CASE STUDY, Contractors working with customers

Brian Javeline, a co-founder of MyOnlineToolbox needed a new air conditioner.   While interviewing potential A/C Companies, Brian indicated that the first to deliver a good value and also use MyOnlineToolbox to complete the transaction would get the Job.  Here is the step-by-step Case Study between Brian of MyOnlineToolbox and John Snell of www.SnellAC.com .

Brian first received this Subject in his email inbox

Upon selecting the above, the following appeared

Note: The encrypted Job Code was abbreviated for the purposes of documenting this Case Study.

Following the instructions above brought Brian to the following screen.

First appeared the Job Summary Page

By Selecting the Estimates tab the following details appeared.

By scrolling down the Brian was able to see more details that took more than a page.

It was time to ask a question to the Contractor so either the option on top or bottom could be selected

Then the question is asked

Upon hitting Send Note, the Contractor was alerted that a message was sent and it was recorded in the communications log between Brian and John.  The following is what John saw when looking at the Job from his side of the business.

Brian and John have a few exchanges as shown below.

Brian then Approved the Estimate

The system forces the user to confirm in order to ensure integrity of the approval and selecting the Approve Estimate button is not a mistake.

The job was completed and another communication came to Brian along with an invoice.

Brian then paid and then John followed up to ensure everything went OK with the installation.