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Harnessing the Power of the Dealer Website

Harnessing the Power of the Dealer Website. Linda Booth Jennifer McElroy. Home Page. Notes From VRI. Tabbed Options. Client Quick Find. Reports. Active Clients Shows all your active clients Install Pending Clients Shows all install pending clients Inactive Clients

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Harnessing the Power of the Dealer Website

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  1. Harnessing the Power of the Dealer Website Linda Booth Jennifer McElroy

  2. Home Page Notes From VRI Tabbed Options Client Quick Find

  3. Reports • Active Clients • Shows all your active clients • Install Pending Clients • Shows all install pending clients • Inactive Clients • Shows all inactive clients

  4. Reports: Active Clients • Client Name • Shows all Client data • Comm • Sends communication to dealer team and Care Center. • Edit • Ability to edit customer data • Deactivate • Click to deactivate a client (only if unit removed from home) • Care Plan • Shows client care plan • HST • Allows you to search client alarm history by date range

  5. Reports: Install Pending • Client Name • Shows all Client data • Comm • Sends communication to dealer team and Care Center. • Edit • Ability to edit customer data • Deactivate • Click to deactivate a client (only if unit removed from home) • Care Plan • Shows client Care plan

  6. Reports: Inactive Clients • Status • Shows client status • Client Name • Shows all Client data • Comm • Sends communication to dealer team and Care Center. • Edit • Ability to edit customer data • Deactivate • Click to deactivate a client (only if unit is removed from home).

  7. Inventory Check the status of your inventory

  8. Inventory • On Hand • Number of units available (by unit) • Install Pending • Number of units waiting on signal (by unit) • Disconnect • Number of units disconnected (by unit) • Net Available • Total number units available • Description of Units “on hand”

  9. Inventory: Open Work Orders Jobs that need to be completed

  10. Inventory: Open Work Orders • Request • Disconnect/Install/Service • Site Name (Client Name) • System Type (Unit) • Date Requested • Print Job • Print Care Plan • View Notes • Add Notes • VRI Comm • Communications to VRI including status changes • Add to my list • Ability to make a list of jobs and print list

  11. Inventory: Jobs Same as Inventory Open Work Status

  12. History • History • Active Clients Alarm • Search client alarm history

  13. History: Active Clients Alarm • CS# • To view history of a specific unit • Client Phone • To view history for a specific phone number • Start Date/End Date • Check alarms for a specific date/date range • Can be used for specific unit/number or as a complete report for a period of time

  14. Dealer Information • Modify Basic Dealer Info • Address/Phone number/contacts etc. • Dealer Message Board • Get advice and help from other dealers • Client TEST Call • Number of attempts made to contact client to test unit

  15. Dealer Information: Modify Basic Dealer Info

  16. Dealer Information: Dealer Message Board Create New Post Read/Respond to post by clicking

  17. Dealer Information: Client TEST Call • CS # • Unit Number • Client Name • Notes about client test calls • Client Phone • City • Zip Code • County • HSR • # Attempts • Times tried to call client

  18. Materials • Care Center Logos • Marketing Brochures • Originals and PDF’s • Trifolds • One Pagers • Videos • Unit Photos • Newsletters • Dealer • Industry • Manuals • Forms

  19. Materials

  20. Questions? Linda Booth Jennifer McElroy

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