File · PRIYA · On Call
Priya Anand
Quote & Onboarding Coordinator · Quotes · COIs · Onboarding
Owns quotes and onboarding — walks new accounts through scope, insurance, vendor portals (ISN, Vendormate), and first-clean day-of coordination.
ENHIJobber GrowCOI / InsuranceVendor Portals (Vendormate, ISN)
39
Calls Today
71
Messages
11
Quotes
14
Jobs
2:20
Avg Handle
99
CSAT
OSHA / EPA / Insurance Compliance
Today's Compliance Log
All Clear2 events1 OSHA0 COI / EPA
- 09:00 · CP-09SDS / HazComBeacon restroom deep clean — SDS packet emailed with quote so client can pre-post at entries.· T-3980
- 13:40 · CP-10Training / RefresherNew-account onboarding script refresh — insurance limits, Vendormate flow, and PPE per site.
Activity · E1 · SMS
Prospect · Delta Medical Plaza
Delta Medical Plaza · Q-2210
Reason for Contact
Confirming Thursday walk-through attendees + PPE requirements
Receptionist Note
Confirmed 2 attendees (facilities + safety). Sent site-access form, PPE list (N95, safety glasses). Vendor packet uploaded to their Vendormate portal at 06:12.
Handled
8m ago
Duration
—
Priority
Routine
Cypress & Vale · Logged to Jobber