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Valverax LLC — Internal Portal

Team Portal

Training guides, SOPs, policies, and operational resources for the Valverax team.
Select a department below or start with your role onboarding path.

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All Staff
Company-Wide
Resources that apply to every team member
Core Values
01
Do What You Say
Commitments are honored, responsibilities are owned. Excuses don't build trust — results do.
02
In It Together
We have each other's backs. Success is shared, challenges are faced as a team.
03
Free & Accountable
We work with freedom and flexibility — freedom only works when paired with accountability.
04
Prevent Fires
Plan and communicate early. We're builders, not firefighters. Proactive beats reactive.
05
Keep Growing
We never settle. Stay committed to sharpening skills, improving mindset, and raising standards.
Read full values & examples →
Operational Workflows
Operations Workflow Small / Quick Projects
SmallProject Workflow

Contract signed through job closed and warranty support. No permit, no stamped drawings. 9 phases with full accountability mapping for all roles.

  • 50% deposit · 45% major completion · 5% punchlist
  • 9 phases: Handoff → Verification → Pre-Construction → Procurement → Construction → Post-Construction → Closeout → Reviews → Warranty
  • Valor job stage indicators per phase
  • Full accountability matrix — REP · OM · PM · AS
Open Workflow →
Operations Workflow Large / Complex Projects
LargeProject Workflow

Additions, sunrooms, and projects requiring permits, stamped engineering, architectural drawings, and HOA approval. 12 phases with master timeline reference.

  • Permit + architectural drawings + HOA required
  • 3-payment: $3K deposit · 50%−$1,500 · Final balance
  • 12 phases: includes architect, HOA, permit, sub bids
  • Master timeline reference: 4–7 month typical range
Open Workflow →
Company Policies
Policy
Holiday & Vacation Policy
Observed holidays · PTO accrual · request process
View Policy →
Policy
Team Referral Program
How team referrals are tracked, credited, and paid
View Policy →
Incentive
5-Star Review Incentive
Earning structure for reviews and video testimonials
View Policy →
Policy
Lead Attribution Policy
Self-gen · Team-gen · Company-gen — rules and disputes
View Policy →
Office
Office Manager
Lead intake, scheduling, customer communication & project administration
Training & Reference Guides
Reference Guide Homeowner Q&A
HomeownerQ & A Guide

Answers to the most common homeowner questions — before, during, and after installation. Reduces back-and-forth and sets proper expectations at every stage.

Open Guide →
Tool Lead Qualification Form
LeadQualification Form

Interactive form for qualifying incoming leads and capturing project scope before appointment scheduling. Ensures the right info is collected upfront.

Open Form →
SOPs — Front Office
SOP · IP-01
Lead Intake & Appointment Scheduling
Owner: OM · Trigger: New inbound inquiry
Open SOP →
SOP · IP-05
Pre-Production Control
Owner: OM + PM · Trigger: Deal approved
Open SOP →
SOP · IP-06
Installation Closeout & Feedback
Owner: OM + REP · Trigger: Install complete
Open SOP →
Playbook
Front Office Playbook
Speed, clarity, and first impressions
Open Playbook →
Sales
Sales Rep
Product knowledge, appointment execution, proposal control & deal handoff
Product Training Guides
Sales Training Vinyl-Film Porch Enclosures
PorchEnclosure

Three manufacturers. Multiple configurations. Product knowledge, buyer archetypes, and scripts to diagnose any porch and close the right solution.

  • Porch Windows Direct · Craft-Bilt · PGT Eze-Breeze
  • 4 buyer archetypes + full objection scripts
  • Fall barrier solutions: railing, fixed lites, SIP panels
Open Guide →
Agreement Training Aluminum Wall System
AluminumWall System

Real tempered glass in extruded 3" aluminum frames. Product knowledge and every item that must appear on the customer agreement.

  • Real tempered glass — not vinyl-film
  • Single clear tempered or 5/8" insulated argon glass
  • 25-year manufacturer's limited warranty
Open Guide →
Agreement Training Vinyl-Film Stacking Windows
Vinyl-FilmStacking Windows

Elastomeric vinyl-film panels in a 4-track aluminum frame — not glass. Product knowledge and agreement requirements.

  • Elastomeric vinyl-film — not glass, not rigid
  • 2-track (narrower bays) · 4-track (wide spans)
  • 10-year Craft-Bilt manufacturer warranty
Open Guide →
SOPs — Sales
SOP · IP-02
In-Home Appointment Execution
Owner: REP · Trigger: Appointment start
Open SOP →
SOP · IP-03
Proposal & Decision Control
Owner: REP · Trigger: Proposal required
Open SOP →
SOP · IP-04
Contracting & Deal Handoff
Owner: REP → OM · Trigger: Customer agrees
Open SOP →
SOP · IP-07
Post-Project Reviews & Referrals
Owner: REP · Trigger: Job closed
Open SOP →
Playbook
Sales Playbook
Convert qualified opportunities into buildable work · No doc = no deal
Open Playbook →
Policy
Lead Attribution Policy
Self-gen · Team-gen · Company-gen — rules, criteria, dispute resolution
Open Policy →
Production
Project Manager
Field execution, materials management, installation & job closeout
Training & Field Guides
Coming Soon Field Installation Guide
FieldInstallation Guide

Step-by-step installation procedures for each product type. Material checklists, work orders, and crew coordination guide.

Coming Soon
Coming Soon Final Measurement Guide
FinalMeasurement Guide

Final measurement procedures, documentation requirements, and material breakdown process from site to order.

Coming Soon
SOPs & Playbooks — Production
SOP · IP-05
Pre-Production Control
Owner: OM + PM · Trigger: Deal approved
Open SOP →
SOP · IP-06
Installation Closeout & Feedback
Owner: OM + REP · Trigger: Install complete
Open SOP →
Playbook
Production Office Playbook
Field execution & PM operations
Open Playbook →
Playbook
Operations Playbook
End-to-end operations coordination
Open Playbook →
Back Office
Accounting Specialist
Financial reconciliation, job payouts, payroll & company-wide policy administration
SOPs & Policies
Policy
Lead Attribution Policy
Self-gen · Team-gen · Company-gen — payout basis
Open Policy →
Policy
Team Referral Program
Referral tracking, credit, and payout rules
Open Policy →
Policy
Holiday & Vacation Policy
Observed holidays · PTO accrual and requests
Open Policy →
Incentive
5-Star Review Incentive
Review and video testimonial earning structure
Open Policy →
Financial Reference
Workflow Reference
Small Projects — Payment & Closeout Phases
Phases 6–7: payment collection, reconciliation, and job payouts
View Workflow →
Workflow Reference
Large Projects — Payment Structure
3-payment structure: deposit, mid-project, and final balance
View Workflow →