Staff Meeting Notes/Results Incentive Programs Quality Assurance Reports, Survey Results, etc. Safety Meetings 7. Vendor Information Catalogs and Price Lists Order Forms 8. Insurance
folder will contain policies, amendments, and endorsements
9. Accounts Receivable Weekly Accounts Receivable Reports from CCS 10. Legal Documents: keep in safe deposit box or in a fireproof safe Franchise Agreement and FDD Registration of Assumed Name (DBA) Articles of Incorporation Resolutions Stock Certificates 11. Office Equipment Warranties and Operating Instructions 12. Estimates: Office Copies of Current Customer Estimates Copies of Former Customer Estimates Copies of Pending Estimates Copies of Declined Estimates 13. MOLLY MAID Mailings 14. Medical Records:
MOLLY MAID Right Start Transfer Manual Copyright 2015, Molly Maid, Inc. These records must be treated as confidential and not included in general personnel files. 1.19 Customer Care SystemWorkbook Along with the Customer Care Installation, we’ve created the Customer Care System Workbook that is located on the MOLLY MAID team site. During your week of training at the home office, you will have more hands-on training with the Customer Care System. Sessions during Initial Training Week assume you have completed the live module and Workbook. 1.19.1 Computer Accounting Systems As with the Customer Care System, use of a computerized accounting system can save a great deal of time and effort. QuickBooks is included as part of your Initial Package and has Proprietary and Confidential Information Page 33
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