Adding a Subscriber, Service, and Payment
Subscriber
- As part of the transition we import addresses and will want to make sure that the location pin in on the rooftop.
- Practice adding a Subscriber via the Map via the Line-of-Sight tool.
- Practice adding a Subscriber via the Dashboard
- When verifying an address click on the address match, do not skip verification.
- We only want to create one clean address. An MDU will have a unique location.
- Onboarding Customers and Leads uses the same process. Both will be a Subscriber in the system and have different Subscriber Statuses.
Service
- From a Subscriber Account click the FAB then click the Add Service button.
- Practice adding a Service on an existing account.
- The Shopping Cart will only show available offers for that location in their service area.
- Understanding an Interest Package, and that it will capture data, leads, and will send automated emails.
- Once a Service is added, that will kick off an automated Workflow associated with that Service.
Payment
- Practice adding payments. There are a couple of ways to add a payment. One, from the dashboard by clicking on Take a Payment. Then type in the subscriber and click submit. The second way to add a payment is from a Subscriber Account Page and click the FAB and then the Take Payment button.
- Choose a Payment Type.
- You have the option to save the payment method and/or set up a recurring payment.
- View where past Payments are and Payment receipts.
- View Recurring Payments.