Request"
4
Click this text field.
5
Type in short summary about the ticket
6
Click this text field.
7
Type Customer Name
8
Click "Joseph Wills - [marywheelz@gmail.com](mailto:marywheelz@gmail.com)"
9
Click "Please select"
10
Select Policy
11
Click "Select a stage"
12
Click "Received/Review"
13
Click Category Drop Down- Select Inspections
14
Enter Due Date
15
Add comments to provide more information
16
Click "Save"
17
Review automation to get familiar with it
18
You can turn off all automation if needed by clicking "Enrolled" toggle
19
Grey=automation is off
20
Click "Done"
21
Click once to open ticket "Joseph Wills"
22
Follow and complete assigned tasks
23
Click "Complete" task and move to next stage
24
Click here.
25
Click "Joseph Wills" Drag and Drop Ticket to Next Stage- you can skip stages as needed
26
Review automation and turn on as needed
27
Click "inspection notice text" to preview automation
28
Click here.
29
Click "Done"
30
Click "🔍Inspection> Deliver information/📢Keep Open"
31
Edit task to add in what is needed to satisfy the inspection and keep the policy in force
32
Click "Keep this task open and add notes until you discuss the next steps with the client. Automated Text and Email went to Joseph to let them know you..."
33
Click "Keep this task open and add notes until you discuss the next steps with the client. Automated Text and Email went to Joseph to let them know you..."
34
Click "Save"
35
Complete task checklist
36
Click "Complete" to close the task when all actions are done
37
Another way to move the ticket to a new Stage > Click "Main"
38
Click Stage Drop Down
39
Click the Stage you want to move the ticket to
40
Click "Update"
41
Review and select automation to use
42
Click here.
43
You can pick and choose what automation you need to use- You're in control
44
Click "Done"
45
Click "Joseph Wills"
46
Click "Keep this task open and add notes until you discuss the next steps with the client. Automated Text and Email went to Joseph to let them know you..."
47
Click "🔍Inspection> Collect Outstanding📢Keep Open"
48
Add notes in the task as needed
49
Click here.
50
Complete task checklist as you work the ticket
51
Click "Complete"
52
Click here.
53
Click "Joseph Wills"
54
Review and Select Automation to use
55
Click "Done"
56
Click "Joseph Wills"
57
Click "Complete this task"
58
Click "Automation" to preview upcoming automation
59
Click the eye to preview the automation step
60
Click here to complete the ticket. OR drag and drop the ticket to Completed
61
Click Resolution Type Drop Down
62
Click correct Resolution Type
63
Click the "Resolution Description:" field.
64
Resolution Example - Click task box to make sure no outstanding tasks are scheduled for this ticket
65
Click "Confirm"
66
Send this survey to your customer so they can tell you what an awesome job you did...then you can brag to your boss about it. 😉
67
Click "Done"
