The Equipment
This site is now used to place equipment orders.
What is CSP?
This is the number of agents that can be assigned to an upgrade offer at once.
What is one?
This financing partner requires the Upgrade Contract be uploaded before continuing.
What is PowerPay?
This number indicates what Upgrade the order is for and is included in all billable emails.
What is the UPdispatch number?
This is a legal requirement for all HVAC Upgrade offers associated with a repair work order.
What is the full diagnosis with coverage decision.
You must receive approval from this person before moving forward with substituting a model number.
What is the technician?
These are the status needed to begin working an upgrade offer.
What is Quote approved and Equipment verification pending?
All states will now receive a link for this financing partner.
What is Regions?
This is needed specifically for the Motili billable email?
What is the Coupa PO number?
These items must be different for the upgrade to be considered valid.
What is warranty provided equipment and the Upgrade provided equipment.
This is the only thing the Proconnect dispatch is used for.
What is documenting the repair credit?
This resource is used when confirming the date and time the member accepted the upgrade offer.
What is the History tab?
This status in Regions indicates that the loan application process is completed and approved.
What is ready to fund?
This is included specifically for the Lennox billable email.
What is the Lennox Order number?
A change order is needed when this occurs.
What is equipment changes or additional charges needed once credit card payment has been received?
When two systems are being upgraded in the same home this is the amount of orders that are required.
What is two orders?
This term is found in the sku viewer when a model number is not visible to the technician but still offered in the program.
What is Agent Use Only?
These states are legally only required to pay a down payment (some with special circumstances).
What is California, Maryland, Pennsylvania, New Jersey, Vermont, Massachusetts, and Maine?
This is included specifically in the Carrier Billable email.
What is the Equipment request number?
This form must be completed once an upgrade is cancelled but a credit card payment has been received?
What is the credit card refund form?
Once equipment availability is confirmed these three notes are placed into CSP.
What is the faxed supplier, the attention purchasing and the upgrade payment info note?
This resource is used for confirming what model numbers are provided in the upgrade program.
What is the Sku Viewer?
This must happen when the member decides they no longer are interested in financing but are located in a down payment state.
What is unlock the quote and reacceptance with credit card chosen as payment method?
What is the authorized total, the supplier contact number, the pickup or delivery address, the UPdispatch number and the equipment order information.
This dispatch must be cancelled if the upgrade is cancelled but a repair credit was used.
What is the ProConnect dispatch?