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Start here
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Chapter 1: Customer picker on quotes
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Chapter 2: Lease quotes and overrides
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Chapter 3: Credit approval and lease signing
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Chapter 4: Lease access and funding invoices
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Chapter 5: GreatAmerica Bank updates
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Chapter 6: Prepaid copy-based contracts
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Chapter 7: Contracts from the order and machines at delivery
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Chapter 8: Ended contracts move to your billable Bill Code
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Chapter 9: Contract invoices and card payments
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Chapter 10: Pre-install survey
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Chapter 11: Check-ins: final meters and competitive units
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Chapter 12: Field service, supplies and delivery
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Chapter 13: Commission achievements
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Chapter 14: Customers and users
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Chapter 15: Help desk rating message
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Chapter 16: Faster Analytic Dashboard
Ended contracts move to your billable Bill Code: quiz
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1.
You want machines to switch to Billable automatically when their contract ends. What do you set up?
2.
When does the bill code change actually happen?
3.
A manager asks how to confirm the machines moved. What do you show her?
4.
How many bill codes can be marked to use when a contract ends?
5.
You're terminating a contract. What do you fill in on the termination window?