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Job completed for HVAC and Hydrojetting Service
Completion date: January 28, 2025
Location: Galveston, TX
Why did the customer contact us?
The customer called in confused about how to generate his own certificate of insurance using the client center. He was unsure where to start and needed guidance through the process.
Solutions provided:
I sent him an email with a direct link to the client center and included a YouTube walkthrough video for visual reference. Then, I stayed on the phone with him and guided him through the steps to complete it on his own. The customer was very excited to learn how to handle certificates independently. By the end of the call, he felt confident and capable of managing it himself moving forward.
Team members on this project:
Dani Darden
