Service Calls

5 Parts/Actions of the Service Call protocol are below:

  1. Request for Schedule - Click Purple Button to review and schedule ASAP.
  2. Schedule Submitted Email w/ Customer - Copies Customer on email thread in case either something to communicate about this. No action required.
  3. Outcome Update Request - Submit diagnostics/service ticket AND recommended action from the visit. Don't wait for the invoice/repair Proposal.
  4. Outcome Received w/ Customer - Display's your recommended action and in the bold text tells the customer that you are preparing a Recommended Proposal.
  5. (If recommended) Reply back to Outcome Received email thread with your Recommended Proposal - Our team will upload to Ravti for the customer's review. Once they accept you will be notified right away


Step 1 - The Request for A Schedule

The "Click Here to Schedule." The purple button will bring you to the tokenized link.

Once your ETA window has been submitted, it will automatically update all parties involved together with you copied on a new email.

There your team will review all the necessary information from things like Purchase Order Number, Urgency/Time Desired, site plans and roof access, and the billing information.

Example Images below:

Service Call information

As soon as your team has a schedule they will need to submit their estimated arrival window on the link

In the case your team cannot fulfill a service request, you may click the "Deny, I am Unavailable For This Request" and provide your reason there.

Once your ETA is scheduled, your service team and the property management will be looped in on a confirmation email that this request has been scheduled.

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Providing the Outcome and Service Documents 

You can use the same link to access the service call or we will automatically email you a request the provide OUTCOME for each request.

This outcome requires a service ticket describing work performed with the PO# stated, and the 2 multiple-choice required submissions for the "Current Status of the Unit(s)" and "Recommended Actions"


Once the outcome is submitted, again your service team and the property management will be looped together on an email displaying the outcome you submitted.

There you should reply back to the email with any recommended actions if you may have.

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If your team recommended a repair or replacement that requires confirmation from the property management please 'Reply All' to the "Outcome Received!" email.

Ravti will upload the proposal to Ravti for the customer for their review and decide how they would like to proceed. You will be kept in the loop in the process as well.

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Step 4 - Billing


The billing information will always be available on the service call request link and on the Outcome email, you are included on. Please let us know if you need more information if you receive a request from a new customer or new address. 

Submitting invoices that are billed to ravti Ravti by going to ravti.com/invoices.

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