Property preservation services interview questions

108 interview questions for the 18 roles a $20M business in this industry hires for, from leadership to the field. Each role has job-related questions, what strong and weak answers sound like, and a short work exercise.

18 roles. Open one to see its questions, or open them all.

Chief Executive Officer

6 questions · Review the client mix
Job description
  1. Two national clients make up most of your revenue, and one cuts your territory in half. What do you do?

    Situational · Client concentration risk

    Strong answer
    Builds a cash plan, trims costs, protects quality scores with the remaining client, and diversifies to other nationals, regional servicers, asset managers and REO agents.
    Red flags
    Waits for the work to come back.
  2. How do you track profitability by client when each one has its own price list and chargeback rules?

    Technical · Profit by client

    Strong answer
    Margin by work order type per client after vendor, labor and materials, minus chargebacks, the cost of slow payment and the admin load.
    Red flags
    Tracks revenue by client only.
  3. Foreclosure volume swings with the economy. How do you plan for a downturn or a surge?

    Situational · Planning for volume swings

    Strong answer
    Keeps a flexible cost structure with vendors, cross-trains staff, writes scenario plans, keeps credit available and watches delinquency trends.
    Red flags
    Has no plan beyond hiring and laying off.
  4. A crew working for one of your vendors enters an occupied home by mistake. What do you do as CEO?

    Situational · Wrong-property entry

    Strong answer
    Responds right away, apologizes to the occupant, notifies the client and insurer, investigates how the address check failed, holds people accountable and fixes the verification process.
    Red flags
    Keeps it quiet or blames the vendor and moves on.
  5. Tell me about a time you decided to walk away from a client or a line of work. How did you decide?

    Behavioral · Dropping unprofitable work

    Strong answer
    Names the client or work, the numbers behind it (margin after chargebacks, slow pay, risk), how they replaced the revenue or cut costs, and how it turned out.
    Red flags
    Has never walked away from revenue, or did it on a hunch.
  6. Tell me about a hard trade-off you made between growth and compliance.

    Behavioral · Growth versus compliance

    Strong answer
    Gives a specific case (turning down work in an area without insured, licensed vendors, refusing to submit reused or back-dated photos), what it cost, and how they grew anyway.
    Red flags
    Chose growth and doesn't see the risk.

Work exercise: Review the client mix

Give a made-up report on [4] clients: revenue, margin, chargebacks and days to pay. In [30] minutes, ask which client to grow, fix or drop, and why.

Chief Operating Officer

6 questions · Fix the workflow
Job description
  1. Walk me through how a work order should flow from the client portal to the field and back, with quality checks.

    Technical · Work order flow

    Strong answer
    Intake and instruction review, assignment by area and skill, due-date tracking, field completion with required photos, office quality check before upload, submission and follow-up on bids.
    Red flags
    Lets the field upload straight to the client with no review.
  2. On-time completion is fine, but a client's quality score is falling because of photo rejections. What do you do?

    Situational · Photo rejections

    Strong answer
    Reviews the rejection reasons, retrains crews on the photo rules, adds a checklist in the app and an office check, and scores vendors on it.
    Red flags
    Pushes for speed and ignores the score.
  3. A storm hits your territory, and clients send hundreds of emergency board-up and roof-tarp orders. How do you respond?

    Situational · Storm surge response

    Strong answer
    Triages by safety and due date, mobilizes crews and vendors, stages materials, tells clients what capacity is real and keeps crews safe.
    Red flags
    Accepts everything and misses most deadlines.
  4. An audit finds a vendor reused photos from an earlier visit to bill grass cuts that never happened. What do you do?

    Situational · Photo fraud

    Strong answer
    Stops assigning that vendor work, reviews their other orders, tells the client promptly and credits work not done, tightens controls such as time- and GPS-stamped photos and random field audits, and decides on the relationship.
    Red flags
    Quietly warns the vendor and keeps it from the client.
  5. Tell me about a time you managed a network of independent field vendors. How did you keep quality up?

    Behavioral · Vendor network quality

    Strong answer
    Describes onboarding, scorecards, audits and pay or volume tied to quality.
    Red flags
    Had little oversight.
  6. Tell me about a compliance or audit failure you inherited, such as missing vendor insurance or failed client audits. How did you fix it?

    Behavioral · Fixing compliance failures

    Strong answer
    Describes the gap, the immediate containment, the process change and how they proved to the client or auditor it was fixed.
    Red flags
    Blames the previous manager and has no lasting fix.

Work exercise: Fix the workflow

Give a made-up week of data: [300] work orders, late counts, photo rejection reasons and vendor scores. In [30] minutes, ask for the top three process changes.

Chief Financial Officer

6 questions · Price a client offer
Job description
  1. How would you forecast cash when clients pay in [30] to [90] days and vendors are paid weekly?

    Technical · Cash forecasting

    Strong answer
    Weekly forecast using each client's actual payment history, receivables aging, the vendor payment schedule and the credit line, with scenarios.
    Red flags
    A monthly guess.
  2. Chargebacks rose sharply this quarter. How do you find their cost and their cause?

    Situational · Chargeback cost

    Strong answer
    Sorts them by reason and by crew or vendor, totals the cost, takes it to operations and tracks the fix.
    Red flags
    Just books them.
  3. A national client offers more volume if you accept lower prices and longer payment terms. How do you analyze it?

    Situational · Evaluating client terms

    Strong answer
    Contribution margin at the new prices, extra working capital and its financing cost, crew and vendor capacity, and concentration risk.
    Red flags
    Takes the volume.
  4. Which insurance and risk costs do you watch in a business whose crews enter vacant homes?

    Technical · Risk and insurance costs

    Strong answer
    General liability, workers' comp, auto, claims history, vendor insurance certificates, and a reserve for chargebacks and damage claims.
    Red flags
    Hasn't thought about it.
  5. Tell me about a time you put money controls in place at a company that had almost none, such as vendor payments or approvals.

    Behavioral · Building controls

    Strong answer
    Names the controls (approval limits, separation of duties, vendor setup checks, reconciliations), how they won buy-in from owners and a problem the controls caught.
    Red flags
    Wrote a policy nobody followed, or can't name a control.
  6. Tell me about a time you managed a bank or lender relationship through a cash squeeze, such as slow-paying clients.

    Behavioral · Banking relationships

    Strong answer
    Told the bank early with a forecast and a plan, kept reports on time, asked for a line increase or waiver before it was needed, and kept the line open.
    Red flags
    Hid problems until the bank found them.

Work exercise: Price a client offer

Give made-up terms from a client: [20] more work orders a week at lower rates and [60]-day pay. In [30] minutes, ask for a recommendation with the cash impact.

General Manager

6 questions · Write a corrective plan
Job description
  1. Which weekly numbers tell you a preservation operation is starting to slip?

    Technical · Weekly operating review

    Strong answer
    On-time completion by client, quality check failures, chargebacks, bid approval rate, margin by work order type, receivables aging and vendor scores, with a threshold for each.
    Red flags
    Revenue only.
  2. A client puts you on probation after a bad scorecard month. What do you do?

    Situational · Client probation

    Strong answer
    Finds the root causes, writes a corrective plan with owners and dates, monitors daily and updates the client.
    Red flags
    Makes excuses.
  3. Clients keep rejecting your repair bids as over their allowable. How do you fix it?

    Situational · Bid approvals

    Strong answer
    Learns each client's allowables and price lists, uses bid templates with photos and measurements, justifies any overage and tracks approval rates.
    Red flags
    Bids higher to leave room.
  4. Work slows in winter except for winterizations. How do you keep your best people?

    Situational · Seasonal retention

    Strong answer
    Plans ahead with cross-training and other services, shares hours fairly and keeps the strongest crews busy.
    Red flags
    Lays off everyone and rehires in spring.
  5. Tell me about a time intake, field and billing teams were working against each other. How did you get them aligned?

    Behavioral · Aligning departments

    Strong answer
    Found where the handoffs broke, set shared targets like on-time completion and clean submissions, and held a short daily check-in until it stuck.
    Red flags
    Told each team to do better on its own.
  6. Tell me about a time you replaced a manager. How did you handle the transition?

    Behavioral · Replacing a manager

    Strong answer
    Set clear expectations, documented gaps such as missed due dates or failed audits, gave support and time, made a fair call, and had coverage ready so client work didn't slip.
    Red flags
    Avoided it until it caused damage.

Work exercise: Write a corrective plan

Give a made-up client scorecard: on-time rate, photo quality failures and complaints by category. In [30] minutes, ask for a corrective plan with owners and dates.

Field Supervisor

6 questions · Review a completed order
Job description
  1. Walk me through how you inspect a vacant property for hazards and code issues.

    Technical · Vacant property inspections

    Strong answer
    Exterior first (structure, roof, broken windows, pools or standing water, overgrowth), signs of occupancy, then entry hazards like gas smell, mold, animals and sharps, interior systems and code issues, all photographed and reported.
    Red flags
    Takes a quick walk with no system.
  2. The city posts a code violation notice for an unsecured garage and trash at a property we service. What do you do?

    Situational · Code violation notices

    Strong answer
    Photographs it, sends the notice and deadline to the client right away, gets approval or a bid, secures the property, documents it and confirms with the city.
    Red flags
    Ignores it because it's not on a work order.
  3. A crew's photos don't show the full debris pile they billed for. What do you do?

    Situational · Billing accuracy checks

    Strong answer
    Checks on site if possible, requires proper photos with measurements, corrects the billing, coaches the crew and tracks the vendor.
    Red flags
    Approves it to keep things moving.
  4. How do you decide whether a repair needs a permit or a licensed trade instead of our own crew?

    Technical · Permits and licensed trades

    Strong answer
    Electrical, most plumbing, structural and roofing work depending on local rules; checks with the building department, and follows the EPA RRP lead rule when disturbing paint in older homes.
    Red flags
    Lets the crew do everything.
  5. Tell me about a time you found unsafe work by a contractor. What did you do?

    Behavioral · Stopping unsafe contractor work

    Strong answer
    Names the hazard (an uncapped gas line, open wiring, an unguarded crawl space hatch), stopped the work, had it made safe, documented it and told the client or vendor manager.
    Red flags
    Ignored it.
  6. Tell me about a time you worked with a code enforcement officer or inspector to fix a problem at a property.

    Behavioral · Working with officials

    Strong answer
    Stayed professional, got the deadline and requirements in writing, kept the client informed, met the deadline and documented the fix with photos.
    Red flags
    Avoided the official, or let the deadline pass.

Work exercise: Review a completed order

Give a made-up completed work order with [25] photos, a debris estimate and a lock change. In [20] minutes, ask them to approve or reject each item and write feedback to the crew.

HR Manager

6 questions · Write a lone-worker policy
Job description
  1. Our techs often enter vacant homes alone. What should our hiring and safety policies cover?

    Technical · Lone-worker safety

    Strong answer
    Check-in and check-out rules, the right to refuse unsafe sites, hazard training for mold, sharps and animals, PPE, incident reporting, and background and driving checks done lawfully.
    Red flags
    Has no lone-worker policy.
  2. A helper working for one of our field vendors is hurt at a property and asks us for help. How do you sort out who is responsible?

    Situational · Vendor worker injuries

    Strong answer
    Makes sure they get care, checks the vendor agreement and the vendor's workers' comp certificate, reviews whether the person is really the vendor's worker, and involves our insurer.
    Red flags
    Ignores it because they aren't our employee.
  3. New technicians often quit after their first hoarding or biohazard clean-out. What would you change?

    Situational · Hazardous-job retention

    Strong answer
    A realistic job preview, training and proper PPE before those jobs, pairing with experienced techs, a debrief afterward and a look at pay for hazardous work.
    Red flags
    Says they need tougher hires.
  4. How do you keep employee training records and certifications ready for client audits?

    Technical · Audit-ready records

    Strong answer
    Tracks background checks, training such as OSHA 10 and EPA RRP, licenses and expiration dates in an HR system with reminders.
    Red flags
    Keeps paper files and hopes.
  5. Tell me about an onboarding program you built for field techs who work far from the office.

    Behavioral · Multi-site onboarding

    Strong answer
    Describes safety and photo training before solo work, ride-alongs, sign-offs, check-ins in the first weeks and how early turnover or quality changed.
    Red flags
    Sent paperwork and a video, then put them in the field.
  6. Tell me about a time you investigated an employee misconduct report, such as theft at a work site.

    Behavioral · Misconduct investigations

    Strong answer
    Interviewed people separately, gathered evidence such as photos, check-in records and work order notes, kept it confidential, told the client where the contract requires, and acted consistently with past cases.
    Red flags
    Rushed to a decision.

Work exercise: Write a lone-worker policy

Give made-up facts: techs visit [8] to [12] vacant homes a day, alone. In [20] minutes, ask for a one-page outline of a check-in and refuse-unsafe-work policy.

Marketing Manager

6 questions · Draft a capability statement
Job description
  1. Our buyers are national preservation companies, servicers and asset managers, not homeowners. How do you reach them?

    Technical · Reaching institutional buyers

    Strong answer
    Vendor onboarding with nationals, industry conferences and associations, REO agent networks, LinkedIn and a capability statement with coverage maps and compliance credentials.
    Red flags
    Plans consumer ads.
  2. We're expanding into three new counties. How would you market our new coverage to existing clients?

    Situational · Marketing new coverage

    Strong answer
    Updates the coverage map and capability statement, shows proof of crews or vendors in place, works through client relationship managers and shares performance data.
    Red flags
    Posts about it on social media.
  3. A competitor is telling a client our quality is poor. How do you respond in your marketing?

    Situational · Competitor attacks

    Strong answer
    Doesn't attack back; shares scorecard data, references and case examples.
    Red flags
    Attacks the competitor.
  4. How would you use performance results, such as scorecards and on-time rates, in marketing without breaking client confidentiality?

    Technical · Using performance data

    Strong answer
    Gets written permission before naming a client or sharing its scorecard, uses combined results otherwise, checks numbers with operations, and never shows property addresses or borrower details.
    Red flags
    Posts client scorecards and property photos with addresses visible.
  5. Tell me about a business-to-business account that marketing helped your company win. What did marketing do?

    Behavioral · Marketing to win accounts

    Strong answer
    Names the account type, the specific marketing work (capability statement, event meeting, targeted outreach) and how it led to a signed agreement.
    Red flags
    Can't connect any marketing work to a win.
  6. Tell me about a trade show or industry conference you planned for. How did you decide whether it was worth the money?

    Behavioral · Event return

    Strong answer
    Set meeting goals before the event, booked meetings in advance, tracked leads and pipeline afterward and compared them with the full cost.
    Red flags
    Counted badge scans or didn't measure it.

Work exercise: Draft a capability statement

Give made-up company facts: counties served, crew count, services and scorecard results. In [30] minutes, ask for a one-page capability statement.

Office Manager

6 questions · Audit a file
Job description
  1. Walk me through how you'd organize the paperwork for one work order so it's audit-ready.

    Technical · Audit-ready work order files

    Strong answer
    Work order and client instructions, before, during and after photos, bids and approvals, invoices, vendor documents and notes on occupancy and calls, all named consistently and kept for the required time.
    Red flags
    Files scattered across email and phones.
  2. Due dates are being missed because new work orders sit in the portal for a day before anyone assigns them. What do you change?

    Situational · Intake delays

    Strong answer
    Sets intake checks several times a day, assignment rules, alerts and a backup person.
    Red flags
    Tells people to try harder.
  3. A client changes its photo and invoice requirements starting next week. How do you make sure everyone follows them?

    Situational · Client requirement changes

    Strong answer
    Updates checklists and templates, briefs office and field, adds a check before submission and confirms questions with the client.
    Red flags
    Forwards the client's email.
  4. How do you track bids from submission to client approval so approved work gets scheduled?

    Technical · Bid tracking

    Strong answer
    A bid log with status and follow-up dates; each approval creates a work order, and expired bids get flagged.
    Red flags
    Waits for the client to follow up.
  5. Tell me about a system you set up that cut errors in invoices, work order files or client submissions.

    Behavioral · Reducing errors

    Strong answer
    Names the error, the system (checklist, template, second review, naming rules) and how much the rejections or corrections dropped.
    Red flags
    Says they're 'detail oriented' without a system.
  6. Tell me about a time you led office staff through a surge, such as storm orders or month-end billing deadlines.

    Behavioral · Leading under deadlines

    Strong answer
    Split the work by client or task, set daily targets, checked progress each day, moved people to where the backlog was, and kept clients told about any delays.
    Red flags
    Things fell through.

Work exercise: Audit a file

Give a made-up work order file with missing photos, an unsigned bid and a wrong invoice amount. In [15] minutes, ask them to find the gaps and write what must happen before submission.

Operations Manager

6 questions · Plan the week
Job description
  1. A crew finishes an initial secure, but the lock change photos are blurry, and it's due today. What do you do?

    Situational · Photo quality under deadline

    Strong answer
    Sends the crew or the nearest crew back for photos if possible, tells the client about any delay and why, checks quality before upload and coaches the crew.
    Red flags
    Uploads the blurry photos.
  2. How do you decide whether to use an employee crew or an outside vendor for a work order?

    Technical · Crew or vendor

    Strong answer
    Location, skill, licensing and insurance for the task, cost, capacity, due date and the vendor's quality score.
    Red flags
    Goes by habit.
  3. A crew finds severe mold and a collapsed ceiling at a house where the work order is a routine clean-out. What do you direct?

    Situational · Unsafe conditions

    Strong answer
    Stop and keep the crew out of the unsafe area, document it, report it to the client with a bid for remediation by a qualified firm and update the scope.
    Red flags
    Tells them to keep cleaning.
  4. What does your daily quality check look like before work orders go back to the client?

    Technical · Daily quality check

    Strong answer
    Photo count and angles per the client's rules, the address photo, work matching the order, measurements, date stamps and notes.
    Red flags
    Skips it when busy.
  5. Tell me about a time you used work order data to get more done with the same crews.

    Behavioral · Using data for productivity

    Strong answer
    Names the data (orders per crew per day, drive time, rework), the change (routing, kits, crew pairing) and the before-and-after numbers.
    Red flags
    Pushed crews to work faster with no data.
  6. Tell me about a time you managed crews spread across several counties. How did you know the work was being done right?

    Behavioral · Managing remote crews

    Strong answer
    Used GPS or app check-ins, reviewed photos daily, made unannounced site visits and held regular calls with crew leads.
    Red flags
    Trusted the crews and learned about problems from client complaints.

Work exercise: Plan the week

Give a made-up queue: [120] work orders, [4] crews, [3] vendors, due dates and a rain forecast. In [20] minutes, ask them to allocate the work and list which clients get an update.

Sales Manager

6 questions · Plan a pursuit
Job description
  1. Walk me through how a preservation company gets approved as a vendor for a national client.

    Technical · Vendor approval process

    Strong answer
    Vendor application, insurance minimums, background checks, coverage area, references, compliance training, trial work orders and an ongoing scorecard.
    Red flags
    Thinks it's a matter of calling the bank.
  2. A new client gives you a trial batch of work orders in one county. How do you make sure you win more?

    Situational · Winning a trial

    Strong answer
    Assigns the best crews, adds extra quality checks, communicates often, finishes ahead of due dates and asks for a scorecard review.
    Red flags
    Treats it like any other batch.
  3. One of your reps keeps selling into areas where we have no crews. What do you do?

    Situational · Selling within capacity

    Strong answer
    Aligns territories with capacity, coordinates with operations and requires a vendor recruiting plan before selling there.
    Red flags
    Lets them keep selling.
  4. A client wants lower prices across the board at renewal. How do you prepare for that negotiation?

    Situational · Renewal pricing pressure

    Strong answer
    Knows margin by work order type, brings performance data, plans trades such as volume or faster payment, and sets a walk-away point.
    Red flags
    Gives in to keep the account.
  5. Tell me about a sales team you built or rebuilt to sell to banks, servicers or asset managers. What did you change?

    Behavioral · Building a sales team

    Strong answer
    Explains hiring criteria, territory or account assignments, a sales process with clear stages, coaching and the revenue or account results.
    Red flags
    Hired people with contacts and hoped.
  6. Tell me about a high-value contract you closed with a bank, servicer or real estate firm.

    Behavioral · Closing institutional deals

    Strong answer
    Names the client type and decision-makers, the requirements they met (insurance, coverage, audits, pricing), how long it took, and the volume or revenue that followed.
    Red flags
    Can't name one.

Work exercise: Plan a pursuit

Give a made-up target: a regional servicer with [2,000] REO properties in your state. In [30] minutes, ask for an approach plan and a first-meeting agenda.

Warehouse Manager

6 questions · Plan the morning load-out
Job description
  1. How do you lay out the warehouse so crews can load lock kits, board-up plywood and winterization supplies fast in the morning?

    Technical · Load-out layout

    Strong answer
    Kits by job type staged per crew, high-use items near the doors, a locked key and code cabinet, and fuel and chemicals stored apart.
    Red flags
    No layout plan.
  2. Tools keep disappearing from the shared tool crib. What do you do?

    Situational · Tool losses

    Strong answer
    Starts a check-out system, assigns tool kits, does regular counts and holds people accountable.
    Red flags
    Keeps buying more tools.
  3. A crew returns with a full trailer of debris after the dump closed. What do you do?

    Situational · After-hours debris

    Strong answer
    Follows company rules for overnight storage (secured, covered, no hazardous items) and schedules the dump run first thing.
    Red flags
    Dumps it on the lot.
  4. How do you store the fuel, generators and air compressors used for winterizations?

    Technical · Equipment and fuel storage

    Strong answer
    Approved fuel containers, ventilation away from ignition sources, a maintenance schedule, carbon monoxide awareness and fire extinguishers nearby.
    Red flags
    Stores them anywhere.
  5. Tell me about a hazard you found in a warehouse or shop and how you fixed it.

    Behavioral · Warehouse safety

    Strong answer
    Names the hazard (blocked exit, poor fuel storage, overloaded racking), the fix and how they made sure it stayed fixed.
    Red flags
    Can't name a hazard they fixed.
  6. Tell me about a time you got materials to several crews or sites on a tight schedule, such as plywood for board-ups after a storm.

    Behavioral · Tight delivery windows

    Strong answer
    Grouped loads by route, confirmed quantities and site access ahead, set pickup or delivery times with each crew, and tracked what arrived.
    Red flags
    Missed deliveries.

Work exercise: Plan the morning load-out

Give made-up assignments for [5] crews with job types. In [15] minutes, ask them to list each crew's kit and a staging plan so every truck leaves on time.

Customer Service Representative

6 questions · Handle the queue
Job description
  1. A neighbor calls about tall grass and an open back door at a vacant property we service. What do you do?

    Situational · Neighbor reports

    Strong answer
    Gets the address and details, thanks them, creates an urgent work order or alerts the right person, notifies the client per process and documents it.
    Red flags
    Tells them to call the bank.
  2. A real estate agent calls, angry that the lockbox code we gave doesn't work and a buyer is waiting. What do you do?

    Situational · Access security

    Strong answer
    Verifies the agent is authorized under the client's rules, checks the record, contacts the field crew or client, and gives a realistic time.
    Red flags
    Reads out codes to an unverified caller to calm them down.
  3. Walk me through how you log a call about a property so the field team and the client can act on it.

    Technical · Logging property calls

    Strong answer
    Records the address and work order or client reference number, the caller's name and role, what they reported, the action taken and who was told, in the work order system, with a follow-up date.
    Red flags
    Writes it on a sticky note or relies on memory.
  4. A former homeowner calls asking to get belongings left in the house. What do you do?

    Situational · Former occupant requests

    Strong answer
    Is kind, makes no promises, follows the client's personal property process, escalates to the client or supervisor and documents the call.
    Red flags
    Tells them to go get their things, or hangs up on them.
  5. Tell me about a time you had to coordinate a visit or task between several people who wanted different things, such as a client, an agent and a field crew.

    Behavioral · Coordinating several parties

    Strong answer
    Kept one written record, told each party what the others needed, proposed a time or plan that worked and confirmed it with everyone.
    Red flags
    Passed messages back and forth until something fell through.
  6. Tell me about a mistake you made in scheduling or records. How did you fix it?

    Behavioral · Owning mistakes

    Strong answer
    Names the mistake (a wrong due date, a wrong address entered), told the right person quickly, fixed the record and any missed work, and added a check so it didn't repeat.
    Red flags
    Hid it or blamed someone else.

Work exercise: Handle the queue

Give [6] made-up messages: a neighbor complaint, a code enforcement notice, an agent's access request and a client due-date change, among others. In [15] minutes, ask them to rank the messages and write responses to three.

Dispatcher

6 questions · Route a day
Job description
  1. You have [40] grass cuts due by Friday, and rain is forecast Wednesday and Thursday. What do you do?

    Situational · Weather and due dates

    Strong answer
    Front-loads cuts to Monday and Tuesday, routes by area, adds a crew or vendor, and documents weather delays the way each client requires.
    Red flags
    Waits to see if the rain comes.
  2. How do you route a day's work orders across a large territory?

    Technical · Territory routing

    Strong answer
    Groups by area and due date, puts emergencies and initial secures first, matches crew skills like winterization or board-up, and checks materials and drive time.
    Red flags
    Sends work out in the order it arrived.
  3. A crew calls from a property: the house number doesn't match the work order. What do you tell them?

    Situational · Address mismatches

    Strong answer
    Stop, don't enter. Verify with photos, maps, parcel records or the client, document it and move to the next job until it's confirmed.
    Red flags
    Tells them it's probably right and to go ahead.
  4. How do you keep client portal due dates and your own schedule in sync?

    Technical · Syncing due dates

    Strong answer
    Checks the portals daily, sets alerts for changes, and asks for extensions before the deadline when needed.
    Red flags
    Updates the schedule once a week.
  5. Tell me about a time you kept track of many deadlines for different clients, each with its own rules.

    Behavioral · Many deadlines

    Strong answer
    Describes the system (a board or portal report sorted by due date, daily alerts), how they flagged at-risk orders early and asked for extensions in time, and how few deadlines were missed.
    Red flags
    Relied on memory.
  6. Tell me about a time you had to get a crew to finish work they wanted to leave for later.

    Behavioral · Pushing field crews

    Strong answer
    Explained the client deadline and what missing it would cost, cleared what was in the way (materials, access, a second stop), and confirmed it was done.
    Red flags
    Let it slide.

Work exercise: Route a day

Give a made-up list of [20] work orders across a county with due dates and types (grass cut, winterization, lock change) and [3] crews. In [20] minutes, ask them to assign and route the day.

Bookkeeper

6 questions · Apply a remittance
Job description
  1. Walk me through how you invoice a completed work order to a national preservation client.

    Technical · Client portal invoicing

    Strong answer
    Matches the invoice to the work order and any approved bid, bills from the client's price list, attaches the required photos and documents, submits in the client portal before their deadline and tracks status.
    Red flags
    Sends a generic invoice without the client's required backup.
  2. A client takes a chargeback on a three-month-old invoice, saying photos were missing. What do you do?

    Situational · Chargeback disputes

    Strong answer
    Pulls the work order file, checks what was uploaded, disputes with evidence inside the client's window or accepts it and tells operations why, and tracks chargebacks by reason.
    Red flags
    Accepts every chargeback without checking, or argues without evidence.
  3. Field vendors want to be paid weekly, but clients pay us in [45] days. How do you keep payables in order?

    Situational · Vendor payables

    Strong answer
    Pays only for completed, client-accepted work, tracks payables by work order, forecasts cash and gives vendors a clear payment schedule.
    Red flags
    Pays vendors before the work is approved, or delays them with no explanation.
  4. How do you track receivables when one client has hundreds of small open invoices?

    Technical · High-volume receivables

    Strong answer
    Ages receivables by client and work order, reconciles against the client portal, matches remittances line by line and follows up on short pays.
    Red flags
    Watches the total balance only.
  5. Tell me about a time you set up or cleaned up tax records for many independent vendors, such as W-9 and 1099 forms.

    Behavioral · Vendor tax records

    Strong answer
    Collected a W-9 form before the first payment, checked names and tax IDs, tracked payments by vendor through the year, filed 1099 forms on time, and fixed vendor records that didn't match.
    Red flags
    Chased missing forms at year-end and filed late.
  6. Tell me about a time you handled hundreds of small invoices or payments in a short window. How did you keep the error rate down?

    Behavioral · Accuracy at volume

    Strong answer
    Batched by client or type, used a checklist and templates, reconciled daily against the source, and caught errors before submission. Can say roughly how many errors got through.
    Red flags
    Relied on speed and memory, and fixed errors only when someone complained.

Work exercise: Apply a remittance

Give a made-up client remittance with [30] lines, some partial payments and [2] chargebacks, plus an open-invoice list. In [20] minutes, ask them to apply the payments and list what they'd dispute.

Inventory Specialist

6 questions · Build truck kits
Job description
  1. How do you keep preservation trucks stocked with what crews need every day?

    Technical · Truck stock

    Strong answer
    Locks, padlocks and hasps, lockboxes, plywood and fasteners, winterization antifreeze and notices, contractor bags, PPE like respirators and gloves, and cleaning chemicals, kept at par levels per truck.
    Red flags
    Gives a generic list with no restocking routine.
  2. A crew member asks for keys to a property that isn't on their schedule. What do you do?

    Situational · Key and code control

    Strong answer
    Checks for an assigned work order, refuses without authorization, logs every key or code issued and tells the supervisor.
    Red flags
    Hands the keys over.
  3. Before the first freeze, every crew needs winterization supplies at once. How do you prepare?

    Situational · Winterization season prep

    Strong answer
    Forecasts from last year and current volume, orders early, stages kits and tracks use by work order.
    Red flags
    Orders when crews ask.
  4. How do you track materials used on each work order so we can bill them?

    Technical · Billable materials

    Strong answer
    Issues materials against a work order number, logs or scans them, reconciles with invoices and reports.
    Red flags
    Doesn't track materials by job.
  5. Tell me about a time materials or tools went missing from stock. How did you track it down?

    Behavioral · Missing inventory

    Strong answer
    Checked sign-out logs and work orders step by step, found the gap (unlogged truck restocks, materials used on unbilled orders), and changed the process so it didn't repeat.
    Red flags
    Wrote it off.
  6. Tell me about a time you got a supplier to improve price, delivery time or stock for a field crew's materials.

    Behavioral · Supplier performance

    Strong answer
    Brought data on volume and timing, asked for something specific, compared another supplier and got a stated result.
    Red flags
    Accepted whatever the supplier offered.

Work exercise: Build truck kits

Give a made-up week of work orders: [15] lock changes, [10] winterizations and [6] board-ups. In [20] minutes, ask them to list the kits per truck and write an order for the shortfall.

Sales Representative

6 questions · Role-play a first call
Job description
  1. Walk me through how you'd present our services to an REO listing agent who needs trash-outs and rekeys fast.

    Technical · Selling to REO agents

    Strong answer
    Learns what the agent needs (speed, photos, reliable access), explains services, turnaround and pricing, and offers references.
    Red flags
    Gives a generic pitch.
  2. A prospect asks how we handle HUD guidelines. How do you answer?

    Situational · Honest compliance claims

    Strong answer
    Explains how crews are trained on client and HUD requirements, shows the actual process, and doesn't overclaim.
    Red flags
    Says 'we're fully compliant' with no detail.
  3. You promised a client [48]-hour rekeys, and operations says they can't do it this week. What do you do?

    Situational · Promises versus capacity

    Strong answer
    Tells the client early with a plan, works with operations and adjusts future promises.
    Red flags
    Says nothing and hopes.
  4. How do you track your pipeline of lenders, agents and asset managers?

    Technical · Pipeline tracking

    Strong answer
    CRM stages, next steps with dates and a regular follow-up cadence.
    Red flags
    Keeps it in their head.
  5. Tell me about a time you got a meeting with a hard-to-reach buyer, such as an asset manager or a bank's REO department.

    Behavioral · Reaching decision makers

    Strong answer
    Researched what they cared about, used a referral or event to get in, brought something useful each time (coverage map, scorecard results), and earned a meeting or trial orders.
    Red flags
    Gave up quickly.
  6. Tell me about a time you kept a client after a service failure.

    Behavioral · Keeping clients after failures

    Strong answer
    Named the failure, told the client before they found out, fixed it fast, explained what changed to prevent a repeat, and kept or regained the work.
    Red flags
    Lost the client and doesn't know why.

Work exercise: Role-play a first call

Give a made-up profile of an asset manager at a small bank with [40] REO homes. In [15] minutes, ask them to run a discovery call while you play the asset manager.

Lead Technician

6 questions · Walk-through and bid
Job description
  1. Walk me through a dry winterization of a vacant house.

    Technical · Winterization

    Strong answer
    Shuts off water at the main or meter, turns off the water heater's gas or power and drains it, opens faucets, blows out lines with air, pressure-tests the system, adds antifreeze to traps and toilets, posts notices and photographs each step.
    Red flags
    Just shuts off the water.
  2. Walk me through boarding a broken window to client standards.

    Technical · Boarding to spec

    Strong answer
    Measures, cuts plywood to fit, fastens it the way the client spec says, paints if required, and takes before, during and after photos with measurements.
    Red flags
    Nails a board over it.
  3. You arrive for a debris removal and find food in the fridge, a car in the driveway and fresh mail. What do you do?

    Situational · Signs of occupancy

    Strong answer
    Stops, doesn't remove anything, documents the signs of occupancy, calls the supervisor and follows the client's occupancy process.
    Red flags
    Goes ahead with the clean-out.
  4. An older house needs drywall repair and paint scraping, and it's old enough that the paint could contain lead. What do you do before starting?

    Situational · Lead-safe work

    Strong answer
    Treats the paint as lead unless tested, has the work done by an RRP-certified firm and renovator, sets up containment, mists before scraping, uses no open flame or power sanding without HEPA dust collection, and does HEPA cleanup and cleaning verification.
    Red flags
    Scrapes and sands like any other job.
  5. Tell me about a time you trained a newer technician on a preservation task, such as a winterization or a lock change.

    Behavioral · Training technicians

    Strong answer
    Showed the steps and the required photos, watched them do it on the next jobs, gave specific feedback, and signed off only when their work and photos passed review.
    Red flags
    Let them figure it out.
  6. Tell me about a repair you had to redo. What went wrong, and what did you change?

    Behavioral · Owning rework

    Strong answer
    Owns the mistake and names what they do differently now.
    Red flags
    Blames materials or the helper.

Work exercise: Walk-through and bid

Using photos of a made-up vacant house (broken window, roof leak stain, debris, open crawl space), ask them in [20] minutes to list the work, materials and required photos, and write a bid for items over the client's allowable.

Technician / Helper

6 questions · Photo check
Job description
  1. You arrive at a vacant house and the front door is standing open. What do you do?

    Situational · Safe entry

    Strong answer
    Doesn't go in, steps back to a safe spot, knocks and announces from outside, calls the supervisor (and police if someone may be inside), and documents it with photos.
    Red flags
    Walks right in.
  2. Walk me through the photos you'd take for a debris removal job.

    Technical · Photo documentation

    Strong answer
    The house number, before photos of each pile or room, during photos with a tape measure, after photos from the same angles and the loaded trailer.
    Red flags
    Takes a few random photos.
  3. During a clean-out you find needles and a box of legal papers. What do you do?

    Situational · Sharps and personal property

    Strong answer
    Doesn't touch the needles; uses tongs and a sharps container only if trained, or leaves them for the supervisor, sets the papers aside under the personal property rules and photographs both.
    Red flags
    Bags everything together.
  4. You're mowing a vacant property when a neighbor comes over, angry about how long the yard was overgrown. What do you say?

    Situational · Neighbor interactions

    Strong answer
    Stays polite, explains they're there to maintain it, gives the office number and doesn't share client information.
    Red flags
    Argues, or shares the owner's details.
  5. Tell me about the dirtiest or most unpleasant job you've done, at work, school or volunteering. How did you make sure it was done right?

    Behavioral · Care on unpleasant jobs

    Strong answer
    Wore the right protection, followed each step without cutting corners and checked the result before leaving.
    Red flags
    Rushed to get it over with, or skipped steps.
  6. Tell me about a time you had to follow a checklist exactly. Why did it matter?

    Behavioral · Following checklists

    Strong answer
    Explains the checklist and what would have gone wrong without it.
    Red flags
    Skips steps that seem pointless.

Work exercise: Photo check

Give [10] made-up job photos for a lawn cut and a lock change, some missing or poor. In [10] minutes, ask them to pick which photos a client would reject and why.

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They've actually outperformed our previous candidates.Dean Batten, Dean's Window Cleaning

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