Harnessing the Power of the Dealer Website Linda Booth Jennifer McElroy

Home Page Notes From VRI Tabbed Options Client Quick Find

Reports Active Clients Install Pending Clients Inactive Clients Shows all your active clients Install Pending Clients Shows all install pending clients Inactive Clients Shows all inactive clients

Reports: Active Clients Client Name Shows all Client data Comm Sends communication to dealer team and Care Center. Edit Ability to edit customer data Deactivate Click to deactivate a client (only if unit removed from home) Care Plan Shows client care plan HST Allows you to search client alarm history by date range

Reports: Install Pending Client Name Shows all Client data Comm Sends communication to dealer team and Care Center. Edit Ability to edit customer data Deactivate Click to deactivate a client (only if unit removed from home) Care Plan Shows client Care plan

Reports: Inactive Clients Status Shows client status Client Name Shows all Client data Comm Sends communication to dealer team and Care Center. Edit Ability to edit customer data Deactivate Click to deactivate a client (only if unit is removed from home).

Inventory Check the status of your inventory

Inventory On Hand Install Pending Disconnect Net Available Number of units available (by unit) Install Pending Number of units waiting on signal (by unit) Disconnect Number of units disconnected (by unit) Net Available Total number units available Description of Units “on hand”

Inventory: Open Work Orders Jobs that need to be completed

Inventory: Open Work Orders Request Disconnect/Install/Service Site Name (Client Name) System Type (Unit) Date Requested Print Job Print Care Plan View Notes Add Notes VRI Comm Communications to VRI including status changes Add to my list Ability to make a list of jobs and print list

Inventory: Jobs Same as Inventory Open Work Status

History History Active Clients Alarm Search client alarm history

History: Active Clients Alarm CS# To view history of a specific unit Client Phone To view history for a specific phone number Start Date/End Date Check alarms for a specific date/date range Can be used for specific unit/number or as a complete report for a period of time

Dealer Information Modify Basic Dealer Info Dealer Message Board Address/Phone number/contacts etc. Dealer Message Board Get advice and help from other dealers Client TEST Call Number of attempts made to contact client to test unit

Dealer Information: Modify Basic Dealer Info

Dealer Information: Dealer Message Board Create New Post Read/Respond to post by clicking

Dealer Information: Client TEST Call CS # Unit Number Client Name Notes about client test calls Client Phone City Zip Code County HSR # Attempts Times tried to call client

Materials Care Center Logos Marketing Brochures Videos Unit Photos Originals and PDF’s Trifolds One Pagers Videos Unit Photos Newsletters Dealer Industry Manuals Forms

Materials

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