So - the customer books the appointment, and you confirm with a phone call or text. At the in-person estimate, the customer lets you know that they are not the owner. Now what?
First, we must clarify the difference between a homeowner and a decision-maker.
A homeowner is a person who has legal ownership on the title.
A decision-maker is a person who is 18 years of age or older who is a parent, sibling, child, or property manager who assists the legal owner in acquiring estimates, and influences the decision making process. These situations include, but are not limited to, absentee (out-of-state owners) owners, property managers, trustees of an estate, etc.
Our guarantee is that you are able to speak with or meet with a decision-maker on the property. This includes someone not on county title record like a relative, property manager, or anyone working on behalf of the property owner to obtain the estimate.
Customers can book an appointment and on rare occasions not be able to have the "homeowner" present - only a decision-maker. Maybe it's the son, daughter, or property manager who will be present. It is recommended to simply communicate with the customer and help provide them an estimate in the best way that you are able.
*Please note: If you choose not to provide the customer with an estimate for any reason, the appointment is considered valid and not eligible for appointment credit.