What are the guidelines for accepting payment at Crawlspace Medic?
Crawlspace_Medic Franchise · 2024 FDDAnswer from 2024 FDD Document
| PROSPECT MANAGEMENT 33 | FINANCIAL MANAGEMENT 29 | |
|---|---|---|
| The Importance of Leads ◄ 33 | Basic Principles of Accounting ◄ 29 | |
| Follow-Up Procedures ◄ 33 | Record Retention ◄ 33 | |
| Tracking Leads/Advertising Effectiveness ◄ 33 | FRANCHISE REPORTING REQUIREMENTS 34 | |
| LOOKING FOR REFERRAL BUSINESS OPPORTUNITIES 34 | Required Reports ◄ 34 Marketing Contributions ◄ 34 | |
| SECTION E: OFFICE PROCEDURES (45 PAGES) | MAINTAINING THE FACILITY 36 | |
| HOURS OF OPERATION 1 | MAINTAINING VEHICLES 38 | |
| DAILY PROCEDURES 2 | Maintenance Schedule ◄ 38 | |
| Office Personnel ◄ 2 | SAFETY & SECURITY 40 | |
| Market Director ◄ 3 | Safety Rules ◄ 40 | |
| CUSTOMER SERVICE PROCEDURES 4 | Monthly Safety Training ◄ 41 | |
| Customer Service Philosophy ◄ 4 | OSHA Compliance & Requirements ◄ 42 | |
| Customer Service Commitment Standards ◄ 5 | Accident Reporting & Investigation ◄ 43 | |
| Quality Customer Service Development ◄ 6 | Workers' Compensation Issues ◄ 44 | |
| Handling Client Complaints ◄ 7 | Fire Safety ◄ 44 | |
| Client Feedback / Net Promoter Score (NPS®) ◄ 8 | ||
| Crawlspace Medic Warranty Program ◄ 9 | SECTION F: SERVICE PROCEDURES (37 | |
| MANAGING PERSONNEL 11 | PAGES) | |
| Motivating Team Members ◄ 11 | CUSTOMER SERVICE GUIDELINES 1 | |
| JOB FOLDER SYSTEM 13 | Customer Service Best Practices ◄ 1 | |
| USE OF THE SOFTWARE SYSTEM 15 | Damage to Client Property ◄ 3 | |
| SCHEDULING 16 | PRE-INSTALLATION STEPS 4 | |
| RECEIVING SERVICE & REPAIR CALLS 18 | Reviewing the Job ◄ 4 | |
| Handling Service Calls ◄ 18 | Preparing the Vehicle for Installation Jobs ◄ 5 | |
| Determining Nature of Service or Repair ◄ 19 | Required Tools & Equipment for | |
| Performing Necessary Repairs ◄ 19 | Installation Jobs ◄ 5 | |
| Communicating Repairs to the Client ◄ 19 | Pre-Installation Steps ◄ 5 | |
| PERMITTING PROCESS 20 | ONSITE PROCEDURES 7 | |
| INVOICING & JOB FILE CLOSEOUT PROCEDURES 21 | Arriving at the Client's House ◄ 7 | |
| Job File Closeo |
Source: Item 21 — FINANCIAL STATEMENTS (FDD page 42)
What This Means (2024 FDD)
According to Crawlspace Medic's 2024 Franchise Disclosure Document, the guidelines for accepting payments are covered in the office procedures section of the training manual. Specifically, the manual includes a section on invoicing and job file closeout procedures, which contains a subsection on accepting payments. This indicates that Crawlspace Medic has a defined process for franchisees to follow when receiving payments from customers.
For a prospective Crawlspace Medic franchisee, this means that the initial and ongoing training will cover the company's required methods for invoicing clients, closing out job files, and, crucially, accepting various forms of payment. This standardized approach helps ensure consistency across all franchise locations and reduces the risk of errors or discrepancies in financial transactions.
It is important for potential franchisees to understand these procedures thoroughly during training and to adhere to them strictly in their daily operations. Additionally, franchisees should inquire about the specific types of payments accepted (e.g., cash, credit cards, checks) and any associated fees or policies related to payment processing.