PURPOSE: Follow this SOP in the scenario that you receive a call
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concerning a homeowner’s death.
PROCEDURES: During the Call
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First and Last Name
Email Address
Phone Number
STEP 2. Take down homeowner the homeowner’s details:
First and Last Name
Property Job Address.
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Ticket naming convention: Homeowner Death - [Homeower Name]
Description: Job Address
Assignee: Enter Your Name
Reporter Type: Caller’s Email
Request Type: Account Management
Labels: Death
Support Channels: Phone/Email
Write a Note to the Caller:
Hello,
It was a pleasure speaking with you today. As per our conversation, please respond back to this email with a copy of the death certificate and executorship, or estate docs.
Regards,
STEP 5. Email Jessie and Herve with ticket details. Provide a link to the ticket.
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