Drywall

New Entries
 

• Action: Task GC/Drywall for new entries as needed.

• Check for Existing Task:

  • If a task already exists and is open, DO NOT create a new task.

  • Instead:

    • Change the task status from Normal to URGENT.

    • Add comments explaining the situation.

Escalation
 

• Add Note to existing task

  • Copy the link to the task and include relevant details into the CSR Permitting Chat

    • If no response within 3 mins, please contact Team Lead

• Escalation Rules:

  • 7:00 AM – 3:00 PM (Mon–Fri)

    • Team Lead ONLY can reach out to Loren Henley

  • After 3:00 PM and Weekends:

    • Team lead can escalate to Install Manager or Ops Manager within that business location and trade.
       

Cancelling or Rescheduling
 

• Action:

  • If a customer wants to cancel or reschedule a drywall job:

    • Create a new task OR

    • Update the existing task with the details.
      
       

Key Notes

• Always verify if a task exists before creating a new one.

• Use escalation paths based on time and urgency.

• Document all actions clearly in the task notes.