IME Resource Guide

SUCCESSFUL IME COC UPLOAD OPTIONS

At Template Appointment Determine if the job site has access to data or customer’s Wifi

PLAN A Gimbil App

PLAN B My Home Project Center E-Sign Benefits - Sign on job site - 100% accuracy on COC to approve for payment - COC uploads into Metis

PLAN Z My Home Project Center Text & Email

Benefits -

Benefits - 100% accuracy on COC to approve for payment - COC uploads into Metis

Sign on job site

- - - - -

100% accuracy on COC to approve for payment

COC uploads into Metis

Available for ALL Sage/Lowe’s jobs Closes project from Gimbil App

It’s still FREE!

*IME jobs only

*IME jobs only

1.

When scheduling the install, set the expectation with the customer that they will receive a text and email the day of their appointment to e-sign the Completion Certificate after install is completed On installation day – Internal representative accesses My Home Project Center https://ime.myhomeprojectcenter.com//documents Enter the 8 digits in the RO# number after ‘I-’ and the customer’s zip code, click ‘Get Documents’ Installer reminds customer to e-sign the document in text or email after install is complete Click on TEXT and EMAIL

1. 2.

Assign Installer to the job in the Metis Portal On-site after install is complete – Installer enters the Actual Install Date in the Gimbil App Installer opens the Certificate of Completion in the Gimbil App, asks customer to review, both sign, then submit

1. On-Site after install is complete - Installer accesses My Home Project Center https://ime.myhomeprojectcenter.com//documents 2. Enter the 8 digits in the RO# number after ‘I-’ and the customer’s zip code, click ‘Get Documents’ 3. Follow the link on ‘Click here to E-Sign All Required Documents’ 4. Obtain the customer’s E-signature on the COC and submit *If there is an issue with the e-sign document, text or email the document and wait for the customer to receive and sign

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