Surcharge Collection

Surcharge Collection

When collecting the Deductible/Service Call Fee, there will be an additional $10 Service Fee Surcharge added to each Service Request.
Sears and Goodman warranties are excluded from the additional Surcharge Fee.
  1. On the Deductible pop-up, click Disclaimer to trigger the Surcharge pop-up and read the explanation script to the customer.
  2. Once the Surcharge Script has been read, click Close and click the I have read the disclaimer box.
    1. If working out of ServiceBench, agent will need to access the Disclaimer Script.
  3. Select Pay with Card, then click Submit.
  4. On the Payment Details screen, the Total will include both the Deductible/Service Call Fee and the Surcharge.
  5. Move forward with normal payment collection process and create the Service Request.
  6. Enter Comment reflecting the non-refundable deductible and surcharge were collected.

Rebuttals

If the customer pushes back or requests additional information for the surcharge:
  1. Advise of the Rebuttal Script and Talking Points.
  2. Direct them to the General Exclusions and Limitations section of their warranty and advise of the Warranty Verbiage.

Waive Surcharge

If the customer still refuses after 2 rebuttals or is threatening Legal/BBB/Social Media, reach out to a supervisor to obtain approval to Waive the surcharge.
  1. If approval is given, advise customer of Waive Surcharge Script.
  2. Select Pay with Card.
  3. Click the Waive Surcharge box.

  4. A reminder to document the reason for waiving will display.
  5. Move forward with normal payment collection process and create the Service Request.
  6. Enter Comment advising the reason for waiving the surcharge as well as who gave approval.


    Helpful Links

    i-Knowledge Help System - Partner Teams
    i-Knowledge Help System - Internal Teams

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