Checks
The following information should be contained on all checks recieved from a customer. This information, when not
preprinted on the check, should be hand written in:
Name
Physical Address
Phone Number
Driver's License Number
Current Date
Signature
*Counter checks should not be accepted unless approved by management.
*When a company check is issued be sure to write the name of the person signing the check below the signature line
if the name is not legible from the signature.
*Never allow post dating of a check. In this case the check is no longer a check but a promise to pay which
complicates the collection process.
*Take extra precaution when checks contain a low check number. This indicates that the account is very young and
could indicate a potential problem.
*Returned checks are subject to a $30.00 return fee.
Credit Cards
*Check that the credit card has not expired.
*When excepting a credit card over the phone be sure to record not only the credit card number but also the
exoeration date.
*The credit card should be ran through the Lynk System before the ticket is invoiced through the POS system in case
the card does not clear
*If the card is declined by the Lynk System and the customer think it is an error, call the Lynk system service
number to determine if the declination is correct. If it is correct the customer need to provide other means of
payment.
Amerimax/Fabrel
1) After the customer reports the problem have them provide the following information:
A)Pictures of the problem areas on the material
B)The physical address of the building
C)One or more phone numbers where the customer can be contacted
D)Proof of purchase from B&M Building Contractors or B&M Metals
E)The contractor's name and address that installed the roof
F)The date that the material was installed
2) Use the date, color, and lengths to locate the Amerimax/Fabrel invoices that contain the material that was
purchased from B&M and sold to the customer.
3) Make copies of all correspondence and send originals to the central claims office of Fabral.
4) Create a file using the customer's name and keep all correspondence including the date that the information
was sent to fabrel.
5) All following Correspondence from or to Fabrel, B&M, or the customer should be documented, summerized
captured in the customer's file.
6) Once the claim has been accepted or denied by Fabrel, the customer should be contacted from a representative
from B&M and informed of the decision and/or resolution.
| Trucking Company | Phone # | Customer # |
|---|---|---|
| AAA Cooper | (800) 728-3268 (888) 849-0561 |
13914584 |
| Averitt Trucking | (800) 283-7488 | 0600031 |
| Conway Trucking | (770) 387-9447 | |
| Service Transit | (770) 971-7000 |