Survey | PRO Software Solutions

What is the MOST important workflow in PRO?

Invoice Reconcilation Workflow

Adding Work Orders to Routes Workflow

Order Entry Workflow

Inventory Creation Workflow

In the Order Entry Workflow I can do the following: (Select ALL that Apply)

Create a New Customer

Create a New Unit Location/Jobsite

Create a New Product

Enter in Work Order Info that is used to generate work orders on confirmation

Create New Inventory

Quotations/Orders can be confirmed by the following methods: (Select ALL that Apply)

Manual Confirmation

Signature

Payment

Delivery of Unit

Pickup of Unit

True or False. Office Users can be allowed to perform basic dispatching workflows such as adding a pickup or dropoff work order to a Scheduled Route

True

False

True of False. I can add a customer's credit card information without having to charge it.

True

False

Where do I go when I charge a Customer's credit card the FIRST time?

Customer Main Record

Order Entry Charge Card Button

Unit Location Details

Invoice Charge Card Button

Portal Preview (Quotations AND Invoices)

None of these

Where can I add a Customer's CC Info? (Select ALL that Apply)

Customer Main Record

Order Entry

Invoice Creation

Portal Preview (Quotation AND Invoice)

Unit Location

Work Order Creation

True or False. I can register a credit card payment manually in PRO.

True

False

True or False. I can setup a customer for autocharging without running their credit card first.

True

False

True or False. I can set a specific credit card to a Unit Location/Jobsite

True

False

What are the way's I can send quotations and invoices to customers? (Check ALL that Apply)

Email

Print and Mail

Courier

None of these

True or False. I can add custom text to an email template when I send a specific invoice/quotation.

True

False

True or False. Customer's can pay multiple invoices at the same time through their portal.

True

False

True or False. I can setup a customer for Auto Sending Monthly Open Invoice Statements.

True

False

True or False. PRO allows me to send Open Invoice Statements manually?

True

False

What is the best place to start a 1 time special event order that won't need recurring billing?

Invoice Creation

Work Order Creation

Sales/Order Entry

Route Creation

None of these

True or False. I can take a credit card payment over the phone and charge the customer using the Charge Card button.

True

False

Office Course 1 Module 1 Test

What is the MOST important workflow in PRO?

In the Order Entry Workflow I can do the following: (Select ALL that Apply)

Quotations/Orders can be confirmed by the following methods: (Select ALL that Apply)

True or False. Office Users can be allowed to perform basic dispatching workflows such as adding a pickup or dropoff work order to a Scheduled Route

True of False. I can add a customer's credit card information without having to charge it.

Where do I go when I charge a Customer's credit card the FIRST time?

Where can I add a Customer's CC Info? (Select ALL that Apply)

True or False. I can register a credit card payment manually in PRO.

True or False. I can setup a customer for autocharging without running their credit card first.

True or False. I can set a specific credit card to a Unit Location/Jobsite

What are the way's I can send quotations and invoices to customers? (Check ALL that Apply)

True or False. I can add custom text to an email template when I send a specific invoice/quotation.

True or False. Customer's can pay multiple invoices at the same time through their portal.

True or False. I can setup a customer for Auto Sending Monthly Open Invoice Statements.

True or False. PRO allows me to send Open Invoice Statements manually?

What is the best place to start a 1 time special event order that won't need recurring billing?

True or False. I can take a credit card payment over the phone and charge the customer using the Charge Card button.

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