How the NBI Locator Program Works

Installer Request Work Flow

Initial Customer Request

Customers enter their Zip code to view the details (including approximate fees) of the NBI installer covering their location (87% of zip codes entered are now covered).  The customer can request the installer’s information by defining the service required (Measure & Install, or Install only, and the number of windows) and entering their name, phone number and email address.

They are then lead through 3 simple screens where they further define the nature and current stage of their project.  They then see the full name, phone number(s) and email address of the NBI installer that we have assigned.

NBI emails:

* to the customer a full confirmation of the request, the installer’s details, and NBI’s Terms of Service

* to the installer a “work request” with the customer’s details

* to the introducing web site a confirmation of the initial request.

Customer/Installer Contact

The customer and installer make contact, discuss the scope, timing and cost of the project – and the customer decides if they wish to proceed – and updates the Job Page accordingly.

Measuring the Windows

If the customer wants the installer to measure the windows, an appointment is scheduled.  Once the windows have been measured, the customer pays the installer for the measuring service.

Measure Forms

The installer faxes the completed measure form to NBI, where it is scanned and placed online.  An email is sent to the customer and the website, alerting them that the measure form can be viewed online via the Job Page.

Ordering

The customer can either place the order online, using the measurements provided, or call the website sates staff, who also have access to the measure form.

Installation

Once the blinds or shades have been delivered, and the customer confirms that they are correct, they make an appointment with the installer to complete the work.  When the blinds or shades have been installed, the customer pays the installer for that service and the Job Page is updated to indicate that the project is complete.

Survey

After installation, the customer is asked to complete a simple, 12 question, Customer Completion Survey and around 80% of customers now do so.  The results of the surveys are provided to the web retailers.

General

Fees

Installers set their own fees.  Approximate fees are displayed when a Zip code is entered, and emailed to each customer.  Specific charges for each job are agreed between customer and installer before work is started.  Charges may be included for taking down existing blinds, high ladder work, installing into concrete, trash removal, extended travel, etc.

Guarantee

NBI Installers offer customers workmanship guarantees.  Measurements are guaranteed so that, if they are wrong, the blinds are either modified or re-ordered at no cost to the customer, and installation workmanship is guaranteed for 12 months.

Problems

Should a problem arise with a job, NBI works with the installer and web retailer to resolve it.  We also provide customers (via their Job Page) a simple onsite troubleshooting guide.

Installer Selection and Management

NBI selects installers after they complete a lengthy questionnaire, agree to NBI’s terms and conduct standards, and pass an interview that probes their knowledge, experience and work ethic.  Once accepted into the NBI network, our system constantly monitors 23 metrics for each installer based on their performance and customer answers to NBI’s Completion Survey.  These metrics are compiled in real time to create an online “Report Card” for every installer.  Weak installers are counseled and, if they do not improve, replaced.

When a customer enters a Zip code and more than one installer covers that area, the system decides which installer to match with the customer based in part on their Report Cards scores.  In this way better installers receive more work.

NBI monitors each installer’s activity via Job Page updates and customer surveys.

Our standards are high and over 60% of all installers that have applied to join the NBI network have been either rejected because of their questionnaire or interview, or removed from the network for poor performance.

NBI’s Internet Based System

NBI’s operation is based on a sophisticated and extensive Internet based system.

Simple Implementation

The NBI Locator can be implemented in a few hours.  We provide the simple HTML code to add to a web site to display the Zip code entry box, display customer comments and track page views.  All other functionality is run from NBI’s servers but, because the NBI Locator appears to run within a web site, customers believe that they stay on the internet retailer’s site.

Job Page

NBI’s system maintains a unique “Job Page” for every request, which can be accessed and updated at any time by the customer, installer and website who all receive the URL for every Job they are associated with.  Access to the Job Page is controlled using security codes in the provided URLs, so that confidentiality is maintained.

The Job Page provides:

* the current status of the project

* the customer’s details

* the installer’s details

When the Job Page is updated emails are automatically sent to those who need to know.  For example, when the completed measure form is uploaded by NBI, emails are sent:

* to the customer, advising that they can view the measure form online

* to the installer, acknowledging NBI’s receipt of the faxed measure form

* to the website, advising that the measurements are now available online, so the customer can be contacted to place their order.

Customer Service Rep Support

CSRs can initiate installer requests for customers, via their “Job Look-UP” page (see below) and the Job Page includes a “CSR Note” allowing CSRs to annotate jobs.

Website Resources Page

Each website has a secure Resources Page, giving:

* Full implementation instructions

* NBI’s contacts and terms

* A Job Look-Up page, allowing outstanding installer requests to be selected via multiple criteria, and Job Pages to be viewed and updated.

* An Activity Reports page, with management reports detailing and analyzing all aspects of the requests initiated via that website.

September 1, 2009

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