Page Comparison

ACTION

• Collect and review relevant details of the job in Engine. This includes but is not limited to:

  • Comments/Milestone Feed

  • Contracts and Documents

  • If needed, DocuSign event details:

    • IP Addresses

    • Email Addresses

  • If needed, download and review the Welcome Call:

    • Note any odd interactions

    • Compare the voice to other voice interactions with the homeowner

• Collect and review previous Support tickets

• Request that the homeowner, if possible, provide supporting documentation or evidence that back’s their claim

• Attempt to communicate with the organization’s “Homeowner Escalation Contact” to obtain their perspective on the matter