table_specific
What are the procedures for processing credit applications at Crawlspace Medic?
Crawlspace_Medic Franchise · 2024 FDDAnswer from 2024 FDD Document
ACE MEDIC FRANCHISE OPERATIONS MANUAL
Table of Contents
Table of Contents 293 Pages
| SECTION A: INTRODUCTION (21 PAGES) | SECTION B: PRE-OPENING PROCEDURES (32 |
|---|---|
| THE CRAWLSPACE MEDIC MISSION 1 | PAGES) |
| CORE VALUES 2 | PRE-OPENING CHECKLIST 1 |
| WELCOME LETTER 3 | Pre-Opening Timeline and Checklist ◄ 2 |
| HISTORY OF CRAWLSPACE MEDIC 5 | ESTABLISHMENT OF BUSINESS FORM AND OPERATION 5 |
| HOME OFFICE AND MANAGEMENT 6 | BUSINESS PLANNING 6 |
| SERVICES PROVIDED TO THE CRAWLSPACE | Business Plan ◄ 7 |
| MEDIC FRANCHISEES 7 | Marketing Plan ◄ 9 |
| Advertising Materials and Sales Aids ◄ 7 | Sales Plan ◄ 9 |
| Approved Suppliers ◄ 7 | COMPETITIVE ANALYSIS 11 |
| Corporate Website ◄ 8 | Review the Results ◄ 11 |
| Franchisee Advisory Councils ◄ 8 | SETTING UP YOUR OFFICE AND SHOP 13 |
| Initial Training ◄ 8 | Office Space Requirements ◄ 13 |
| Ongoing Training and Support ◄ 8 | Gaining Site Selection Acceptance ◄ 14 |
| Opening and Continuing Assistance ◄ 9 | Lease Considerations ◄ 15 |
| Site Selection ◄ 9 | REQUIRED LIST OF EQUIPMENT 17 |
| Use of Trademarks ◄ 9 | INITIAL INVENTORY 18 |
| RESPONSIBILITIES OF CRAWLSPACE | VEHICLE SPECIFICATIONS 19 |
| MEDIC FRANCHISEES AND STAFF 10 | Vehicle Signage ◄ 20 |
| Responsibilities to Your Clients ◄ 10 | CONTRACTING WITH REQUIRED UTILITIES AND SERVICES21 |
| Responsibilities to Your Employees ◄ 11 | OBTAINING REQUIRED LICENSES AND PERMITS 22 |
| Responsibilities to Fellow Franchisees ◄ 12 | PROCURING REQUIRED INSURANCE POLICIES 24 |
| Responsibilities to the Franchisor ◄ 12 | SETTING UP BANK ACCOUNTS 26 |
| Responsibilities to the Brand ◄ 13 | Suggested Accounts to Open ◄ 26 |
| PAYING OTHER FEES 14 | MEETING YOUR TAX OBLIGATIONS 28 |
| Additional Initial Training ◄ 14 | Federal Taxes ◄ 28 |
| Additional Support/Refresher Training ◄ 14 | State Taxes ◄ 29 |
| Audit ◄ 14 | BUSINESS COMMENCEMENT 30 |
| Computer and Communications Equipment | |
| Upgrades and Maintenance Fee ◄ 15 | SECTION C: PEOPLE DEVELOPMENT (81 |
| Conference Fee ◄ 15 | PAGES) |
| Costs and Attorneys' Fees ◄ 15 | EEOC GUIDELINES FOR HIRING EMPLOYEES 1 |
| Indemnification ◄ 16 | Employers Covered by EEOC-Enforced Laws ◄ 1 |
| Interest on Overdue Amounts ◄ 17 | How Employees Are Counted ◄ 2 |
| Modifications ◄ 17 | Record Keeping Requirements ◄ 2 |
| Successor Fee ◄ 18 | Reporting Requirements ◄ 3 |
| Supplier Testing ◄ 18 | Charge Processing Procedures ◄ 3 |
| Transfer Fee ◄ 18 | Mediation ◄ 4 |
| VISITS FROM HOME OFFICE 19 | Remedies ◄ 4 |
| Your Crawlspace Medic Management Support ◄ 20 | Regulatory Enforcement Fairness Act ◄ 4 |
Table of Contents
| Technical Assistance ◄ 5 | TIME-TRACKING PROCEDURES 62 |
|---|---|
| Informal Guidance ◄ 5 | UNIFORM AND DRESS CODE 63 |
| Publications ◄ 5 | CONDUCTING PERFORMANCE EVALUATIONS 65 |
| WAGE AND LABOR LAWS 6 | Evaluation Process ◄ 66 |
| Fair Labor Standards Act ◄ 6 | Review Meeting ◄ 68 |
| What the FLSA Requires ◄ 6 | PROGRESSIVE DISCIPLINE PROCEDURES 70 |
| What the FLSA Does Not Require ◄ 8 | TERMINATION/SEPARATION PROCEDURES 75 |
| FLSA Minimum Wage Poster ◄ 9 | Termination ◄ 75 |
| Other Mandatory Labor Law Posters ◄ 9 | Separation ◄ 79 |
| LAWS REGARDING HARASSMENT 11 | |
| Sexual Harassment ◄ 11 | SECTION D: SALES PROCEDURES (35 PAGES) |
| Racial and Ethnic Harassment ◄ 11 | DEVELOPING A SALES PLAN 3 |
| Pregnancy Discrimination ◄ 12 | The Sales Plan ◄ 3 |
| Religious Accommodation ◄ 12 | TELEPHONE STANDARDS 6 |
| IMMIGRATION REFORM/CONTROL ACT 13 | Professional Telephone Etiquette ◄ 7 |
| PROFILE OF THE IDEAL CRAWLSPACE | The Proper Handling of Incoming Calls ◄ 12 |
| MEDIC EMPLOYEE 15 | Greeting ◄ 12 |
| JOB DESCRIPTIONS 19 | Taking Messages ◄ 14 |
| Manager ◄ 19 | Voicemail ◄ 14 |
| Market Director ◄ 21 | E-MAIL STANDARDS 16 |
| Lead Man ◄ 22 | PREPARING FOR SALES ACTIVITIES 17 |
| Technician ◄ 23 | Product Knowledge ◄ 17 |
| Office Assistant ◄ 23 | Understanding Your Competition ◄ 17 |
| RECRUITING EMPLOYEES 25 | Understanding Crawlspace Medic |
| Determining Hiring Needs ◄ 26 | Competitive Advantages ◄ 18 |
| Getting the Word Out ◄ 26 | Use of the Sales Materials ◄ 19 |
| Interview Guide ◄ 27 | Visiting a Prospect's Home ◄ 19 |
| Prescreening ◄ 28 | THE CRAWLSPACE MEDIC SALES PRESENTATION 21 |
| THE INTERVIEW PROCESS 30 | Project Assessment ◄ 24 |
| Conducting the Interview ◄ 35 | Detailing Solutions ◄ 24 |
| Reference Check Procedures ◄ 39 | Features, Advantages, and Benefits of |
| Background Checks ◄ 40 | Crawlspace Medic Services ◄ 25 |
| Making the Job Offer ◄ 40 | Pricing the Job ◄ 25 |
| HIRING ON A TRIAL BASIS 42 | PRICING 26 |
| TRAINING EMPLOYEES 43 | Calculating Prices & Developing the Bid ◄ 26 |
| Training Tips ◄ 43 | Completing the Estimate Form ◄ 27 |
| New Employee Onboarding ◄ 45 | CLOSING THE SALE 30 |
| Initial Training of New Employees ◄ 49 | Handling Objections ◄ 30 |
| Ongoing Training ◄ 50 | Completing Contracts Properly ◄ 31 |
| PERSONNEL POLICIES 52 | Selling Crawlspace Medic Care Plan ◄ 31 |
Table of Contents
| 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 Closeout ◄ 21 | Conduct While in the Client's Home ◄ 8 | |
| Processing Credit Applications ◄ 23 | Installation Overview ◄ 9 | |
| Accepting Payment ◄ 23 | Installation Steps ◄ 9 | |
| Collections ◄ 24 | Structural Repair Procedures ◄ 10 | |
| INVENTORY MANAGEMENT 25 | French Drain Procedures ◄ 12 | |
| Product Ordering Procedures ◄ 25 | Vapor Barrier Procedures ◄ 14 | |
| Ordering From Approved Suppliers ◄ 26 | Collecting Payment ◄ 16 | |
| Changing App |
Source: Item 21 — FINANCIAL STATEMENTS (FDD page 42)
What This Means (2024 FDD)
I am unable to provide information on the procedures for processing credit applications for a Crawlspace Medic franchise, based on the excerpts from the 2024 Franchise Disclosure Document. While the table of contents of the Crawlspace Medic Franchise Operations Manual is included, it does not list any specific details regarding credit application processes.
However, the table of contents does include a section on "Charge Processing Procedures." It is possible that this section contains information on credit card processing, but it does not appear to address credit applications more broadly.
For a prospective franchisee, it would be prudent to ask Crawlspace Medic's franchisor directly about the specific steps and guidelines for handling credit applications, including any software, third-party services, or compliance requirements involved.
Disclaimer: This information is extracted from the 2024 Franchise Disclosure Document and is provided for research purposes only.
It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.