A Tenant is any other party that is not the homeowner requesting for services.
- Create account
- Search in Bexar CAD for the name of legal homeowner. This will be the customer name. Add the tenant number as a contact and put in contact memo he/she is tenant.
- Inform tenant we will need to have homeowner, real-estate agent for seller or property manager reach out to Shafer to verbally approve of us entering the premises. If they push back inform: “In the state of Texas this is our legal procedures” (We can NOT reach out to the homeowner)
- Ask who will be responsible for payment and add CC to account. If homeowner will be responsible, await the call back and collect CC.
- ***DO NOT BOOK CALL UNIT WE HAVE HOMEOWNER APPROVAL AND A CREDIT CARD***
- Classify call as Need landlord permission. If/when the homeowner calls back reclassify call with booked job. (Without doing so will go against our booking rate)
- When the job is booked put information in summary of who Shafer will confirm call with (who we are meeting at the house), and who technician can reach out to for repair updates.