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eContract Tech Training - PowerPoint PPT Presentation


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eContract Tech Training. CONTRACTOR COMMUNICATION. 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.

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eContract Tech Training


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    Presentation Transcript
    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