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EFE Onboarding and Standard Operating Procedures

EFE Onboarding and Standard Operating Procedures

The EFE eLearning course is designed to provide team members with a comprehensive understanding of our Standard Operating Procedures (SOPs) and key workflows essential for ensuring consistency, efficiency, and quality across our operations. Through an interactive and engaging learning experience, this course covers the foundational processes and best practices that drive EFE’s success.

Responsible Brandon Harvey
Last Update 10/22/2025
Completion Time 3 hours 5 minutes
Members 1
  • Intro
    1Lessons · 5 min
    • Introduction to the EFE SOP
  • Office Basics
    5Lessons · 25 min
    • Opening Procedures
    • Closing Procedures
    • General Cleanup
    • Answering the Phone
    • Quiz: Office Basics
      10 xp
  • Quipli
    8Lessons · 55 min
    • What is Quipli?
    • Using Quipli
    • Creating a Quote
    • Uploading Rental Agreements and Driver's Licenses
    • Notes on Orders and Customers
    • Pricing and How It Works
    • Adding and Editing Products
    • Quiz: Quipli Features
      10 xp
  • Rental Orders
    11Lessons · 1 hr 30 min
    • How Pickups Work
    • How Returns Work
    • Payment Methods for Orders
    • Refund Situations
    • Coupon Codes and Discounts
    • Dropbox and How To Use it
    • Unconfirmed Quotes/Reservations
    • Weekends
    • Theft
    • Review Plaque
    • Quiz: Rental Orders and Customers
      10 xp
  • Course Wrap-Up
    2Lessons · 10 min
    • Final Quiz and Review
      10 xp
    • Additional Resources & Feedback