Sales Process
The first step in AlarmBiller for a new sale
What is create customer as a prospect
The section of the work order which will help me align customer expectations before beginning to install equipment
What is the description section
If a return trip is necessary, it’s the first step before scheduling service
What is verify equipment is in stock
The service fee for standard service appointment
What is $59 for first 30 minutes with $99/hour
An accepted proposal can be turned into one of these
What is a work order
The section of the work order to show customer’s (pre-approved) payment method
What is PO box (under customer’s name and phone number)
Navigating to this screen will help to identify a customer’s “registration key”
What is edit customer account
It’s the FINAL step in completing a service appointment
What is collect payment and signature to close work order
It’s a common objections to sale
What is the customer can’t afford it
The section of the work order to communicate that customer has paid and how
What is invoice memo
This action must be taken before a payment can be refunded
What is the payment must be unapplied
It’s the FIRST step in performing a service appointment
What is call customer to notify him/her of eta
The minimum deposit required for non-burg system sale
What is 50% of total
The reason for work order being locked
Someone is still in edit mode on work order
The location for the customer’s primary phone number
What is the “phone number” section
In a safe place, not blocking anyone’s vehicles
What is where do you park your vehicle
The difference between a proposal from Preventia and competitors
What is a quick-turn proposal or proposal within 24 hour
The section to enter notes describing work completed after service
What is system notes
The section on the customer’s account which allows multiple email contacts to be added to invoice
What is the contact tab at the customer level
Shoe covers
What is something I put on before entering someone’s home (will accept what is proper attire for service appointment)