Sales View
How do you find where the equipment is arriving?
Go to the deployment ticket on the account in Sales View — the tracking number (usually FedEx) will be there.
Oops! I messed pricing or used the wrong pricing model. What form do I need to fill out in AE?
Fill out the Rate Change Form in Agreement Express.
You’re trying hard to be self-sufficient, but you really can’t find the answer. Dom and Amy are wine tasting in Venice. Who do you contact, and how?
Reach out to Client Success — you can contact them by phone or via Teams chat.
You need to look at features for standalone terminals. What document should you have saved to your desktop?
Simpay Hardware Compatibility document.
What is the live transfer phone number for Commercial Insurance?
📞 267-946-1214
My deal is approved and they’re building the file for shipping. What should I check to make sure the account is set up correctly?
Check the Pricing tab under the MID in Sales View to make sure pricing is correct before shipping.
YAAASSS! I'm getting a multi-location deal. What's the easiest way to board the account?
Fill out an MPA (Merchant Processing Agreement) in AE with the main location, then make a copy for each additional location.
You’re boarding a DP deal for the first time. Dom and Amy are on a yacht and “can’t” answer. Where do you go for help?
Go to SharePoint and check the “How to Submit” guide under the DP tab.
What’s the difference between the EPP & Warranty Pricing List and the Equipment Pricing List — and where can you find them?
The EPP & Warranty Pricing List shows recurring monthly fees for terminals on our warranty program.
The Equipment Pricing List shows the outright purchase cost.
You can find both in Bynder.
✋ And I solemnly swear to find it and save it to my desktop today.
What is the name of the new product offering Simpay just announced?
Simpay Member Benefits Program (Simpay Membership Program)
How many ways can I submit a ticket on my account?
There are three ways:
In Sales View
Emailing the team
Using the Client Success Chat
✅ Bonus: Get points if two are named!
My customer isn’t tech-savvy and I need them to sign ASAP. What’s the best way to get the deal done?
My customer isn’t tech-savvy and I need them to sign ASAP. What’s the best way to get the deal done?
What team is our go-to support, and have an initiative for quick installs and PCI compliance help?
Client Success — be sure to ask for PCI assistance specifically.
Which Dejavoo terminals require a monthly software fee, and how much is it? How much more if you add a Virtual Terminal (VT)? Bonus points if you know the VT-only software fee!
The P1 and P3 terminals have a $8/month software fee.
If you add the Virtual Terminal (VT), it’s $4 more per month.
✅ Bonus: The VT-only software fee is $12/month.
How many products do we have that include a QuickBooks integration?
There are five products:
Clover
Biller Genie
Hyfin
Simpay Gateway
Dejavoo VT (note: some integrations are more robust than others)
Where do I go and when do I check residuals?
Go to the Residuals tab in Sales View — residuals are usually posted around the 27th of each month.
The customer wants to buy a device but needs to make interest-free payments over 6 months. What form do I use?
Use the Equipment Purchase – Recurring Form in AE.
You’re trying hard to be self-sufficient, but you really can’t find the answer. Dom and Amy are wine tasting in Venice. Who do you contact, and how?
Reach out to Client Success — you can contact them by phone or via Teams chat.
What is the equation you need to remember when pricing out a Clover deal?
Hardware + SaaS Fees + $5 TransArmor + Any Apps
What are the 4 Simpay Core Values?
Stand by what we say
We win together
Look for solutions
Be service-minded
You installed a deal yesterday — where and what should you be checking today?
Check Batches and Deposits in Sales View to confirm the account is installed and receiving funds.
✅ Bonus: The account must receive at least $250 to be considered live.
I just sent an application to a merchant with two owners. Where can I see if each owner has signed?
Click the right arrow tab in Agreement Express to view who has signed the application.
You need a new customizable marketing form, and Dom & Amy are off traveling the world. What do you do?
Fill out the Asana Marketing Request Form.
You have a grocery store/meat market that wants to do dual pricing, needs EBT, and wants next-day funding — but they close at 7 PM Eastern. What terminal should you recommend?
Valor — Only terminal that can do multi MID andrun on north. Will need two MIDs. One DP and 1 IC+.
What operating system does Simpay run on? (Hint: It’s from the book you were supposed to read when joining.)
📘 EOS — the Entrepreneurial Operating System
(From the book by Gino Wickman)