Maracay Homes Trade Refresher. Revised February 2014

Transcription

1 Maracay Homes Trade Refresher Revised February 2014

2 Training Outline Starts/Revisions (New Portal) Contract PO s (New) Non-Contract Extra Work Orders (EWOs) (New) Warranty Corrigo Scheduling How to Get Paid for Warranty Work (New) CPS Scheduling Portal (New Portal)

3 Log In Daily For: -Weekly Start Projections, Start Letters & Revisions -Purchase Orders (POs) (Now Called Contracts) Warranty WOs Log on to Corrigo for Warranty Schedules/Work Orders Messages/Message Board

4 Starts/Revisions Sales and Closing Coordinators (Permits, Starts) Shelly Wilcox Felicia Vaughn Kay Raber

5 Locating Start &Revision Information Starts, Change Orders and Plans are Located in the Buzzsaw Menu

6 Projected Starts, Start Letters, Plat Maps & Address Lists

7 Weekly Start Projection This schedule is posted on the website each Tuesday afternoon.

8 Contract & Warranty P.O. s/work Orders Locating a Warranty Work Order Submitting for payment Delayed Payments Insurance Pay schedule

9 Locating Work Orders

10 Submitting a Contract PO or Warranty WO for Payment Warranty Payment: Print ed work order off and submit with invoice or print work order off Contract Payment: these PO amounts will now be paid via AutoPay, based on our Project Managers completing each task. You no longer need to submit POs back to the Maracay Scottsdale office to be paid for completed work. The completion cutoffs and payment dates will remain the same (see attached Pay Schedule). You will receive all POs via , but this is for informational purposes only. If you find pricing discrepancies, please contact the Purchasing department: kgump@maracayhomes.com

11 Delayed P.O. Payments Your payment for contract work will be delayed if your company has not signed the contract for any awarded community (new contracts or addendums).

12 Insurance Our contract terms require current insurance certificates on file naming Maracay Homes as named insured. Expired insurance documents will delay payment. Laura Penfold in our Accounts Payable Dept will contact your company in advance of policy expiration. Laura can be reached at

13 EWO Process Overview (NEW) Do the work as requested by Maracay Project Manager and the Project Manager will issue an Extra Work Order (EWO) that will be ed to your company. When work is completed, submit your invoice, lien waiver, and EWO to Maracay Homes Corporate. If you do not submit these together, it will be sent back to you to be fixed, which could delay your payment N. Scottsdale Road, #300 Scottsdale, AZ Attn: Construction Assistant Denied invoices will be returned to you.

14 Warranty Procedures Scheduling of Warranty Work Software is Corrigo Vendor Portal Warranty Work Order for Payment Vendor Portal Receiving Payment

15 Warranty Procedures Corrigo Scheduling Software Corrigo Will Your Work Appointment To You Corrigo Also has a Vendor Portal Where You Can View Your Work Appointments & Communicate With Maracay Concerning The Work

16 Logging into Corrigo Corrigo Website = userid = Your Company s Maracay Vendor ID Number Password* = Your Company s Maracay Vendor ID Number *For the first time you log in Company = Maracay Homes If you need your Vendor ID Number or Password Reset Please Contact us at warranty@maracayhomes.com

17 Corrigo Main Page Work Order Status Needs Attn = A Work Order that You or Maracay has questions on. New = A New Work Orders that You have not Picked Up Yet. You may Pick Up the Work Order Once You Have Opened It. Open = Work Orders You have Picked Up On Hold = Work Orders which are on Hold

18 Corrigo New WO Screen You Can Sort the List By Clicking On the Header To view Work Order click on WO# The Appointment is the Date/Time When You Need to Have Someone There to Make the Repairs You Can Choose a Community or View All of Your Communities Here

19 Corrigo WO Screen Click on the Pick Up Link So we Know You Got the WO. Decline if This is Not Your Work Use the Attention Link to Ask Us a Question About the WO You May Also Save / / Print or Close the Work Order Here This Document is Your Work Authorization IMPORTANT The Scheduled Start is the Date/ Time to SHOW UP TO THE CUSTOMERS HOME DO NOT Follow the Due By date! If there is a PO Involved the PO# Can be Found Here

20 Corrigo Needs Attention Screen If You do Use the Attention Feature Select the Appropriate Reason and Leave a Descriptive Note On What We Can do to Help

21 Change your Password Screen You May Change Your Password by Clicking on User

22 Receiving Payment for Warranty Work If billable, enter $ amount in Actual Cost line on work order Fax (480) or Mail completed work orders to corporate office at: N. Scottsdale Rd Suite 300 Scottsdale, AZ Attach a copy of your invoice with the Maracay Work Order Check references Work Order Number Please make note of this.

23 CPS Trade Portal CPS is Maracay Homes Scheduling Software Log In Page acay.aspx You can view your future work here

24 CPS Trade Portal Web Site

25 Scheduling & Other Info

26 CPS Scheduling Menu In the My Stuff section you can view your schedule under the My Construction Tasks. You can also see Punch Items, Safety Items and edit your companies' contacts

27 CPS My Construction Task In the Calendar View Screen you can view upcoming work. To change months just click on the arrows on either side of the orange bar.

28 CPS My Construction Task By Switching to the List View You Have the Option to Export to Excel and then Print or Sort Work Within Excel

29 Maracay Points of Contact Hopefully we were able to answer all of your questions. If you need further assistance please select from the Points of Contact below. Contract PO issues Starts, Plot Plans Warranty (Warranty Billing help) Extra Work Orders (EWOs) Procedures & Maracay Construction Support - support@maracayhomes.com