1. Harnessing the Power of the Dealer Website
Linda Booth
Jennifer McElroy

2. Home Page
Notes From VRI
Tabbed Options
Client Quick Find

3. 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

4. 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

5. 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

6. 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).

7. Inventory
Check the status of your inventory

8. 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”

9. Inventory: Open Work Orders
Jobs that need to be completed

10. 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

11. Inventory: Jobs
Same as Inventory Open Work Status

12. History
History
Active Clients Alarm
Search client alarm history

13. 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

14. 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

15. Dealer Information: Modify Basic Dealer Info

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

17. 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

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

19. Materials

20. Linda Booth Jennifer McElroy
Questions?
Linda Booth
Jennifer McElroy