| Starting at Payzer | Mastering the System | The Company |
|---|---|---|
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What are the 8 steps of the onboarding process?
1. Kickoff
2. Sync Install 3. Data Loading 4. Training 1 5. Training 2 6. Tech Training 7. Go Live! 8. Sync Training |
Where are job types made and updated?
Admin > Settings > Job Settings
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What are the 4 parties with overlapping interests that Payzer works with?
Manufacturer
Distributor (sometimes the same as the manufacturer) Contractor Consumers |
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A customer asks you to change something about Payzerware. What do you say?
I'll pass that feedback on to the product team.
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Describe what colors of appointments on the schedule mean.
Color indicates job type.
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Name one Joe's Rule of the Road.
Do the right thing
Don’t lie Always be friendly with the customer, even when they’re not friendly to you Management will always have your back if you do the right thing It’s okay to not know the answer Be intellectually honest We value curiosity (and spelling) Do your job and help others When in doubt, be happy and have fun If you need help, ask for it |
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How do you know the status of an issue in Salesforce?
1. Look at the Issue status
2. Look at the Jira Status |
What is Future Work?
A recommendation for work in the future on proposals and invoices. Is used for the Everrest Conversion Rate Report.
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Explain Payzer's card processing fees. Where can they be found and how should contractors account for them?
On the website; contractors should build the fees in.
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What is a Support Request?
Support Requests are like they sound. They are “Help!” requests from specific customers and they are researched individually. Don’t attach multiple cases to a support request unless they are from the same merchant about the same situation; support requests are not bugs (problems with the code), so there’s no guarantee that solving a similar problem for a random merchant will solve the problem for your new case. All Data Requests should generally be support requests; they are individual requests from merchants that do not affect the codebase.
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What is an Unassigned Appointment versus a Service Request?
Unassigned appointments have times but no techs; Service Requests have no times and no techs.
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What is the difference between service and install?
Service - Fixing things
Install - Replacing units |
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What is Pulse?
Payzer's internal system with Merchant information and flags.
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What is a coverage zone and how is it best used?
Coverage zones designate areas on a map.
Use to keep tech working in a smaller area and to optimize scheduling. Can be seen ahead of time in service queue but only once broken on appt modal. |
When are HVAC business busiest?
Extreme weather - winter and summer.
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