FloorWizard Use Management Overview for Lowe s Install Company. Recommended Procedures for FloorWizard Users: Lowe s Install Company

Transcription

1 FloorWizard Use Management Overview for Lowe s Install Company Recommended Procedures for FloorWizard Users: Lowe s Install Company BEFORE THE MEASURE Build the Job Paperwork (usually a partially prepared ISST) is received from Lowe s via or fax. Office user (or measuring person) builds a job into FloorWizard. Office user may set the initial Detailed Measure Appointment with the customer. The appointment will be Unconfirmed, and the customer is told that the Measuring person will call within 24 hours to Confirm date and time. The status of a job = New if it does not have a Detailed Measure Appointment. Set Detailed Measure Appointment Do this when the job is built, or have the Measurer do it when it is confirmed. Once a job has a Detailed Measure Appointment (regardless of appointment status), the project status automatically becomes Working. Check Out the Job The Measuring Person should check out the job prior to measuring. Office personnel CANNOT update the job while it is checked out (except for contact logs and appointment data). You do not need an Internet connection to measure if you have checked the job out. 1

2 HOW TO MEASURE WITH FLOORWIZARD 1. Walk thru the job with the customer to begin. 2. Enter All Room Names into FW during the walk-thru. This will keep you from forgetting to measure an area. 3. Draw closets as separate rooms (unless the job is rolled vinyl and the separate room would add a vinyl seam). HERE IS WHY: Calculations of moldings will be more accurate. Closet is easier to exclude from job, if desired by the customer. Transition calculations will be more accurate. Door charges (cut down door, etc.) will be more accurate. Pattern repeat calculations will be more accurate. The house looks like the house if closets are drawn as separate rooms. 4. Draw All Doors and Openings on Rooms. (DO NOT only draw the boundary of the rooms). IF YOU DO NOT: Your calculations for moldings will be overstated. System WILL NOT calculate transitions. Charges like cut down door and re-seam at door will be missed. You WILL NOT know if a seam falls in a doorway/opening or conflicts with traffic patterns. You WILL NOT have the ability to move a seam out of a door or opening. Calculations for pattern repeat will be understated. 2

3 5. Connect All Rooms that share a door or opening. IF YOU DO NOT: The system will over-calculate transitions and services such as cut down interior door. The system will underestimate jobs with pattern repeat. The job will not look like the customer knows it. 6. Place windows onto walls that have them (using the Window button). You can use this information during seam planning. 7. Let the customer define the stair coverage (especially for carpet jobs). Work with the customer to put the correct data into FloorWizard. Include the trim pieces. $ This WILL improve your company s opportunity to get the job. 8. Always Visit the Estimate Tab. IF YOU DO NOT: You won t get an order quantity on Primary Flooring Products. When Seam Planning for rolled flooring products, Look for:? Seams perpendicular to Doors and Openings? Seams crossing primary Traffic areas? Seams Parallel to and 3 to 8 feet out from Windows? Seams Parallel and 1 to 4 feet out from Couches or Chair? Seams Parallel and 1 to 4 feet out from Doors and Openings? Other seams you wouldn t like if it were your home IF ANY OF THE ABOVE: Look for a better drop point location (Use Drop Point Control). Consider changing the lay direction. Use Seam Control to move seams from undesirable locations. 3

4 9. Review the Cut Sheet. Waste < 10% You are good to go! Waste between 10% and 15% Study the Cut Sheet and move pieces around to lower the percentage, but don t add T-Seams. Waste > 15% Study the Cut Sheet and move pieces around to lower the percentage. Consider adding T-Seams. Use Butt seams and Saddle seams as a last resort. 10. Review your recommended Seam Layout with the Customer. Let the customer see their home and job on the screen. Be prepared to make changes and/or answer questions about the seam design. $ This critical step can be the difference between getting the job and losing it. 11. Always visit the Charges Tab. IF YOU DO NOT: The system WILL NOT calculate all your chargeable items. The system WILL NOT check for :? Missing Supplies? Missing Services? Missing Pricing? Missing Furniture Handling 12. Exit the Job Use the Exit button at the bottom of the screen. If you are authorized, set the status to Ready for Lowe s when prompted. DO NOT X out of the browser using the X at the top right of the screen. 4

5 13. Use the Checklist. Read each line. Check each item to Yes. If there is a message on a Checklist line, read it and take the specified action. After addressing a message, Check the item to Yes. Once everything is YES, the project status will automatically change to Estimated.? If there are any unchecked items, the job will remain in Measured status. 14. Check In the Job Make Sure the job is in Estimated status. (See Measure/ Use the checklist.) MUST HAVE Internet to Check Job In. If you use a Hot spot, make sure you have a strong signal, and stay in one place until check-in is complete. 15. Send the job to Lowe s If your detail is Ready for Lowe s, and it is a store that is not using the FloorWizard Installer Portal, send electronically via Fax or . 5

6 AFTER THE MEASURE Office Review of Completed Details 1. Check the Cut Sheets - if job has rolled flooring. Waste < 10% You are good to go! Waste between 10% and 15% Study the Cut Sheet and move pieces around to lower the percentage, but don t add T-Seams. Waste > 15% Study the Cut Sheet and move pieces around to lower the percentage. Consider adding T-Seams. Use Butt seams and Saddle seams as a last resort. 2. Check all notes. Take any actions that are indicated. 3. Verify Estimated status. If the status is Measured, not Estimated, review the checklist and resolve all messages. If the status is Working, the detailer did not measure all of the named rooms. Return detail to measurer for completion. Return Completed Detail to Lowe s 1. Update Status. Go to the Customer Tab of Project Center and set the ISST Status to Ready for Lowe s. NOTE: If Lowe s is using FloorSoft s the FloorWizard Installer Portal, you are finished; your ISST is now available to Lowe s. 2. For non-installer Portal stores: Prepare ISST for manual Transmission. Go to Print Center and create a PDF of the ISST(s) for the Job. E-FAX, Print and FAX, or the PDF to the Lowe s Store. NOTE: The Days to Measure value on Closing Reports is the how long it takes a job to get to a Measured or Estimated status. 6

7 Refigures (or Versions) Refigures may be done in the field by the measurer or online in Project Center. When you request the 1 st refigure for a job, you are prompted to give the current version a name. Please enter Original Measure as the name of the base version. After you click the ADD button to create a refigure, you are prompted for the name of the 1 st refigure version. Make your version names meaningful so that you can identify them later. Include the refigure date or the initials of the refigurer, and/or descriptions like 15 ft width, Without bonus room and Ceramic in kitchen. The customer may ask you to prepare several versions of their job, either at the time of measure, or later, in the office. All personnel who do refigures should go to and details of how to do refigures. Management must decide which documents may be left with customer in the home. Update Status. When refigures are complete, Go to the Customer Tab of Project Center and set the ISST Status to Ready for Lowe s. NOTE: If Lowe s is using FloorSoft s FloorWizard Installer Portal, you are finished; your ISST is now available to Lowe s. For non-installer Portal stores: Prepare ISST for manual Transmission. Go to Print Center and create a PDF of the ISST(s) for the Job. E-FAX, Print and FAX, or the PDF to the Lowe s Store. NOTE: The name of the refigure will appear in the footer on each ISST page. 7

8 Putting Jobs in Held Status Any FloorWizard Project Status can have a Held sub-status. Here are some examples: Example 1 Job 1 is in a New status. You call and leave a voice mail for the customer that you are trying to set a measure appointment. Example 2 Job is in Working Status but customer was not there when measuring person arrived. In the cases above, you should: Set the statuses to Held New and Held Working, respectively, and Add a record to the Contact Log noting the interaction. Every day, someone should review Held jobs and try to break them loose. The contact log record will indicate what action should be taken. When Lowe s Closes the Job FloorWizard tracks close rates and how long it takes Lowe s to close a job. This time is calculated from the 1 st time that the job hits a status of Measured or Estimated until it is marked Approved. Here is how you can make sure FloorWizard tracks this information for your jobs: As soon as you get an Install PO from Lowe s: 1. Record the Install PO(s) on the Product Tab of Project Center. 2. If the job has re-figures, go into the job and set the job to the correct re-figure version based on the Install PO received. 3. If it is a Rush Install, select Rush Install on the Product Tab of Project Center. 4. Set the Project Status to Approved. 5. Note that if Lowe s is using the FloorWizard Installer Portal, they can set the job to an Approved Status from the Lowe s store (they mark it as Sold and Sold = Approved), thereby eliminating any action on your part. Approved locks the project from further change (except by a person with administrative rights). Approved means that Lowe s has closed at least one of the measured products. 8

9 FloorWizard Notes FloorWizard has a Notes Tab in Project Center. Notes from all places in the system flow to this tab to assist in support of the customer and Lowe s. Most of these notes are automatically passed to Lowe s on various documents. NOTE: There are 2 note fields that are reserved exclusively for the installer which do not show up on any distributed reports: 1. General Measure Note and 2. General Install Note. Alerts FloorWizard Alerts pop up when a project is loaded in FloorWizard. Alerts are critical reminders that you should review as soon as you open the project. Here are some examples: Customer says there is illness in the family. Don t call before 9:00 am or after 8:00 PM. Ordered flooring products have been received: Carpet has arrived, ceramic expected 7/1. Very competitive situation.customer already had bids from 2 other companies. Customer has had a bad experience with a previous install company. Detail Status Report The Detail Status Report is prepared by store and provides Lowe s with the latest status of each job assigned to you. It contains the age of the job, the measure appointment date, and all other information currently required by Lowe s of their installers. You may include or exclude certain notes as appropriate. Clo$ing Report FloorWizard s Closing Report provides the following information by installer and project: 9

10 $ How long did it take you to complete the detail? # of days between New status and Measured or Estimated status. $ How long did it take for Lowe s to close the sale? # of days between Measured or Estimated status to Approved status. $ What % of your details are closing? $ Of your detailers, whose jobs close most often? $ Of the Lowe s stores you service, which ones are closing the most jobs? Lowe s Invoices Measure Invoice The Lowe s measure invoice is created immediately upon project creation. It charges the measure fee, lead testing fees and additional mileage. It has a unique invoice number and can be sent to Lowe s at any time. Install Invoice The system creates an install invoice for each flooring SKU installed. Each shows the full amount that you should be paid by Lowe s - if you have put in all of your prices. You must generate the invoice for the refigure that was sold, and Lowe s has a role to play if these invoices are to be submitted to Lowe s. Most installers do not send these invoices to Lowe s. However, you will find them very useful in verifying the accuracy of your payment from Lowe s. 10

11 Other Reports Available from FloorWizard Here are a few examples: Jobs created by store in customer name sequence for last x days Jobs created by measuring person for last x days Jobs created by Retail Order Number for last x days Jobs created by Measure PO for last x days Jobs created by Lowe s Project Number for last x days Jobs that are still in the field (not checked in) Jobs that are checked in Jobs awaiting to be refigured Jobs where the ISST has been sent to Lowe s Jobs where the ISST has not been sent to Lowe s Dummy jobs Dummy jobs are set up in advance so that a measurer can insert an unexpected detail into his or her schedule when necessary. Here is the procedure for using Dummy Jobs : Build at least 3 or 4 Dummy jobs for each measurer. It does not matter which Lowe s Store is used. Have each measuring person check out his or her Dummies to their tablets. When an office person has a Rush measure, the detailer opens one of the Dummies and adds a Note to the Installer. The name of the customer, their address and their phone numbers are entered in this note field. This detail progresses normally and is checked in. Once checked in, the office person will: Load the job (from Project Center). Transfer the Customer information from the Notes tab into the normal Customer Data area. Delete the original Note. 11

12 Return to Project Search, highlight customer s line, and Move the project to the correct Lowe s store. Create another Dummy job for the measurer if necessary. 12