Equipment & Fees
This type of address is not allowed for equipment shipping.
What is a PO box?
These two platforms must be used and updated continuously while working an order. (HINT: what are the 2 things we do when we receive a new order)?
What is E3 and Salesforce?
In what application do we check the deployment status of an order and whether it has shipped?
What is Archos?
The primary purpose of the welcome call is to introduce yourself, retrieve the menu, and confirm they have registered for this application
What is LBM, or Lighthouse?
What's the difference between taxes added vs. hidden?
Added tax is paid by the customer (added to the bill), Hidden tax is paid by the restaurant (hidden from the bill)
If equipment fees in Titan don’t match the Exhibit A/MPA, you must send an email to this address.
What is accountmaintenance@shift4.com, or Account Maintenance?
What does it mean when the Account status in Titan is 600 or 330?
This third-party logistics platform is used to confirm the installation date/time and technician.
What is Workforce?
DAILY DOUBLE!!!
These two documents must be present on the order before the kickoff call can take place
What is: Exhibit A / MPA and the menu
What does prepend mod set mean? Name one instance where you would use it.
What is: prints the modifier set on the ticket.
Common use case is printing "No" and "Extra" for ingredients, but there are many correct answers.
When verifying fees for SkyTab Mobile (A800), check this specific tab in Titan's fee section.
What is Processing?
What task is created when a merchant completes their Launch Control?
What is: CSM Approval task
DAILY DOUBLE!!!
How do we reschedule an installation if the order is past CSM approval?
Reach out to the install coordinator in #pre_launch_onsite_scheduling
During the kickoff call, you're responsible for confirming the merchant’s preferred installation date. If the date is earlier than the turnaround found on the OSS Lead Time Map, what do we do?
What is: Reach out to the install coordinator in #pre_launch_onsite_scheduling
Assume a menu presentation was completed with the merchant. What are the two things we do right before completing the presentation task?
What is: publish the presentation notes and send an email to the merchant?
Where do we check equipment counts for Software Migrations / POS Upgrade orders?
What is the SkyTab upgrade sheet?
Will also accept POS sales interview sheet or migration sheet.
Which 3 tasks allow for scheduling the menu presentation?
What is CSM Approval, Schedule Presentation and Presentation task.
What do we do if equipment has not shipped 5 business days prior to the installation?
Create an escalation with deployment in #ops_priority_requests
Name (2) things we should do if a merchant does not answer during a scheduled kickoff call.
1. Send them an email
2. Reach out to the sales rep
**note: both of these things can be done in the same email**
What 4 employees are programmed by default into the POS?
What is: example bartender, example cashier, example server, and owner?
This specific device must be included on orders where terminals will run over WIFI only, or if the order contains a SkyTab Glass.
What is a Wireless Access Point (WAP)?
Will also accept Access Point or TPLINK
Where are the 3 places we check to verify the equipment & fees on an order?
What is: Exhibit A / MPA, Equipment tab in TASK and fees tab in Titan?
Assume we have a merchant who is opening a new restaurant. They want to install their system now but will not be using it until they open at a later date.
What type of install service should we offer for this merchant?
What is go-live training, will also accept go-live support.
During the kickoff call, if a merchant requests to add equipment to their order, what can we do?
Acquire an add-on exhibit A from the sales rep, add equipment in titan, and reach out to account maintenance to adjust the fees.
I will accept add-on order for 1/2 points.
What is the Advantage Program and why would a merchant want it?
An additional charge to the customer for paying with card. This covers the merchants transaction fees for credit/debit.