Insurance
The initials BDT represent the name of what corporate group
Who are the Business Development Team
This work order involves two processes to ensure the invoice is billed to the correct party
What is a commercial work order?
For after hour fees
What is Additional Fees
How to update the dashboard to see any current activities
What is the Refresh tab/button?
In order to activate an invoice what must be completed.
What are line items?
C&O
What is a Cause and Origin
Who is the insurance company that would remind you of what a vacationist does?
What is Travelers Insurance Company
Statuses move across the top of this bar
What is the Chevron Bar?
I have been email to the customer
What is the Activity History
Where can you see if a document was not sent to a customer as the work order does not notify you
What is the Bounce Email section?
These two sections are on the work order where you can gain access to the invoice
What is the Payment tab and what is the invoice section?
INS
What is Insurance
This insurance company has a logo that looks like a statue.
What is Liberty Mutual Insurance
To have a duration for the work order this section must be completed
What is the Job Type?
I sit here waiting to be selected
What is Candidates
You thought your work order was completed however on the dashboard it came back under this tab
What is Work Orders Rejected?
How do you know a work order is ready to be invoice
What is Pending Review?
WA
What is a Work Authorization
This insurance company's name comes from a city in one of the North East States
Who is The Hartford
The section in the work order where you have the ability to edit documents is called
What is the S-Docs Relationship Section?
Here you can find me, the service appointment, the calendar and the map
What is the Schedule Board/Gantt
How many sections can be viewed on the CSR dashboard
What is 11?
These are found within the invoice where the office staff can apply payments
Name the sections and the payment types for each section?
What is the Virtual Terminal for credit card payments and What is the Transaction section for check payments?
PO
What is a Purchase Order
What is the correct pricing for American Pools
What is $250 per hour with a minimum of 2 hrs.? =$500
Julissa and Anita were working on the same customer account. What really helped them understand what transpire first could be found here.
What is the Notes?
The technician couldn't take me in the field and decided to post me here
What is the Chatter Feed
For an analysis of your monthly work orders, what section do you review
What is the Work Orders Per Month section?
To attach the pdf documents to the email what section are the documents in.
What is the File Section
SF
What is Salesforce
The 5% discount is applied to which four National Insurance Accounts
What is CAN, Liberty, Safeco and Stillwater?
If canceling a schedule work order there are several processes that must be completed first.
What is canceling
1. The Service Appointment
2. The draft invoice
3. Line Items
You can find my direct customer information here
What is Accounts
These assignments have a designated time frame to be completed and are found in which section on the dashboard?
What are Unassigned Nat Insurance Work Orders?
These two go hand in hand when invoicing
What is the Invoice and Report
ALD
What is American Leak Detection