What is Show Me the Money (WCPVI/VIR)
What is the GOAL of number of invoices should be submitted by the End of the Week?
20
What does VQR stand for?
Vendor Quote Rejection
What is our Affiliate Ops Support team goal?
To decrease the number of aged service requests that are requiring proposals and/or invoices
What does RWI stand for?
Resolved Without Invoice
What is the name of the website that the affiliate's should log in the portal?
What does WCPVI/VIR stand for?
-Work Complete Pending Vendor Invoice
- Vendor Invoice Rejected
What is the team's number of VQR WEEKLY and individual number's of VQR rejected and resubmitted WEEKLY?
Team: Under 150
Individual: 15
1. Name the THREE STATUS that we should be a "WATCHER"
2. How many calls should we be making DAILY and WEEKLY?
1. RWI/WCPVI/VQR
2. 15/75
How does our team receive RWI payment concerns? Give 3 examples.
- Calls/Emails from our Affiliate's
- From the billing department
- From Upper Mangement
- From our wonderful Team Lead Suzette
What tab in the One portal should you go to to resend that affiliate's password?
Employee tab
On the Dashboard, name the colors and numbers used to determine the WCPVI box. What color do we pull the invoices from.
Blue: 0-9 days
Yellow: 10-19 days
** Green: 20-30 days
Red: 30+ days
This cost must ALWAYS be included and checked along with their "proposed"cost.
INCURRED COST
Name FIVE things that do not require NO FOLLOW-UP.
- Residential and Exterior
- Vendor Invoice Rejected
- Clients: JPMC
- Preferred Affiliates
- Managed Affiliates
What items are needed to justify the work that was done on RWI payment cocnern?
a. invoice
b. photos
c. sign off
4. TL will send RWI request to the correct AO manager every Friday
True/False: The Affiliate is MANDATORY to use the Portal and App to become a success Affiliate.
FALSE- It is not mandatory but WE LIKES TO ENCOURAGE IT!!
Name the 2 big processes that must ALWAYS be done BEFORE submitting the affiliate's invoice.
- Get authorization from affiliate before submitting their invoice
- Log in as the affiliate to submit invoice
Name all the Trade Specialist (Facilities & Restaurant) and Name their Trades?
Dan Gavin & Al Rodriquez-TL
Jason & Adam- Signs/Lighting/Electrical
Danny/Mark/Ed- HVAC
John- Doors/Locks/Windows
Bill- Plumbing
Alex/Nick/Kyle- General Building
Jesse/Lamar- Kitchen/Refrigeration/HVAC
This must be done BEFORE the 5th hour.
This must be done every Friday after we clock out.
-Take our lunch
- Submit our time
Name the 2 Clients that we have that has the most RWI payment concerns. What is the name of the contact person at SMS?
Family Dollar/John Oney
Grand Mere/ Matt Wilson or Mike Barra
What is the NAME OF THE FOLDER AND THE TITLE where we can send this particular document to affiliate for portal and app assistance?
Supportive Document Team Folder---> SMS Assist Web Portal and Mobile App Training
What are the 8 follow up processes when working on INVOICES?
1. Open the WO
2. View the Affiliate's profile- dashboard
3. Open the Affiliate Deal- Hubspot
4. Hubspot Updates:
- WCPVI Properties- Add the WO #'s
- If Affiliate has more than 5 WO- Create excel file and send email to affiliate
5. Review all the WO's (before speaking to the affiliate)
6. Contact the Affiliate via phone AND email
7. Notate work order (use the email templates)
8. Log Call and Email-Hubspot
What are the 9 follow up processes when working on VQR's?
1. Open the WO
2. View the Affiliate's profile- dashboard
3. Open the Affiliate Deal- Hubspot
4. Hubspot Updates:
- WCPVI Properties- Add the WO #'s
- If Affiliate has more than 5 WO- Create excel file and send email to affiliate
5. Review all the WO's (before speaking to the affiliate)
6. Contact the Affiliate via phone AND email
7. Notate work order (use the email templates)
8. Log Call and Email- Hubspot
9. Update the Bell to follow up in 2 days
Name the following Daily Management Checklist:
1. Mondays
2. Tuesdays-Thursdays
3. Fridays
Mondays:
A. Check your email
B. Update Hubspot
C. All Client- RWI and Payment Concerns Daily Updates
Tuesdays-Thursdays:
A. Check email
B. WCPVI and VQR: Check folders
C. Hubspot- Update
D. All Client RWI and Payment Concerns
Fridays:
A. Follow Up Fridays
-Check email
-Invoice and Quote Reports
RWI Payment Concerns
Explain the 8 RWI Payment Concerns process.
1. Send affiliate 2 day follow up email
2. Review the WO's (before speaking to affiliate
-Open the WO to review the timeline and notes to justify payment or not
3. Contact the Affiliate via phone and email
-Get their payment concerns and reasons for payment
4. Open the Affiliate Deal- Hubspot Updates
5. Hubspot Updates
-WCPVI Properties- add WO #
6. Notate WO
7. Log call and email- Hubspot
8. Add RWI to the excel sheet
There are TWO ways that we can see the Affiliate's payments. Name the 2 places in One.
1. Account Receivables Tab- log in as Affiliate
2. Payables Tab- Profile page