2.3. Phase 1: Train Logbook & Bundle Staff:
You should book this training within a few days after your import has been configured.
Prerequisites:
- Ranges of all available Reports of Sale for each rooftop (grouped by OL#)
- Quiet location with little to no interruptions
- Typically scheduled a few days after import has shown to bring data in correctly
Select from the following list to add a service to this appointment. cancel
1. BPA/CRA Application Support
- 1.1. Floor Plan/Security Narrative/File Bar Install
- 1.2. Live Scan $75+ 0.58/mi.
- 1.4. Renewal Document Collection
- 1.5. BPA/KSR Compliance reviewHelp clients with requirements for Audit
2. Training
- 2.1. Pre-Installation VisitBefore the first training visit, AE's will conduct a pre-installation visit with clients whenever possible. The purpose of the visit is to check the dealerships computer systems and gather some information.
- 2.2. Phase 1: KSR Training
- 2.4. Phase 2: New Client BPA Training
- 2.5. Phase 3: Admin Training
- 2.6. New User E-File Training
- 2.7. Remote Access Training
- 2.8. DMV Paperwork Training
- 2.9. DMVdesk E-File Follow Up Training
- 2.10. DMVdesk Refunds Training
- 2.11. RMP Sales and F&I Training
- 2.12. 1-on-1 Finance DMS fee training
- 2.13. RMP/OJT Registration & DMVdesk Training
- 2.14 OJT/Team Training (Internal)Use this service task when providing or receiving training for a Field Services job role.
- 2.15 VITU Interstate Training
- 2.16 Digital Signature Training/DemoUsed to indicate when a dig sig training or demo is booked.
- 2.1. Pre-Installation Visit
3. Customer Support
- 3.0 Phone/Chat/Email Support (Full Day)
- 3.0.1 Phone/Chat/Email Support (Partial Day)Adjust hours as needed. Default is 4 hours.
- 3.1. Configure / Troubleshoot Import
- 3.3. Logbook Cleanup
- 3.4. Setup GL Push BackConfigure the GL push back for clients and tain them on how to use it - (Advent, ADP, Reynolds)
- 3.5. VIN Verification Service
- 3.6. DHR Visit
- 3.6. DHR Meeting with Dealer Principals
- 3.7. Courtesy Visit
- 3.8. DMS DMV Fee Analysis
- 3.9. Dealership Process ReviewReview goals for the year in a group setting with dealership personnel including the GM, Controller, Finance Director, GSM, Title Clerk. Discuss user issues, program usage (i.e dig sig, Interstate).
4. Registration Services
5. Office
- 5.1. Support Team (Full day)
- 5.4. Office Visit
- 5.6. RMP Meeting
- 5.7. Contracts Dept
- 5.8. Weekly Standup CallMandatory weekly call to review territory status and provide updates.
6. Field Services Support
7. Employee Leasing
- 7.0 Wholesale Clerk (Full Day)
- 7.1. Title & Registration Clerk (Full Day)
- 7.2. Dealership Business Office Generalist (Full Day)Various dealership business office tasks
- 7.3. IT Specialist (Full Day)
8. Sales
- 8.1. Sales Demo
- 8.2. Sales Drop InVisit clients in neighbourhood to introduce and drop off material for DMVDesk and try to get an appoinment for Sales Demo
- Agoura Office
Full Slate
Appointment scheduling software for small businesses
