eContract Tech Training - PowerPoint PPT Presentation

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eContract Tech Training

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  1. eContract Tech Training CONTRACTOR COMMUNICATION

  2. eContract Tech Training - Agenda • Agenda • eContract Overview • Comcast & Customer Benefits • Tech Workflow • Customer eContract Process • Paper Contract Process • Resources and Tools • Demonstration and Learner Practice Session

  3. eContract Tech Training – Overview & Benefits • Overview • Partnership with DocuSign • Electronic Signature Verification • XFINITY Home Secure • Technology Requirements • iPad & TechNet v.1.0.12 • Benefits • Ensures Contract Completion • (Minimizes Errors) • Mitigates Compliance Risks • Improves Contract Workflow & Visibility

  4. eContract Tech Training – Technician Workflow • Technician Workflow • Greeting & Five-Minute Sit-down Session • Premise Walkthrough • Device/Package Confirmation • Installation Cost Confirmation • Payment Collection • Subscriber Agreement Completion • Physical Installation • Service Acceptance (WFX) • Work Order Completion • Equipment Addendum Completion

  5. eContract Tech Training – Promotion Detail • First Step:Locate • Promotional Details Prior to Entering the Subscriber Agreement • Check to see the customer is home before going on job • Select Job Action • Select Requested Products • Select the (+) symbol to make the job box larger • View discount detail • Use Promotion detail during signing experience

  6. eContract Tech Training – Authorized Signer Policy • Why allow Authorized Signers? • Expedite installation of XFINITY Home Secure systems • Enhance the convenience of the installation process for our customers • When can I use an Authorized Signer instead of the account holder? • In the absence of the account holder, any person who is at least 18 years old and has the authority to make installation and service decisions at home may execute the contract as an “Authorized Signer.” This policy is consistent across both the electronic and paper processes. • Authorized Signer responsibilities: • Execute XH agreement • Pay with personal credit card only and NOT account holder’s • Identify and enter CTV and CTN contact information • Create master code to arm/disarm the house • Determine device placement and motion detector settings at home • Execute permit requirements in a particular region or municipality • Relay technician customer education to customer/primary account holder • Log into primary .net email account

  7. eContract Tech Training – Technician Workflow

  8. eContract Tech Training – Launch eContract

  9. eContract Tech Training – Geographic Coordinates

  10. eContract Tech Training – Subscriber Agreement

  11. eContract Tech Training – Subscriber Agreement

  12. eContract Tech Training – Subscriber Agreement

  13. eContract Tech Training – Tech Signature Creation

  14. eContract Tech Training – Tech Signature Creation

  15. eContract Tech Training – Tech Signature Entry

  16. eContract Tech Training – Customer Process

  17. eContract Tech Training – Launch eContract

  18. eContract Tech Training – Disclosure Agreement

  19. eContract Tech Training – Subscriber Agreement

  20. eContract Tech Training – Subscriber Agreement

  21. eContract Tech Training – Subscriber Signature

  22. eContract Tech Training – Subscriber Signature

  23. eContract Tech Training – Subscriber Signature

  24. eContract Tech Training – Subscriber Signature

  25. eContract Tech Training – Subscriber Signature

  26. eContract Tech Training – Device Upgrades • Device Upgrade Process • On upgrades for existing XH customers, whereby MRC remains the same and the customer is only adding new devices, techs must follow these guidelines: • Standalone Equipment Addendum will automatically pull up for tech • Included Equipment Existing customer package pre-populates. Tech will need to identify existing equipment and assign locations on the addendum. • Additional Equipment Tech selects upgraded / additional devices and assigns number and location. • Existing Equipment Tech identifies with customer existing devices from earlier system upgrade (if applicable).

  27. eContract Tech Training - Equipment Addendum NOTE: Applies to Northeast and Central Divisions Only

  28. eContract Tech Training – Equipment Addendum

  29. eContract Tech Training – Equipment Addendum

  30. eContract Tech Training – Equipment Addendum (300 Selected)

  31. eContract Tech Training – Equipment Addendum (System Upgrade Selected) • Important Tech Tip for System Upgrades: • You selected “system upgrade” as the alarm service. You will need to set the Location to “Not Installed” and change Quantity to “0” for the following above: • Door/Window Sensors • Motion Sensors • Select the appropriate number of Key Pads installed

  32. eContract Tech Training – Equipment Addendum Additional Equipment

  33. eContract Tech Training – Equipment Addendum Existing Equipment

  34. eContract Tech Training – Fire Alarm System Record

  35. eContract Tech Training – Fire Alarm System Record

  36. eContract Tech Training – Fire Alarm System Record

  37. eContract Tech Training – Fire Alarm System Record

  38. eContract Tech Training – Fire Alarm System Record

  39. eContract Tech Training – Subscriber Signature

  40. eContract Tech Training – Subscriber Signature

  41. eContract Tech Training – Subscriber Signature

  42. eContract Tech Training – Subscriber Signature

  43. eContract Tech Training – Subscriber Signature

  44. eContract Tech Training – Paper Contract Process • Paper Contract Process • Reasons to Sign Paper Contract • New Paper Form • Equipment Addendum • Fire Location Record (where applicable) • Customer Signature Process

  45. eContract Tech Training – Paper Contract Process • Reasons for Signing a Paper Contract • Customer refuses to sign electronically • Customer Requests Contract in Spanish • Technician cannot access electronic contract, i.e. Network issues • Technician does not have approved hardware, i.e. tablet.

  46. eContract Tech Training – Paper Contract Process

  47. eContract Tech Training – Paper Contract Process

  48. eContract Tech Training – Paper Contract Process

  49. eContract Tech Training – Paper Contract Process