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so your sales rep is in the field and they just got a sale they need to submit this account to the secretary so they log in to fill quick with their credentials and instantly they're taken to their dashboard here on the left-hand side they click on the customers tab submit new what you see is the form that they will fill out in order to submit all the customers information over to the secretary at the top if they so choose to split Commission's between another sales rep at the company they have the option to do so so let's start by filling out the customers information over here you will see a link called view address on map if it is selected another tab will open up and you'll be able to view the address they just entered on an actual map so that you can pull the cross streets or if they wanted to see any more information the 101 and bell road look like the cross streets for this account so let's type in Bell Road and the 101 freeway here their emergency contacts are entered they can add more contacts if they like or they can take them away the installation time is the installation time that they would like to have so perhaps they want to schedule it on the 16th which is a monday between eight o'clock and nine o'clock they select from the drop-down the equipment that they would like to get installed and don't worry if at any point the sales rep doesn't quite put the correct information of what is to be installed then the secretary or the actual technician when he's at the job will be able to change this information here they can add credit cards on their file they can enter the information if the billing name is different on the credit card they can enter it here or the billing address as well the notes section is very important sometimes for certain notes that the sales rep would like to tell the technician perhaps the customer is going to be leaving early to go to work so he wants the technician to be on time he can simply enter please be on time because the customer needs to go to work early period over here you will see an icon where you can click on in the drop-down and select that the technician sees this as well or unselect it for just the office to see this note voila it's that easy now the secretary got an email notification saying she has a pending account that's awaiting her acceptance okay so your sales reps have been submitting accounts to your secretary she's been getting email notifications and it's time for her to log in to fill quick with her credentials so when she logs in she lands on her dashboard here on the dashboard she will see there are three accounts awaiting acceptance she can simply click on the button over here and instantly she will have access to taking a look at the three accounts that the sales reps have submitted that are pending for her to either accept it or decline also at any time here at the top there with the hourglass you'll see the amount of accounts that are pending with the number three for example right there now this one over here is red and I want to talk to you about this because it has been pending for over a day this means the sales rep submitted this account over 1 day ago so typically when this happens this means the secretary did not decline the account or she didn't accept it in a day so what she wants to do is let's just say this account the customers credit score was too low for the monitoring station to accept the to purchase the account so she can quite simply click on the view over here and scroll down she knows this was actually declined due to the fact that the credit score was low clicks on declined and says credit score too low hits the decline button and it's done it's cleaned up okay so there are two accounts that are left pending either to be accepted or declined there are two options either to view or skip that step and just accept then complete the account as you can see this one here has been pending for five hours since the sales rep has submitted it and this one three hours typically you want to clean up the ones that have been submitted first so let's just accept and complete this one over here simply enter the account number receiver number if it applies scroll through the account keep in mind this has already been pre-populated by the sales rep that submitted it so no double entry enter the credit score tracking number if any applies and now she wants to click on the open scheduler to schedule the technician the sales rep mentioned he wanted it between nine o'clock and ten ten o'clock so she can schedule this block over here let's just say she gives the technician until 12 or 11 she can do that if she wanted to go to 12 she can just select it over here and now it would be from nine to 12 the technician would show up notify the sam the technician is as simple as a check box right over here if she unselect sit the technician will not get an email notification if she leaves it by default which is selected the technician that is assigned to this job will get an email notification that he or she has a new installation upon completion you just she just hits the Save button and it is done that has now been scheduled with the technician so as you can see now there's one account that's waiting to be accepted or declined this is the one that we submitted in the previous example so let's accept then complete this one enter the account number enter the receiver number if it does apply do the same thing for this account the credit score on this one and open the scheduler it says eight to nine o'clock is what the sales rep said he wanted eight to nine o'clock on this day so let's give him from eight to ten o'clock click ok and this is the email notification that this technician will gain about this job everything looks fine and we hit the Save button that has been scheduled as well so she can go back to the dashboard and take a look she has 0 accounts that are appending the acceptance right now and that's exactly how she cleans those up so your sales reps in the field submitted their accounts to your secretary she then accepted it and scheduled the technician what's next is we need to collect any unpaid balances that your customers may have either before installation or after here on the dashboard when she logs in if she's not already logged in she can click on the three accounts that are pending to be charged on this list you will see all the customer accounts that have an amount that needs to be charged to your merchant for example the sales rep sold a $99 activation fee well this needs to be collected as revenue to your company because the seller selected they collected a $99 activation fee it appears in this list to be charged to your merchant a lot of times there are companies that money goes uncollected because it simply gets lost well not with Phil quick here for example on this customer let's say your sales rep collected $149 sales upgrade for equipment they sold it will be in this list and it won't get cleaned up until your secretary charges it to the merchant so she would simply open up her merchant account on another tab and over here you will see an installed column some companies like to charge the customer before installation while others like to charge the customer after installation let's just say you wanted to charge your customers both before and after installation well this job shows that it has been installed already let's clean it up and charge it to our merchant there's a $99 pending charge on this page you'll see it's $99 activation fee there were no sales upgrades there were no installation upgrades by the technician the total is ninety-nine dollars on the account nothing was paid so the remaining balance is ninety-nine dollars on this account so quite simply she would click on add payment and keep in mind all the information is over here on the side for her to enter into the merchant she can simply select the credit card on file mark it as completed and click on add payment that is done you can go back to see the other pending charges we have two more that we need to clean up so this one is for ninety nine dollars as well and as you can tell there's no insulation upgrade here but also the job was not installed yet that's fine let's just say we cleaned this up right now and then when the technician goes to the job to it he then collects an an installation upgrade it will then reappear only the installation upgrade amount in the list so she would just simply add payment click over here mark this visa have the information below once she gets confirmation confirmed if you guys would like to write an actual note go back here and now there's one left click on that as you can see on this account there was a collected amount for $149 but then an issue we issued a refund and said that the customer called in to complain so now there's still a pending $149 balance on this account so after installation let's just say or after clarification for the sales rep to the customer the customer then found out ah yes I was supposed to be charged as one hundred and forty nine dollars for extra upgrades as you can see it was a fifty dollar upgrade plus the $99 activation fee so now that the customers fine with it we mark it as paid and collected and now the balance is zero we can go back to the list and see that there are no more pending charges go to the dashboard and see that now it shows zero once a sales rep submits a new account and there is a pending amount to be charged it will automatically show up as one here on the dashboard so it's very important your secretary cleans up this as quick as possible so no revenue is lost coming into your business okay so your technician got the email notification that there was a job to be installed let's log in to fill quick after completing the installation to tell Phil quick what exactly was installed on the job so let's just say the was yesterday as you can see late jobs mean any that was one day or prior that the technician did not tell Phil quick yet what was installed so we want to finalize this installation because the insulation was complete if it applies he enters the installation confirmation number that was given from the monitoring station to him and over here as you can see we have two columns one is requested and one is installed these two columns are basically a way for you to take a look and the technician of what the sales rep requested versus what was actually installed by the technician the installation column is always pre-populated with what was requested therefore if there are any changes that the technician made to the account he can simply change it so in this example let's just say the sales rep said there were two door sensors that were to be installed but when the technician showed up to the job he found out that there was actually three doors that these customer had and the customer had this third door in a master bedroom so the sales rep typically takes care of let's just say the cost of this extra door sensor as you can see when I entered three it changed to yellow so that you can tell and the technician what exactly changed when looking at the complete job order over here let's just say as another example that the technician installed an extra motion detector and sold it as an upgrade so we would select product here type in motion find the motion detector that he sold put quantity 1 and it was sold by the technician and add it as you add it an extra column named upgrade shows over here how much did he sell this motion detector for let's just say a hundred and twenty dollars next we have the zones column the tech simply enters the zones and he can quite simply add as many or take them away as you can see lastly the notes column and just like in the other scenarios he can select if the seller should see this note or perhaps only the office hit the Save button and he's completed that now this has been marked as installed and as soon as he actually does that automatically the inventory from his truck is deducted and the secretary financial administrator you can see what exactly was requested was installed and every changes that were made to the account so your technicians completed installations and it's time to generate the invoices for your technicians jobs that they completed let's login as your financial administrator and here on the dashboard you will see clearly the nice clean dashboard as usual but you head on over this time to funding and payroll and you will actually see the weekly tasks because typically on a weekly basis you will create your technicians invoices and you click on technician payroll when you click on technician payroll typically in the alarm industry you have set dates that you pay your technicians or you generate their invoices let's just say we're going to go from Friday to Friday two weeks ago hit the search button and this is all the installation and services that your technicians have completed at your company that are ready to be paid during those dates because they installed the jobs here if you click on the create invoice what's going to happen is you're going to have the side-by-side calculator with what was installed also compared to what was requested by the sales rep anything that was changed from what was requested to installed is going to show up in yellow so these are the things to keep in mind when you're paying your technician so let's just say we pay our technicians based on the type of system whether there was a wireless or a hardwired and we pay 125 dollars to start for the actual wireless installation and now we want to give him the extra amount that perhaps he collected on an installation upgrade but here you can see there was none that was collected if there was you can actually calculate it by putting it directly over here however much was the difference from your cost to what the actual technician collected perhaps you want to deduct them thirty dollars for being late I know your technicians aren't like that but let's just say you did you have the possibility to you can add as many lines you can take out as many lines as you like create the invoice once you're done by just pushing the button over here voila it's that simple the invoice was just generated