Review Customer Equipment From App
From the Ticket: Click the Kabob(3 Dots)> Click Equipment List If no Ticket: Navigate to the Customer List>Open Customer>Click the Kabob(3 Dots)> Click Equipment List
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Mobile App Update-Android
All Android users will need to use version 11 or newer as of 10/26/23
Look up Billing Cycle of a Customer
From customer account>Click Recurring Charges>Review the column 'Cycle' for B, M, S, Q, A. B: Bi-weekly M: Monthly S: Semi-Annual Q: Quarterly A: Annual
Access Electronic Appointment On App
Go to Dashboard> If Appointment is Assigned to you for Today It will appear on the list in your app
How to run a Customer Recurring Audit
Reports>Customer Tab>Customer Recurring Audit>Select appropriate filters i.e., Open accounts w/ active recurring vs. Open accounts w/ and w/o recurring
See if Customer Paid Through Cornerstone
If the customer paid via alarmpayments.com>Click Invoice History>Check for a blue "A" for a pending transaction (pending still) If the customer paid via check>Click Reports>Click Financial Tab>Select>Check Ledger>Enter Date Range>Enter Check ...