PRQ Document Upload | MD Estimates Training

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PRQ Exteriors Training/Resources

PRQ Overview - Roles & Responsibilites

PRQ Roles and Responsibilities

Module 1 - CRM Systems

Intro To PRQ CRM Systems (5:42)

Module 2- PRQ Document Upload & Calendar Managment- Weekly Task

PRQ Document Upload (9:30)
What do when documents are missing (7:25)
Processing Trades for PRQ (3:09)

Module 2- Follow up process & sending claims

How to upload a Liberty Mutual & Safeco Claim (5:42)

Module 3 - Weekly Audit of PRQ jobs in Monday.com

SOP of weekly Audit of PRQ jobs in Monday.com (5:49)

Module 4 - Invoicing claims for PRQ

SOP creating invoice for PRQ - Liberty Mutual/SafeCo- All trades complete (7:47)
SOP creating an invoice for an Allstate claim (10:15)
SOP creating an invoice for a USAA claim (6:09)
Ready to invoice Task - All trades closed out (3:06)
SOP creating an invoice for a Traveler's Claim (6:36)

Module 5 - Updating HS

Repair to Replace Approval Updating Hubspot
Updating the Other Trades Tab - This must be done on all claims with other trades (3:14)

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PRQ Document Upload

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