taza360 bpo guidetaza360.com/docs/taza360_bpo_guide.pdftaza360 bpo guide topic page accepting a bpo...

14
TAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360 5 Adding the Asset and Company ID, not the Address 6 Accepting your assigned BPO (not an invitation) 7 Filling in the BPO Data fields 8, 9 Uploading Photos 10, 11, 12 Preview/Submit your BPO 13 Complete the Vox Task 14

Upload: others

Post on 28-Jun-2020

4 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

TAZA360 BPO GUIDE TOPIC PAGE

Accepting a BPO Task 2

Viewing the Task Details 3

Task Description Tab 4

Adding the BPO in Taza360 5

Adding the Asset and Company ID, not the Address

6

Accepting your assigned BPO (not an invitation)

7

Filling in the BPO Data fields

8, 9

Uploading Photos 10, 11, 12

Preview/Submit your BPO 13

Complete the Vox Task 14

Page 2: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Log into Tazareo.net In the Upper blue bar- press VOX Tasks Check the small box (left column), Press the Task Name Accept the Task, (After you finish a Task, you also need to Complete the Task).

Accepting a BPO Task

Page 3: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

The Task Details Tab shows- The BPO Type, The Client Company ID# and Client Asset ID#.

Opening the Task/viewing the Tabs

Page 4: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Task Description Tab Follow these 9 steps carefully to complete the BPO. Note: The type of BPO, Company ID#, and Client Asset # are in Task Details Tab.

Page 5: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Log into Taza360.com, enter your same username/password, OR in Tazareo.net press the Management button/TAZA360 auto login. Press NEW BPO and add the BPO type from the Task instructions in VoxTasks /Task Description tab

Adding the BPO in Taza360.com

Page 6: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Add the TAZAVOX Asset ID and TAZAVOX Company ID (from the VOX Tasks- Task Details Tab) Press Confirm Property, if the Asset # is correct, the property address will auto load. DO NOT MANUALLY ADD THE ADDRESS. AN ADDRESS MIS-MATCH CAN RESULT IN YOU RE-DOING THE BPO

TAZAVOX COMPANY ID AND ASSET ID

Page 7: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Accepting your assigned BPO (not an invitation)

• Press Assigned BPOs/Inspections • Accept the BPO by pressing the Accept/Reject link in the action column • The property Address will link (underline), Press it to open the BPO

form

Page 8: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Start filling in BPO information by using the vertical menu in blue. Complete all tabs listed- Do not leave a field- UnKnown- use NA if a field doesn’t apply

Filling in the BPO Data

Page 9: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Complete each tab, press save. Use NA if field does not apply.

Filling in the BPO Data

Page 10: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Uploading Photos

Select Upload and Edit Subject property photos

Page 11: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Press the select button and find photos on your computer Your photos will be resized and you will see green dots to the left of them when

uploaded Press the Upload button ONE TIME

Selecting your photos and uploading

Page 12: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Adding photo descriptions

Type in the photo description, or select description from dropdown Press update when completed

Page 13: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Preview your BPO evaluation before you Submit. When you are done press the Submit button

Submitting the completed BPO

Page 14: TAZA360 BPO GUIDEtaza360.com/docs/TAZA360_BPO_GUIDE.pdfTAZA360 BPO GUIDE TOPIC PAGE Accepting a BPO Task 2 Viewing the Task Details 3 Task Description Tab 4 Adding the BPO in Taza360

Complete the Vox Task

Go to Tazareo.net Vox Tasks Go to the top of the Task, COMPLETE the Task