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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
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Chapter 17: Asset ID and location in Print Tracker
Field service, supplies and delivery: quiz
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1.
A customer wants a copy of the service report as soon as the technician finishes. What does the tech click?
2.
A buyer asks how much toner is sitting in your Plano warehouse. Where do you look?
3.
The driver hands the tablet to the customer at delivery. What does the customer do?
4.
A customer needs toner for four machines. What's the quickest way to quote it?
5.
Where is the signed delivery ticket kept?