Contractor Online User Manual - 2
Contents
1. Home Buyers Resale Warranty Corporation Contractor Online User Manual HBRWC is a service mark of Home Buyers Warranty Corporation 10375 E Harvard Avenue Denver CO 80231 Home Buyers Resale Warranty Corporation Dear Service Provider The following manual outlines step by step instructions of the most common tasks within of HBRWC s Contractor Online web application You may find this manual more useful once you have registered on the web site to use the program instructions on how to register found on page 3 of this manual and have had a chance to look through each of the available screens Once you have determined which task you wish to complete refer to that specific topic in the manual as outlined in the Table of Contents If at any point you need assistance using the application please contact HBRWC s Service Network Administration at 1 888 886 4802 and an SNA associate can assist you Thank you Service Network Administration 2 10 HBRWC Page 1 2 10 Home Buyers Resale Warranty Corporation Table of Contents IRC CISTI Te e Page 3 LOSS me ODE aos any Maer IS RN EE QE E Page 3 My FOE Cota testes O Page 3 My Work Orders iocos ds eee beoe o IPRC Es Page 4 Work Order Service Status WOSS Page 6 Claim Authorization 0 cc cece cence ee ees Page 8 Invoice Submission cece cee cee seen eee ees Page 10 My Purchasec Orders causes e naewnasacuerhoaceass Pag2. if within your Call In limit and submit all invoices online anytime at 2 10 com Contract Language AIR CONDITIONING AND HEAT PUMP Standard Centrally ducted refrigeration system includes heat pump Condensing unit compressor liquid and suction line dryers Motors valves coils Leaks in refrigerant lines Fuses breakers disconnect boxes and wiring Clearing of condensate drain lines Evaporative cooler Pump casing Motor belts and pulleys Float assembly Built in electric wall units Multiple units Thermostats 13 SEER For units below 13 SEER and when repair ireplacement of failed covered equipment is not available at the current SEER rating repair replacement will be performed From here you are able to update and manage each work order You can change the work order status authorize claims 1f under call in limit order parts and submit your invoice Page 5 NO Work Order Service Status WOSS Click on the WO to view the claim details as show on page 3 Click on Change Status located on the right of the current status Status Work Complete Change Status WOSS must be completed for each step of the job This is designed to provide a work flow which will help your company update the time line of a claim s progress to HBRWC through WOSS updates Once the status has been selected in the first step you can then move on to update the next step The statuses underlined below will allow you to move
3. City MO 64127 1546 Add Non Covered Charge Cost Contractor Fee for the pick up Will Call of HEW Supplied parts and or equipment from a Supplier This is a HBW Supply Job Code If this is the intended job code ignore this message otherwise delete this job code and use a Direct Supply Job Code instead 111170 Contractor Fee for the pick up Will Call of HEW Supplied parts and or equipment from a Supplier This is a HBW Supply Job Code If this is the intended job code ignore this message otherwise delete this job code and Click here to use a Direct Supply Job Code instead Contractor Fee for the pick up Will Call of HEW Supplied parts and or equipment from a Supplier This is a HBW Supply Job Code If this is the intended job code ignore this message otherwise delete this job code and use a Direct Supply Job Code instead delete a job code Put your invoice here Click here to submit invoice Click OK to proceed or Cancel to go back and make changes e No further changes can be made once the invoice has been submitted Your invoice has now been submitted for payment e You can print a copy of the invoice for your records from this screen by selecting Print at the bottom e Invoice statuses are also shown on the My Work Orders page Statuses include N A not submitted Ready for Batch submitted but not processed yet Approved processed Page 10 My Purchase Orders From this page you can manage your current
4. on to the next step UPDATING WOSS IS REQUIRED e Step Customer Canceled Dispatch Accepted Dispatch Declined e Step 2 Appointment Not Set Appointment Set Customer Cancelled Dispatch Declined e Step 3 Appointment Set Customer Cancelled Dispatch Declined Service Initiated Sub Status Parts Ordered SP Supplied Parts Ordered Direct Supply Customer Not Home 2 Appointment Needed Diagnosis Done Still Open Other Work Complete e Step 4 Customer Cancelled Dispatch Declined Service Initiated Sub Status Parts Ordered Customer Not Home 2 Appointment Needed Diagnosis Done Still Open Other Work Complete allows invoice submission can be selected in Stage 3 amp 4 e Submit invoice Page 6 E o s m Irder Deta 044 E i i nk below you may change the work order service status for this work order or simply view the homeowner propert displayed in Mountain Standard Time MST 3163606 R 101 Renewald 6 21 2006 2 38 41 AM MST 46 2006 6 00 00 AM Additional Low Appliances Dishwasher Appointment Set Click here to save changes arts ETA SP Supplied Date Put in ETA given by your supplier e Each selection has different fields required to be filled out For example selecting Parts Ordered SP Supplied allows you to enter part ETA and notes e Please Note Parts ETA is the expected date of the part as given by YOUR supplier 4 Click Update to s
5. purchase orders within the last 30 days You may sort this list by status and may view the purchase order details by clicking on a Purchase Order Number PO from the list as shown below The My Purchase Orders page shows you the PO supplier name homeowner address status and order date If the purchase order you are looking for is older than 30 days or is not in the list use the Purchase Order Search page to find it Click here to filter by status Status all ia My Purchase Orders Past 30 Days Click here Supplier Property Address Status for more am EFE 5018471 American Distributors Inc 4 Desoto Forest Cv Ordered details 4201 amp Shackleford Rd Little Rock AR 50156433 Camer Mid South 11 Bowers Rd Ordered Cancelled 3700 W 66th St Little Rock AR Closed En18554 Carrier Mid South 13811 SAINT MICHAEL DR Ordered Cancellation Requested 3700 W B amp 5th St Little Rock AR Once you click on the purchase order number you may view details such as supplier info customer info order info part description part number and status as shown below View Work Order Work Detail amp Invoice Bill Of Materials Purchase Order 5018421 Supplier Info Customer Info Order Info Goodman Distribution Brenda Howard Order Date 6 25 2009 6 35 PM American Distributors Inc 501 993 9062 Order Status Ordered 4201 S Shackleford Rd 4 Des
6. 8020001 Service Call HVAC 4500 X Click here to delete job Deductible automatically deducted gt k here Get Authorization 4 A new window will appear If you know the job code you can enter it into the job code field If not click on magnifying glass as shown below Step 1 of 2 Enter Job Code Add Work Item Enter Job Code In the field below enter the job code for the work item you wish to add or select one or _ more from your favorites list If you do not know the job code for the work item click the d icon next to the field in order to search for the inb code Job Code Click here to add job code to favorites p Add to Favorites Y Favorites Search For a jab code You may select one by clicking the associated link or check one or more then click Next 20001 Service Call HVAC x 20048 Blower Motor 1 3 HP 7 20065 Control Board x 71 20n7n 24V Transformer w Click Next to continue 5 Use the search fields to find a job code with all or part of the job code or name You may also narrow your search by system Click Search to query the price guide Click Cancel to go back 6 Click on the appropriate job code once identified This will bring you back to the first screen and the job code number will populate in the job code box 7 To save the job code in your favorites check the Add to Favorites box before clicking Next to continue e The next time you go to add a job code it will be listed under Fa
7. Crystal Nault Appliance Home Appliance Miscellaneous Job Code Item Description Price 10001 Er Eu Appance f t ttt a TEE 48 00 MEN enmiee Cal After Hours Appliance T 72 00 10090 Non Price Guide Item Parts amp Labor Appliance 2 3 0 00 Page 11 My Statement View all of the payments made to you for the current month You may also change the dates to view a larger range of payment information e Check provided is our check e Amount is total amount paid on check e Associated Work Orders lists the work orders that were paid under that check It also lists the amount paid for each work order My Home My Work Orders Work Order Search My Purchase Orders Purchase Order Search Price Guide My State My Statement Below you will find all af the payments made to you for the current month You may also change the dates below to view a larger range of payment information From Date 08 01 2009 To Date 08 11 2009 Ses2bF _ Click here to choose date range Date Check Amount Associated Work Orders ONO DOS 8 4200022433 WES 3121104 224 08 3118299 171 30 3124157 171 39 31225032 23280 24 OB 0 2009 4200032311 542 88 3121184 347 04 3122 03 254 88 30657717 144 06 1118138 2153 886 31240829 233 24 W O Amount Paid My Statement Page is Excel Friendly copy and paste for archive purposes Feedback We try to provide our partners with the most efficient and state of the a
8. ave changes e The status updates are automatically displayed in our claim notes eliminating the need to call in with routine updates any longer 5 Youcan go back and update part ETA after you have updated the part status if needed e ETA date will be located above the status as shown below once the Parts Ordered status has been selected e Click update to save changes Letalls below you may change the work order service status for this work order or simply view the homeowner prop lisplayed in Mountain Standard Time MST t Number 3620741 C H67B Closing T11 2007 11 37 34 AM MST 4 30 2007 6 38 30 PM Plumbing System Faucets TI2T 2007 Update ETA Service Initiated Parts Ordered SP Supplied Chan unsure unsure 0 00 45 00 300 00 07 11 2007 Customer Has Supreme Coverage Customer Has No Platinum Coverage Page 7 6 WOSS update for HBW supplied parts e When HBW supplies parts the WOSS is automatically updated on COL to Parts Ordered HBW Supplied as seen below e Default part ETA is five days The purchasing dept will confirm and update the part ETA the following business day after PO has been placed to show the correct ETA e Do not give the homeowner the default 5 day ETA Please wait one business day for the true ETA to be displayed View Work Order Work Detail amp Invoice Bill Of Materials View Work Order Details 3222282 Using the Change link below you may chan
9. ber 5581888 C C35B Closing Claim Date 618 2009 7 18 23 AM MST Priority Low System Central Air Conditioning Freon Split System Status Dispatched Change Status Brand n a Model n a Trip Fee 0 00 Deductible 75 00 Call In Limit 350 00 Dispatched Date 05 18 2009 NOTICE Customer Has Supreme Coverage Customer Has No Platinum Coverage Customer Has No Enhanced Coverage Notes Caller mr homeowner Problem the upstairs unit is not cooling Additional Notes call the homeowner at 501 351 1062 of Units in Home Location of Affected unit 2 upstairs l Lb Mole amp Nm Page 8 3 Add the appropriate job codes for the claim To add job codes click on Cost as shown below Invoice 3028120 Pending Submission Home Buyers Resale Warranty Corporation NIA Property Address Click here Kelli Foster 10735 DEXTER DR r DENVER CO 80233 4552 to add job codes Add Non Covered Charge Item Description Cost p 2521150020114 HBW Supplied Condensing Unit and Evaporator Coil 1 5 to 3 5 Ton 260 00 X This is a HBW Supply Job Code If this is the intended job code ignore this message otherwise delete this job code and use a Direct Supply Job Code instead 2511167020058 HBW Supplied Blower Motor 348 00 X This is a HBW Supply Job Code If this is the intended job code ignore this message otherwise delete this job code and use a Direct Supply Job Code instead 251418
10. countant business owner or partner e Online User Online Users have limited access They may manage their own user profile information make work order status changes and add job codes They may not see pricing information change company contact info manage user accounts or other administrative functions This role is designed for field technicians and general office staff At the top of your home page are links to other pages that help you manage your work orders My Work Orders This section allows you to view and manage your current work orders within the last 30 days You may sort this list by status and may view the work order details by clicking on a Work Order Number WO from the list as shown below The My Work Orders page shows you the WO homeowner name homeowner address work order status invoiced amount and invoice status If the work order you are looking for is older than 30 days or is not in the list use the Work Order Search page to find it Contractor Online My Home My Work Orders Work Order Search My Purchase Orders Purchase Order Search Price Guide My Statement Feedback Manage Work Orders From this page you can manage your current work orders form within the last 30 days ou may filter this list by status if you choose and may view the work order details by clicking on a Work Order Number from the list If the work order you are looking for is older than 30 days or is not in the list u
11. e 11 PICO UIC RERO Page 11 My State Bello io haeicn duenseutdacnteeacdederadtenns Page 12 PGCUDACK asicatcbonsircarcans sedadeuaoteereren marten Page 12 Page 2 Register Now To get started on Contractor Online register your company at https secure 2 10 com ContractorOnline During the initial registration you will create a user name for your company s Administrator The Administrator can perform any action on behalf of your company after logging in l 2 X e Click on Register Now Enter your Contractor Number GPID and phone number e Don t know your GPID You can locate your 10 digit GPID on the bottom remit piece of your check stub under vendor You can also call Service Network Administration at 1 888 886 4802 Click Lookup and your company s information will appear below Once you confirm this information is correct click Continue Read the Terms amp Conditions Click I Agree at the bottom then continue by selecting Next You are now ready to sign up for your new account Enter all information for your personal profile This also includes setting up your user name and password Your account has now been created Click Continue to access your account Logging in Once registered you can log in to your account at https secure 2 10 com ContractorOnline l 2 Enter your User Name and Password Click Log In to continue e Click Forgot Password if you cannot remember your password You will be prompted to answe
12. ge the work order service status for this work order or simply view the homeowner property and work order details Dates are all displayed in Mountain Standard Time MST Work Order Details Contract Humber 5822005 C C24C Closing Claim Date 11 19 2009 3 38 19 PM MST Effective Date 3 3 2008 7 16 54 PM Dispatch Type Original Priority Low System Gas Elec Heating System Heating System Gas ETA Date No ETA Date Status Service Initiated Parts Ordered HEW Supplied Change Status Brand Rudd Model n a Trip Fee 0 00 Deductible 50 00 Call In Limit 350 00 Dispatched Date 11 19 2009 NOTICE Customer Has Supreme Coverage Customer Has No Platinum Coverage Customer Has No Enhanced Coverage Claim Authorization 1 Click on the WO to view the claim details as show on page 4 2 Click the Work Detail amp Invoice link at the top e On this page you can authorize the claim if the total cost is UNDER YOUR CALL IN LIMIT Please refer back to the View Work Order page or your dispatch to identify your call in limit for the claim Click here to get to the authorizations page View Work Order Work Detail amp Invoice Bill Of Materials View Work Order Details 3070086 Using the Change link below you may change the work order service status for this work order or simply view the homeowner property and work order details Dates are all displayed in Mountain Standard Time MST Work Order Details Contract Num
13. ondencem2 10 com edit Mobile Access You currently do not have mobile access configured To set up mobile access click add My Users 2 Bldoore Add User My Profile This section has all the personal information for the user currently logged on Administrators and Online Users can edit their contact information address password and security question My Company This section has all your company s information listed Only the Administrator can edit the company s email address phone numbers fax number and address You can also change your dispatch method to Email HBW s Preferred method or fax Note Online Users CANNOT edit this information only Administrators Page 3 Mobile Access You have to set up your mobile access Enabling this function will allow you to access our mobile site and update work order service status WOSS from your phone My Users The Administrator can register additional users to your account Each user is required to have their own unique username and password To create a new user click Add User and follow create user name and password directions The new user can be an Administrator or Online User e Administrator The Administrator can perform any action on behalf of your company They may add remove or edit users for the company edit company contact information manage work orders submit invoices as well as see pricing and billing information This is typically an office admin ac
14. oto Forest Cv LABES Little Rock AR 72204 7115 Little Rock AR 72212 2354 Work Order 3081583 501 374 2323 Order Detail Qty Description Part Status 1 Copeland 2 5 T 30K Compressor Reciprocating R 22 CR30KS5PFVB60 Ordered Price Guide The Price Guide section is a list of your current pricing guides that are under agreement between your company and HBW This list includes all the job codes for each repair or replace item You can review your pricing structure at anytime and print them from this page Please note that only administrators are able to view this agreement If you have any questions or concerns about your pricing guide please call your Area Service Manager at 1 888 886 4802 My Home My Work Orders Work Order Search My Purchase Orders Purchase Order Search Price Guide My Statement Feedback print cover page print a copy Price Guide for King Harry Mechanical 8 10 2009 Below is a listing of all of your company s job codes within your price quide If you have any NENNT or concerns regarding this information please contact your personal HAW Service Network Administration representative or call us at 1 888 802 If you have not yet signed off on this price quide please print complete and mail the cover page to our Service Network Administration department The link to open the cover page is at the top of this screen or click here Please fax your completed cover page to 303 306 2276 ATTN
15. r your Security Question If answered correctly a new password will be emailed to your email address on file My Home Your home page contains all your profile company and user information As an Administrator you have the ability to edit any information on this page To edit simply click Edit in the group that you wish to edit A new screen will appear allowing you to edit the information Please note Online Users have limited access to editing these fields Administrators have full access My Home My Work Orders Work Order Search My Purchase Orders Purchase Onder Search Price Guide My Statement Feedback My Home From this page you can edit your personal profile including contact information view your work order queue or view information about your company To view work orders from the last 30 days go to the My Work Orders page otherwise you can find older work orders by using the Work Order Search page My Profile My Company User Name KingHarry Company Name King Harry Mechanical Name Harry Kopp Email Address snacorespondencem2 10 com Email Address hkoppiz 10 com Office Phone 888 806 4302 Work Phone 720 747 8157 Fax Cell Phone Address 10375 E Harvard Awe Fax Ste 100 Denver CO 80231 Service Address 10375 E Harvard Ave et din Denver CO 80231 Billing Address 10375E Harvard Awe m Ste 100 n Denver CO 80231 Dispatch Method Email snacorresp
16. ratar Coil Model amp Serial amp Manufacture Date 2 Condensing Model amp Serial and the Manufacture Date 3 Non covered costs for repairing existing units 4 Mon covered costs for replacing existing units 5 Cost if contractor would be able to supply amp the time frame for installation Did you explain the trade fee and call back time Sahumada Changed WOSS to Dispatched Web qaq611 Changed WOSS to Work Complete Please indicate date time job completed here Property Address _ _ PONCII E NC TU Jefferson St Claim Contact Poton Jose NM Jacksonville AR 72076 9404 Contact Numbers Mobile 501 837 5438 Home Phone 501 834 0644 Dispatch Guidelines m Please contact the customer within 2 hours to schedule an appointment m After diagnosing the problem if the total repair cost will exceed your Call In Limit as indicated above you must call the HEW Authorization Department at 1 800 482 4776 to obtain an authorization code prior to performing any repairs m Ifa Trade Fee is listed on this dispatch it is your responsibility to collect it at the time of service Regarding your Call in Limit The Trade Fee is not deducted from vour total repair cost m If repairs are performed that exceed your Call in Limit without an authorization code you will not be reimbursed for those repairs m You can access your Contactor Online account to obtain authorization
17. rt tools possible for doing business with us and are always looking for ways we can improve our site We value and appreciate your feedback and hope you will take the time to let us know what you think My Home My Work Orders Work Order Search My Purchase Orders Purchase Order Search Price Guide My Statement Feedback Give us your Feedback We try to provide our partners with the most efficient and state of the art tools possible for doing business with us and are always looking for ways we can improve our site We value and appreciate your feedback and hope you will take the time to let us know what you think Please provide as much information az you would like or as much as possible to assist uz in understanding your feedback whether it be an izzue with the aite an error you received a positive aspect you liked or a feature you feel is missing Thank you again for taking the time to help make us a better business partner F Email me a copy of this feedback Page 12
18. se the Work Order Search page to find it My Work Orders Past 30 Days Click here sus 0M all wo Hon Addi 5tat Dispatche for more omeowner ress us spate Appointment Not Set details penes Robert Jose TOT Jefferson St Work Complete 7 11 2008 Appointment Set Click here 101153 Natasha Barkins 12 Applegate Ct Dispatched 7 11 2008 to filter Dispatch Declined 3101788 FAY amp NORMAN WARD 1621 KENSINGTON DR Work Complete 7 13 2009 Disnatched by status 3101424 Gregory Hope 30 PRIVETT PARK DR Work Complete 7 12 2008 Service Initiated Work Complete 3102030 Kris Gokiman amp Havenwood Ln Work Complete TIT3 20038 RIT P 3102038 Nathan Howell 1109 N Polk St Work Complete 7 13 2008 21 00 Approved 3102160 Rebecca Esch 5500 SOUTHWOOD RD Dispatched 7 13 2009 0 00 N A Note You can also sort work orders by clicking on the heading For example to see all work orders arranged by dispatched date in ascending or descending order click on the dispatched heading as shown below Click here to sort by Dispatched My Work Orders Past 30 Days Status all w WO Homeowner Address Status Dispatched Invoiced Invoice Status Ja Diane Crusetunner 265 VALLEY CLUB CIR Work Complete B TAA AO 0 00 MA 3085015 Shawn Holland 3408 Rushwood Cv Work Complete BT 0C 785 00 Apprawexd 3085531 Keith Sutton 2112 Hinson Rd Apt 11 Work Complete mb Am 7250 00 Ready for Batch Page 4 Once you click on the work order number
19. vorites on the first screen e To select a job code in Favorites check those that apply and click Next to continue 8 Enter as many details as possible including Model and Serial number brand and notes e You can decrease the job code price if you wish but you cannot increase it e You can cancel out of this item by clicking Cancel Page 9 11 NO 5 6 Click Finish Your job code item will now be listed on the Work Detail amp Invoice page see pg 7 Repeat steps 3 7 to add additional job codes to the authorization e You can remove a job code by clicking on X next to the dollar amount Once all job codes have been added click Get Authorization Notice that the deductible has automatically be removed from the sub total The total at the bottom shows what is owed by HBW Invoice Submission Claim must be authorized Please see page 7 on how to authorize a claim Work order status must indicate Work Complete Please see page 6 for directions on how to change WOSS Go to Work Order Detail amp Invoice from the View Work Order Details page where you change the WOSS Click on Submit an Invoice to turn in your invoice for payment e You may also choose your own invoice number for your own billing purposes in the field located right above the Submit an Invoice button Otherwise it will automatically default to the work order number Home Buyers Resale Warranty Corporation Property Address 1111 Monroe Ave Kansas
20. you may view the claim details such as claim date priority system status trip fee deductible call in limit homeowner contact information and warranty coverage details as shown below View Work Order Details 3101025 Using the Change link below you may change the work order service status for this work order or simply view the homeowner property and work order details Dates are all displayed in Mountain Standard Time MST Work Order Details Contract Number 5245353 C C24C Closing Claim Date 7 11 2009 2 07 47 PM MST Effective Date 122 2008 7 41 23 PM Dispatch Type Original Priority Low System Central Air Conditioning Freon Split System Status Work Complete Brand n a Model n a InpFee 0 00 Deductible 75 00 Call In Limit 350 00 Dispatched Date 07 11 2009 HOTICE Customer Has Supreme Coverage Customer Has No Platinum Coverage Customer Has No Enhanced Coverage Notes Caller Mr Jose Prablem Up stairs system not cooling Additional Notes of Units in Home Location of Affected unit 2 ls this Central 4 C No When was failure noticed 2 weeks ago Temperature Outside Attn Service Provider When providing service on air conditioning claims Heat Pump please obtain the following information to all related equipment to this claim az applicable Please have this information available to the Authorization Department at the time of authorization 1 Air Handler Evapo
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