Introduction
Table of Contents
2000 Service Provider
2010 Overview
2015 Requirements and Setup
2020 Affilaite Agreement
2050 Insurance Compliance
2051 Service Provider Insurance Compliance Best Practices
2060 RFP Profile
3000 Leads/Campaigns
4000 Working
4010 Flowchart of workflows
4100 Setting Appointments
4200 Using the Ipad Overview
4210 Creating the Survey
4300 Creating Proposals
4310 Revising Proposals
4315 Copying Proposals
4320 Creating Multiple Proposal for one customer
4400 Tasks (Follow-ups)
4500 Winning or Losing the Proposal
5000 Customers
5100 Master Agreement
5110 Transaction History
5115 Payment History
5120 Credit History
5200 Service Contracts
5210 Activate a SC Assign SP/Sch Services/Invoice
5215 Modifying a Serivice Contract Increase or Decrease RS
5220 Changing the SP or Split
5225 Terminating a Service Contract
5500 RFP
5510 GM/AM Training Guide
5515 Service Provider Trainnig Guide
6000 Accounting
6010 Financial Start-up Checklist
6011 QB Online Vs. Desktop
6015 Overview
6020 Portal Overview
6025 Toolbar Definitions
6030 General Ledger Monthly Closing Procedure
6035 Month End Close Process Outline and Entry Template
6050 QB Entries
6051 Overview
6052 Opening Entries
6053 Receipts (Check,ACH,Etc.)
6054 Setting up Service Providers and Vendors
6055 Creating Bills for SPs after Statements Finalized
6064 QB Entries Paying bills for SPs (bill payment) at EOM
6065 QB Entries Creating Bills For Trade Vendors (Non Service Providers)
6066 QB Entries Paying Bills For Vendors (Non Service Providers)
6067 QB Entries Issuing checks/ACH for Immediate Payment or Bank Charges
6068 QB Entries Payroll Posting (non Intuit)
6100 Invoicing
6105 First of Month Invoicing (FOM)
6110 On Demand for Services
6115 On Demand for Supplies
6120 Delete/Correct an Invoice not yet posted
6200 Receipts
6210 Post Payments/Receipt Allocations
6211 Post an Overpayment
6212 Apply Receipts to a Multi-location Account
6250 Credits
6255 Issue a Credit
6256 View & Process Unallocated Credits
6257 Write off for Bad Debt
6300 Refunds
6310 Issue a refund on a Terminated Customer
6350 Adjustments
6355 Create and Adjustment
6360 Handle Late Fees
6400 Statements
6410 Processing SP Statements
6411 Editing and Approvinf Statements
6412 Responding to and Settling SP Disputes
6500 Collections
6510 Process Overview
6511 Collection Notes
6512 Collection E-mails