IME Resource Guide

FAQ What does IME stand for? • Installation Made Easy When should I move forward with ordering material and fabrication? • When all changes are signed for by the Customer and the order is in “Open” status.

What will cause a failed IME COC upload? • Incorrect File Type • Incorrect formatting (scanned upside down, too small, too big) • Missing QR Code • Signature size or placement • Image is too light or too dark • Cannot read ink color How can I guarantee the IME COC is accepted every time? • Plan A – Gimbil App • Plan B – My Home Project Center E-Sign • Plan Z – My Home Project Center Text & Email 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

Howdo I confirm that a customer has signed and accepted the change order? • Therewill be a file in the portal titled “SignedChangeOrder”

Benefits -

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

Sign on job site

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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

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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

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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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