GTS
How do we find out where we obtain customers from
What is Advertising Code?
Good Morning, Thank you for calling Valley Glass this is Shelly, how can I help you?
What is the proper way to answer the phone?
How often should product be received in in GTS?
What is Daily or as soon as product is delivered and inspected?
Agent Name, Insurance Company Name, Full Address and Phone#
What is the correct information needed to send to the Corporate Office to get an Agent added into GTS?
How can you fix a Credit Card transaction error before Daily Batch Runs?
What is Void a Credit Card transaction same day?
Collecting payment from a customer that has been Invoiced already
What is a Corporate Invoice?
Would you like some water or a snack?
What is How should we take care of our Customers while they wait?
What should be uploaded to Share point?
Name and address that appear on a Customers Insurance Policy
What is the Billing Address on an Insurance Workorder?
These people can help you fix a Credit Card Transaction error.
Who are Kim, Tina, and Austin?
Items bought for Shop use, and not charged Sales tax, (excluding items purchased from Intermountain Jobbers).
What is coded to 6180T shop use, use tax?
First initial response within 5 minutes, if research is required, follow up response time, 30 minutes.
What is proper Podium response time?
The amount a Vendor deducts from a Credit to Valley Glass on Product returned after return grace period.
What is a restock fee?
Policy Holders name, Policy Number, Date of Loss
What are at least 3 required fields needed for an Insurance Job?
Where do you have a new customer send a completed copy of Our Credit Application and Tax Exempt Form?
What is AR@valleyglass.com?
The $ amount quoted to our customer minus any freight charges, surcharges, and crating charges.
What is the amount entered for Our total cost behind the line? (Inventory Cost)
Name, Address and phone#
What is required information to save a Quote or Work order?
Unreserve, Create a Vendor return in GTS, create a Return with the vendor, close the Return.
What is How to do a Complete Vendor Return?
What is needed from the Insurance Company before ANY work can be started on a job?
What is a Referral #, Claim #, or Dispatch#.
Who in the Accounting Department should you, or a vendor, reach out to with questions for setting up an account for new vendors? (Two part answer)
Who is Lonna Garcia for Residential and Commercial?
Who is Veronica Calhoun for Auto Glass?
Open Work order, Open PO, Open Vendor Returns
What are three Reports that should be ran weekly?
What can a customer hear you do without actually seeing you?
What is a Phone Smile? 😊
Product installed or with an installer but not invoiced when Inventory is counted.
What is product added to Inventory count at month end, before sending Inventory Adjustment report?
Discount for an Insurance Company are not correct
What is Send a copy of the Referral/Dispatch to the Corporate Office?
Who do you, or a customer, contact in Accounting with a question regarding customer payments?
Who is Kim Smart?