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Module 1: What an ECR Is and Isn’t

Lesson 1: Explain the ECR purpose without turning it into an estimate

Lesson 2: Set expectations for a visual inspection and documentation-only visit

Lesson 3: Identify what you must never promise, recommend, or speculate about

Module 2: Arrival and Field Script Execution

Lesson 1: Run the arrival opener and confirm access without losing control

Lesson 2: Frame the visit correctly and keep the homeowner aligned

Lesson 3: Close the visit and state next steps without selling or pricing

Module 3: Inspection Method and Documentation Standards

Lesson 1: Inspect exteriors in a consistent order without missing categories

Lesson 2: Document observations in clear, factual language the office can use

Lesson 3: Identify common exterior failure signs and record them correctly

Module 4: Rating System Consistency

Lesson 1: Apply Green/Yellow/Red ratings using the same thresholds every time

Lesson 2: Write rating rationale that matches the photos and observations

Lesson 3: Avoid rating drift and overcalling issues

Module 5: Photo Standards and Upload Rules

Lesson 1: Capture required overview photos and key elevations correctly

Lesson 2: Capture close-ups that prove the condition without confusion

Lesson 3: Label and upload photos so they are usable for review and follow-up

Module 6: Submission, Completion, and Attestation

Lesson 1: Complete the ECR job form fields without gaps or “n/a” misuse

Lesson 2: Run the completion checklist so the report is audit-ready

Lesson 3: Submit the attestation correctly and confirm the record is complete

Module 7: Escalation Rules and Office Handoff

Lesson 1: Identify what triggers escalation to estimator or office immediately

Lesson 2: Record escalation notes so the office can act without re-calling you

Lesson 3: Protect the company by avoiding unauthorized advice and commitments

Module 8: Handling Homeowner Questions During an ECR

Lesson 1: Deflect pricing, timelines, and scope questions using approved language

Lesson 2: Handle pushback and skepticism without getting defensive

Lesson 3: End conversations cleanly and route questions to the right person

ECR Technician Track — Delivering the Exterior Condition Report Standard

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