Sending the Initial Application to SP

1. From the home page, select 'Templates' from the menu on the left
   
   
2. Select the 'CHS - Independent Service Provider Agreement 4/12/22 (Do not select the one created in 2024)
   
   
3. Change the document name to 'New Member' or 'Re-Recruit' - then the company name (New Member - Jackie's Plumbing)
   
   
4. Under 'Owner' enter the email address and the owner's first and last name
   
   
5. Scroll to the 'Note to all recipients' box and delete the introduction, including 'Dear Valued Service Provider', and enter a personalized greeting'
   
   
6. Enter your name on the signature and extension at the end of the note
   
   
7. Select 'Continue'
   
   
8. The first three pages go to all SP's
   
   
9. Remove the trades that do not apply
   
   
10. Cinch Rate sheet is for HVAC, Electrical, Pools, and SPA's and Garage Door Openers (GDOPN)
    
    
11. The Flat rate sheet in ZOHO is the Appliances
    
    
12. Plumbing Flat rate sheet needs to be added (select 'Replace' from the appliance flat rate sheet and add the plumbing)
    
    
13. The Cinch Coverage Area document is sent to all SP's
    
    
14. Workers Comp Waiver Form - Sent if the SP does not have Workers Comp. Delete if they do have it. Send anyway if you do not verify WC on the phone
    
    
15. SB terms of agreement are sent to everyone
    
    
16. Delete all of the examples
    
    
17. Cinch - Service Provider Integration is sent to everyone
    
    
18. Select 'Continue'
    
    
19. Verify the SP's name and email address in the 'Recipients' box
    
    
20. Select 'Send; then 'Confirm'
    
    
21. Verify the application was sent by going to 'Documents' then 'In progress'
    

Adding Completed SP Application from Zoho Folder

1. To download and save a completed application from Zoho to your 'completed applications' on Zoho
   
   
2. Click on the three dots
   
   
3. Select 'download'. It will automatically move to your 'downloads' in your OneDrive
   
   
4. Create a folder with the company name
   
   
5. Go back to downloads and open the folder
   
   
6. Select control A to copy the application and add it to the company folder
   
   

Sending Completed Application to Admin

1. Select 'Template'
   
   
2. Go to 'Recruiter and Admin Approval Page'
   
   
3. Change the document name to 'New Member' or 'Re-Recurit' - then the company name
   
1. New Member - Jackie's Plumbing
   
   
4. Under 'Recruiter', and add your Cinch email and first and last name
   
   
5. Select 'Continue'
   
   
6. Select 'Add Documents'
   
   
7. Desktop, One Drive, Documents, open the folder with the SP's documents that you wish to send
   
   
8. To copy all the documents, Control A (to highlight all the documents), then select 'open'
   
   
9. All documents will be uploaded to Zoho
   
   
10. Verify all the documents are there, then select 'Continue'
    
    
11. Select 'Ignore form fields' from the pop-up, then select 'proceed'
    
    
12. Select 'Service Network Admin' from the 'Recipients' list
    
    
13. Select 'CHS Independent' document and select page 7
    
    
14. Scroll to the bottom of the page and drag the 'Signature' box to the 'Approved by CHS' line
    
    
15. Drag the 'Sign Date' box to the 'Date' field
    
    
16. For Appliance and Plumbing, you need to sign the rate sheets: click on your name, drop and drag signature and text to print name
    
    
17. Select 'Send' from the top of the page
    
    
18. Select 'Save and sign'
    
    
19. Select the 'Consent' statement at the top of the page to say that you understand and agree
    
    
20. Select 'Agree and Continue'
    
    
21. Enter your name and date and select signature
    
1. The GL must be confirmed with the insurance company, so you must call the insurance company on the GL form
   
   
22. In the box, enter where you received the lead from. 
    
1. AM lead (AM name) target list, warm lead, CRM target list
   
   
23. Also add who you spoke with and when you verified GL
    
1. GL verified 10/31/24, spoke with Diana at Farmers Insurance
   
   
24. Click outside the box, then select 'Finish'