browse
Overview
Hold types can vary, ranging from ESP Acceptance holds to Customer Related holds. Each hold type comes with a specific hold duration based on its nature. It is essential for the Sales Representative or the customer, depending on the hold type, to resolve the hold promptly.
The Hold Reason, Notes, and Duration can be viewed within the Summary Tab of the project on QuickBase.
ESP Acceptance Holds:
The ESP Acceptance team typically initiates An ESP Acceptance hold when finance or property-related issues arise. These issues may include NTP problems, concerns identified during the Site Survey, required roof work, or an unacceptable building type. It is important for the Sales Representative to work with the customer on these types of holds to get them resolved as soon as possible.
In some cases, there will be multiple holds on a project. All holds must be fully resolved before the project can be placed back in progress.
Customer Holds:
Customer Hold may occur when the customer requests to place the job on hold or asks for cancellation. Common customer-related holds include reasons like changes in project scope, financial concerns, or personal circumstances. The initial hold email sent to the Sales Representative includes details about the hold type and a suggested resolution to facilitate timely action.