jco ( jcos online) menu

JCO (JCos Online) MenuPPS – Prepaid Services• Create New (PPS-1)• View All (PPS-3)

•Discrepencies•Submit Payment•Record Payment•Closed

Pre-Writes• Create New (PW-1)• View All (PW-3)

•Pending•Closed

Estimates • Create New (E-1)• View All (E-2)

•Pending•Closed

•Follow-Up•Service Denied

•Estimate Accepted

ROs - Repair Orders• Create New (RO-1)• View All (RO-2)

•Pending•Submit Payment•Record Customer Payment•Record Perillo Payment•Closed

• Route Sheet (RO-3)• Log (Log-1)

POs - Purchase Orders• View All (PO-2)

•Pending•Closed

Parts • Create New Estimate Request (P-5)• View All Estimate Requests (P-2)

•Pending•Closed

• Create New Order Request (P-5)• View All Order Requests (P-2)

•Pending•Closed

• Parts List and Prices – ADP?• North Branch Inventory (P-4)

Follow-Up• Create New (FU-1)• All (FU-3)

•Pending•Closed

Customers • Create New (CH-1)• View Customer History (CH-2)

•By Name•By VIN

Adminstration• Add New User (Admin-User)• Edit Drop-Down Boxes and Lists (Admin-DDB)• Delete / Refunds? • Access Logs

• Alerts (Admin-A)•Recipients•Preferences

• Business Intelligence Reports (Admin-Reports) •Sales of Prepaid services •Cost (use) of Prepaid policies•Sales of Jcos work•Cost (operations) reports

• Accounting

•Pending ROs – Repair Orders•Submit Payment•Record Payment

• Pending PPS – Prepaid Services•Submit Payment•Record Payment

• View All Closed•By Check #•By Type•By Amounts•By Date•By Discrepencies

• Refunds

Inputs info into Prepaid Service screen (slide PPS-1)

Perillo salesperson sells policy to customer

List of all Prepaid Service transactions (slide PPS-3) with email to Norma everyday?

Email/Text alert is sent with list of Discrepencies(slide PPS-2)

Discrepency found

No Discrepency found

ADP is scraped at day’s end for a cross-check of all new 1) deals and 2) new VINs with customer history

Discrepencies are fixed

If report is correct, the info is “submitted” to Perillo Accounting

Email/Text alert is sent if report is not submitted to Accounting within 48 hrs (slide PPS-4)

Report is sent to Accounting (slide PPS-5)

Perillo Accounting sends payment to Norma / Shirley

Email/Text alert sent if payments are not received/recorded within 7 days (slide PPS-6)

Business Intelligence: Weekly report sent to Joe, Jay, etc. with # of sales and amount (slide BI-8)

Prepaid Services

Record payment popup (PPS-3a)

Norma/Shirley records payments on slide PPP-3

Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers

Salesperson

F&I Manager

Stock # ^

VIN #

Customer Name^

Prepaid Service

Sales Amount

Notes (REQUIRE OVERRIDNG INFO TO BE EXPLAINED)find out if notes field in ADP)

Bumper Guard

Ding Guard

Scratch Guard

Detail Package

Slide PPS-1: Create New Prepaid Service sale

Wheel Guard

3 details6 details

Tejesh – For Policy, lets have upto 10 subcategories allowed, and each one dynamically pops up for radio-button selectIon when the main category is selectedSubcategory 1

36 mo48 mo60 mo

Submit

Prepaid Svcs

36 mo48 mo60 mo

36 mo48 mo60 mo

36 mo48 mo60 mo

Norma - Is stock # the same as deal #?

Tejesh – also allow “Lifetime” choice here for past sales (but we won’t show here) .

Also assume 4 panels for Scratch Guard, but old ones had 8 panels, so allow storing for that also

$499.00

Tejesh – prepopulate these fields with numbers I give you based on selections, but allow overriding.

Last Name First Name

Car type for x5, x6, x7 to prepopulate on bumper guard changes price, so preopulate differently

Pre-Writes Estimates ROs POs Parts Follow-Up Customers

View online report

Alert has been sent to:

Diaz, Jay – Monday, April 16, 2009 9:00 AMDiaz Jay – Tuesday, April 17, 2009

Perillo, Joe – Wednesday, April 18, 2009

Alert! The list of Prepaid Service sales does not match between Perillo ADP and JCos Online, as follows:

Slide PPS-2: Discrepency Report for MisMatched Prepaid Service Sales

Date of Sale Stock # VIN # Customer Salesperson F&I Manager

Prepaid Service Sales Amount

Discrepency

Monday,April 9, 2009

987 Gupta, Preeti

Mahmood Jeff TOTAL- Detail Package--3 Details----36 moDing Guard

$843.00$343.00

$500.00

In JCO but not in ADP


987 Gupta, Preeti

Saleem Jeff TOTAL- Detail Package--3 Details----60 moDing Guard

$1040.00$540.00

$500.00

In ADP but not in JCO

Sunday, April 8, 2009

943 Smith, Gary

Sean Cary - Scratch Guard----60 mo

$353.00 In ADP but not JCO

Tejesh – show differences or unmatching fields in red so user can quickly see what the problems are. If stock #s match, then show just the data that doesn’t match in red, if there is only one particular stock #, then highlight that field to show that the stock # doesn’t exist in the other system

View online report

(email)

(text)Alert! The list of Prepaid Service sales does not match between Perillo ADP and JCos Online, as follows:

Gupta, Preeti – Stock #987Smith, Gary – Stock #943

Slide PPS-2: Discrepency Report for MisMatched Prepaid Service Sales

Tejesh – if there is a duplicate name and stock #, just put it once


Slide PPS-3: View List of Prepaid Service Sales

Date Stock # VIN # Customer Salesperson

F&I Manager

Prepaid Service Sales Amount

Discrepency Payment Received from Perillo

Tuesday,April 9, 2009

34324 343532424

Gossamer, Jeff

Alex Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard

$1575.00$235.00$545.00$795.00

none $235.00on April 13, 2009


43520 N/A - FJ Jello, Cosby

Saleem Jeff - Detail Package--3 Details----60 mo

$353.00 none

MondayApril 8, 2009

34344 Gorge, Sam

Sean Tom TOTAL

-Scratch Guard----36 mo+Ding Guard

$1400.00$900.00

$500.00

none


646466

Hill, Teddy

Tom -Dent Guard-----60 mo

$535.00 Logged in JCO but not in ADP

Please resolve discrepency.

1 2 3 4 5 …. 45

Run ADP Data Synch

Submit for Payment

Record Payment

SEE POPUP ON NEXT SLIDE

+ Expand All- Condense All

Hover-over: link to payment difference explanation and check #


Please fill in the following information to record your payment:

Check Number / Credit Card Authorization *

Payment Amount*

The Payment Amount you are posting is different from the Sales Amount of ________. Pleaseexplain the reason:

Slide PPS-3a: Popup for Record Payment

Tejesh – if payment is different than sales amount, pop this up.

Slide PPS-4: Alert regarding submission of Prepaid Services sales for payment from Perillo Accounting

Alert! The following Prepaid Service sales have not been approved for submission to Perillo Accounting. If you do not approve this list within 48 hours, it will automatically be approved and sent to Perillo Accounting for payment.


F&I Manager

Prepaid Service

Sales Amount

Discrepency

Payment Received from Perillo


43520 Jello, Cosby

Saleem Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard

$1575.00$235.00$545.00$795.00

none

MondayApril 8, 2009

34344 Gorge, Sam

Sean Cary -Detail Package--3 Details----60 mo

$353.00 none


Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009


Submit for Payment

Submit for Payment

View online report

Tejesh, do we just want to link to online report or also allow other functionality? I want to do it if we can show that they are logged in.

(email)

Slide PPS-4: Alert regarding submission of Prepaid Services sales for payment from Perillo Accounting

Alert! The following Prepaid Service sales have not been approved for submission to Perillo Accounting. If you do not approve this list within 48 hours, it will automatically be approved and sent to Perillo Accounting for payment.

Jello, Cosby - $1090

(text)

Slide PPS-5: Email/Text to Perillo Accounting requesting payment of Prepaid Services sales.

JCos is submitting the following sales of Prepaid Services for payment:

View online report

Date Stock # VIN # Customer Salesperson F&I Manager Prepaid Service

Sales Amount


34324 Gossamer, Daniel

Saleem Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard

$1575.00 $235.00 $545.00 $795.00


43520 Jello, Cosby

Sean Jeff -Detail Package--3 Details----60 mo

$353.00

Slide PPS-6: Alert regarding nonpayment of JCos work from Perillo Accounting

Alert! Payments have not been logged for the following Prepaid Services sales:


F&I Manager

Prepaid Service

Sales Amount

Discrepency Payment Received from Perillo


34324 Gossamer, Daniel

Alex Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard

$1575.00235.00$545.00$795.00

none


43520 Jello, Cosby

Mahmood Jeff -Detail Package--3 Details----60 mo

$353.00 none

MondayApril 8, 2009

34344 Gorge, Sam

Saleem Tom TOTAL

-Scratch Guard----36 mo+Ding Guard

$1400.00$900.00

$500.00

none


646466 Hill, Teddy

Sean Tom -Dent Guard-----60 mo

$535.00 none

View online report

Record Payment

Record Payment

Record Payment

Record Payment

(email)

Slide PPS-6: Alert regarding nonpayment of JCos work from Perillo Accounting

Alert! Payments have not been logged for the following Prepaid Services sales:

(text)

Jello, Cosby - $1090

View Estimate (P-6)

Creates or revises a Pre-Write (slide PW-1)

2) Only Perillo Service Advisor meets customer in person

Alert sent to JCos about new Pre-Write (PW-2)

Service Denied – Note is made and auto logged into View Estimates list (E-1, Tab 4 and E-2)

View All Pre-Writes (PW-3)

View Pre-Write (PW-4)

Customer Direct Order (PROCESS)

Jcos Creates an Estimate (E-1)

Alert sent to request Parts Estimate (P-1)

Automated – Jcos requests info on Price and Arrival Date for 4) Parts

(or ADP is scraped?)

Parts records info into Parts screen (P-2)

Alert sent to Jcos that Estimate is ready ( P-7)

JCOS closes out Estimate (E-1, Tab 4)

Manual– Jcos requests info on Price and Arrival Date for Parts

North Branch – Jcos sees that Part is in NB inventory, calls over there to confirm (P-4)

Estimate Draft Saved – Note is made as “Pending” and auto logged into View Estimates list (E-1, Tab 4 and E-2)

Estimate Accepted (E-1, Tab 4)

Follow-up Created (E-1, Tab 4 and FU-1)Alert sent for Follow-Up, customer called (FU-2)

Alert sent to request Parts Order (P-3)

Parts records when Part arrives into Parts Log (P-5)

Alert sent to Jcos for pickup and delivery to North Branch ( P-9)

3) Jcos Advisor meets customer in person

1) Perillo Service Advisor makes an appointment (PW-A-1 or PW-2, 3, 4)

Customer brings car to dealership

RO is created, see next page

Customer is called about estimate and step is logged in (Log)

View All Estimates (E-2)

View Estimate (E-3)

Logged in when Part arrives at North Branch (P-5)

View All Pre-Writes (FU-3)

View Pre-Write (FU-4)

ADP is scraped for matching 3) Perillo RO info

& Customer History

View Parts Log (P-5)

When done in Service, SA logs it in (LOG)

Parts approves PO (PO-3)

Alert sent if Due Date different from Promise Date (A-4)

Pat sent notice of incoming job with estimated date and time once a day (RO-4)

Victor logs in when arrives (LOG)

Alert sent if # of cars before due date is more than an average of 10 per day (slide O-8)

Mixed Order - Work being done in Service

Jcos job only

Victor, Jay, Pat, etc. sent an alert to pickup (A-3)

When car is dropped off, Pat or Victor log it in (LOG)

Pat receives and updates Due Date if incorrect (RO-3)

Jay/Earl log in call to customer to confirm Jcos work starting (LOG)

Alert sent 24 hours before Promise Date/Due Date, Pat should update again if any change (A-7)

Alert sent if car is due for delivery but not marked as completed (A-8)

JCOs logs call to customer that car is ready (LOG)

Earl or Jay close out RO and PO for printing and sending to Cashiers, Only prints for certain job types (RO-2)

Cashier logs in amount when customer pays, if different from original, kicks out notice to Earl, Jay, and Chris in parts (change if needed?) (A-13)

Perillo Accounting gets list of PO/ROs for payment (A-2)

Norma / Shirley log in payment (slide O-27)

Alert sent if RO/PO not approved (A-11)

Alert sent if payment not received (A-1)

Alert sent if customer not called (A-10)

Customer Direct Order (PROCESS)

RO is created (either New or pre-populated w Estimate info,(RO-1, TAB 1)

View All ROs (RO-2)

View RO for JCOS or North Branch or Customer (RO-1, TABS 2, 3, and 4)

View Route Sheet(RO-3)

RO is based off a Perillo PO

RO is based off a Customer PO

Alert sent with auto-created PO (PO-1)

View all POs (PO-2)

Alert sent when car is ready for pickup from North Branch (A-9)

Alert sent if car not yet picked up (A-12)


Service Advisor

Customer VIN

Customer

Notes

Slide PW-A-1: Create Appointment

Welcome to J Cosmetics! Please fill out the Pre-Write:

Submit

Target Delivery Date

Priority Qualifications Insurance Claim Customer UrgencyRepeat Job


Car Details Make Model Year Color

Appointment Date: Mo Day Yr

Mo Day Yr

Payment? Prepaid Service Customer Pay


Is the customer getting Perillo work done as well? Yes No

Explain the reason you are requesting an override of the Prepaid Service contract.

Tejesh – Pop this up if the person selects “Prepaid Service” as the payment.


Service Advisor

Customer VIN

Customer

Perillo RO #

Notes

Slide PW-1: Create Pre-Write

Welcome to J Cosmetics! Please fill out the Pre-Write:

Submit


Priority Qualifications Insurance Claim Customer UrgencyRepeat Job


Tag Number

Car Details Make Model Year Color

Associated with Appointment:

Mo Day Yr

Payment? Prepaid Service Customer Pay

Prepaid Svcs Pre-Writes Estimates POs Parts Follow-Up Customers

Explain the reason you are requesting an override if this customer does not have an Appointment.

Tejesh – Pop this up if the person selects “Prepaid Service” as the payment.

Alert! There is a new Pre-write (Appointment) by Perillo.

Slide PW-2: Email Alert for new Pre-Write



(email)

View online report

Entered: Monday, April 6, 2009, 9:05 AM

Customer VIN:

Customer:

Target Delivery Date:

Priority Qualifications:

Service Advisor:

Notes:

Matt Diaz

Smith, John

No Loaner Car

Tuesday, April 23, 2009

Customer really wants this by the delivery date.

Perillo RO#: 998

Tag Number: 0087

Car Details: BMW, X5, 2009, Black

Replace Tag # with Appointment depending on type of Pre-Write (i.e. PreWrite-Appointment or PreWrite-InShop), and eliminate Perillo RO field if it is an Appointment

3434333

Contact Info: Cell Phone: 312-234-9883, Home Phone: 708-233-9034, Email: [email protected]

Customer Type: Prepaid Service


(text)

Jello, Cosby - BMW, X5, 2000, Black – Tag # 343 (or Appointment Date: Tues, July 3, 2009)

Slide PW-2: Text Alert for new Pre-Write


Slide PW-3: View List of pending Pre-Writes

Pre-Write #

Entered Service Advisor

Customer Contact Info

VIN Tag # or Appointment date

Perillo RO#

Car Priority Qualifications


Notes

0097 Monday, April 7, 2009, 9:05 AM

Matt Diaz

Shah, Preeti

Phone: 201-892-6094

90934 Tag # 5465 343 BMW, X5, 2002, Black

No Loaner Car

Closed – Estimate # 343

He needs it for the weekend! Wants a detail.

Tues, April 8, 2009

N/A Friday, April 12, 2009

1 2 3 4 5 …. 45

Tejesh: Need to populate Contact Info with info from Customer History


Slide PW-4: View Pre-Write

Create Estimate

(email)

View online report


Customer VIN:

Customer:



Service Advisor:

Notes:

Matt Diaz

Smith, John

No Loaner Car



Perillo RO#: 998

Tag Number: 0087


3434333

Contact Info: Cell Phone: 312-234-9883, Home Phone: 708-233-9034, Email: [email protected]

Customer Type: Prepaid Service




Slide E-1: Create Estimate (TAB 1)

-Ding Guard---36 mo (exp 5/11)

+Wheels-Detail Package----3 details (1 left)

Description

Prepaid Services for this Customer:

IELRO, Ding Guard, Scratch Guard, IPOL

Front Bumper, Drivers Door Service Price

+ Add another service

Save

Service Parts General Close Out

-Scratch Guard----4 panels (2 left)

Mileage In / Out

Tag #: n/a Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black

Jcos RO#: 87 Perillo RO#: 198 Customer Vin: 34323443 Mileage In/Out: License Plate:

Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date:Mo Day Yr Time

Priority: Insurance Claim Customer UrgencyRepeat Job No Loaner Car


-Detail Package----3 details (exp 5/11, 1 left)

Prepaid Services for this Customer: -Scratch Guard----4 panels (exp 5/11, 2 left)

Service Location Payment Source Labor Price

Paint Moldings and whatever Drivers Door, Front Bumper IELRO $595

Parts Availability Estimated Arrival Date Parts Price

#432: Sensor Clip On Order – Priority Shipping Tues, April 23, 2009 $353

Edit

EditOrder



Save

Part #: Description Retail Price

Would you like to request the Perillo Parts dept to confirm the Price, Availability, and Est Arrival Date for this part? Yes

Check North Branch inventory+ Add another Part

Availability Est Arrival Date (if not in stock)

Service Parts General


Close Out






Mileage In / Out



Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PMMo Day Yr Time






#432: Sensor Clip Estimate Request Sent Estimate Request Sent $353

Edit

EditOrder

NOTES



-Scratch Guard----4 panels (exp 5/11, 2 left)


Service Parts General

General Notes


Close Out






Mileage In / Out









#432: Sensor Clip At North Branch N/A $353

Edit

EditOrder








#432: Sensor Clip Not in Stock – notes here….. Regular Shipping – 2 days, $35 Priority Shipping – 1 day, $55

$353






Mileage In / Out






Transfer info to new RO

Service Parts General Close

Service Denied, reason: Estimate accepted

Follow-up required

Save Estimate


Edit

EditOrder




Create Follow-Up Note


Slide E-2: View List of pending Estimates

1 2 3 4 5 …. 45

Estimate #

Entered Service Advisor

Customer Contact Info

VIN Tag # or Appointment date?

Perillo RO#

Car Priority Qualifications


Notes Status

0097 Mon, April 7, 2009, 9:05 AM

Matt Diaz

Shah, Preeti

Phone: 201-892-6094

90934

Tue, April 8, 2009

343 BMW, X5, 2002, Black

No Loaner Car

Friday, April 12, 2009

He needs it for the weekend! Wants a detail.

Pending

N/A Closed – Follow-Up #534

Reason for denial

Service Denied

#5463 Closed – RO #234

Service Accepted

Service AcceptedPending Service Denied All


Slide E-3: View Estimate






Mileage In / Out



Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PM

Priority: Insurance Claim


-Detail Package----3 details (1 left)


Edit




#432: Sensor Clip On Order – Priority Shipping 2 days – Tues, April 23, 2009 $353

Create Customer Tab for their Estimate preview


Slide FU-1: Create Follow-up (TAB 1)

Reference:

Customer not yet reached:

Left voicemail Left live message with ____________________

Follow-up Date

Time??

Notes

Mo Day Yr

Customer reached:

Follow-up while in Service Follow-up after Service

General Follow-up

Pre-write-up

Pre-write, Estimate, RO, other (with other, put a free text box for number?34324: Shah, Preeti

Alert PreferencesFollow-up Details

Add field for general recipient not already in system like customer or saleem


Alert PreferencesFollow-up Details

Slide FU-1: Create Follow-up (TAB 2)

J. Diaz

Alert: Follow-up required for the following customer:

Send to:

By:

Start Alert at: Alert creation After:

Continue Sending: Every

Between the Hrs of: to

[email protected]

2 Hrs

+ Add another

2 Hr

8:00 AM 8:00 PM

(Email) Alert: Follow-up required for the following customer:

Reference# Customer # Status Date entered

Follow-up Date

Notes Contact Info:

Pre-Write #0097: Shah, Preeti

9023 Customer not yet reached: Left live message with husband, Vimal Shah

April 10, 2009

Monday, Aug 10, 2009

Call cell phone first

Cell Phone:Mobile Phone:Email:

Slide FU-2: Email Alert for Follow-up

View online report

(Text) Alert: Follow-up required for the following customer:

Slide FU-2: Email Alert for Follow-up



Reference# Customer # JCOS Advisor

Status Date entered Follow-up Date

Notes Contact Info:


9023 Earl Customer not yet reached: Left live message with husband, Vimal Shah

April 10, 2009 Monday, Aug 10, 2009

Call cell phone first

Cell Phone:Mobile Phone:Email:

Jay Closed

Slide FU-3: View List of pending Follow-ups


Slide FU-4: View Follow-up

Reference:

Status:

Entered:

Follow-up Date:

Time:

Notes:.

Edit


Customer not yet reached: Left message with Vimal Shah, husband

Tues, April 4, 2009

Mon, Aug 4, 2009

none specified?

Seems likely to get service, try to push.

(Email) Alert: The following parts need an estimate:

Slide P-1: Parts Estimate Alert

View online report


Customer VIN:

Customer:


Service Advisor: Matt Diaz

Smith, John


Perillo RO#: 998

Tag Number: 0087


3434333


Part: #353, Sensor Clip

(Text) Alert: The following parts need an estimate:

Jcos RO#: 2343

#43: Sensor Clip

Slide P-1: Parts Estimate Alert


Slide P-2: Parts Estimate form


Customer VIN:

Customer:



Smith, John


Perillo RO#: 998

Tag Number: 0087


3434333



Availability: In Stock, Not in Stock

Shipping Time and Price: Regular Shipping Days Regular Shipping Price Priority Shipping Days Priority Shipping Price

Price:

Notes:

(Email) Alert: The following parts need to be ordered for:

Slide P-3: Order Parts Alert

Jcos RO#

Entered Requestor Perillo RO#

PO # Customer Car Parts Amount Availability Est Due Date of Part


0097 Monday, April 7, 2009, 9:05 AM

Matt Diaz 343 Shah, Preeti

BMW, X5, 2000, Black

#43: Sensor Clip

#53: Wheel

$544.00

$200.00

Needs to be ordered

Needs to be ordered

In Stock

Regular Shipping – 2 daysPriority Shipping – 1 day

Fri, April 30, 2009

View online report

(Text) Alert: The following parts need to be ordered for:

Slide P-3: Order Parts Alert

Jcos RO#: 2343

#43: Sensor Clip#53: Wheel


Slide P-4: North Branch Inventory

Part # Description Make, Model, Year, Color Condition Price343 Sensor Clip BMW, X5, 2000, Black Excellent $545


Jcos RO#

Entered Jcos Advisor

Perillo RO#

PO # Customer

Car Parts Amount Status Est Due Date of Part


0097 Monday, April 7, 2009, 9:05 AM

Matt Diaz

343 Shah, Preeti


#43: Sensor Clip

#53: Wheel

$544.00

$200.00

Mon, April 23, 2009

Thurs, April 29, 2009

Fri, April 30, 2009

Closed, RO# 343

1 2 3 4 5 …. 45

Slide P-5: Parts Log

At North Branch

Ordered - Regular

Needs Estimate

Needs to be Ordere

Needs pickup


Slide P-6: Parts Estimate


Customer VIN:

Customer:



Smith, John


Perillo RO#: 998

Tag Number: 0087


3434333



Availability: Not in Stock

Shipping Time and Price: Regular Shipping Days: 2 days Regular Shipping Price: $35 Priority Shipping Days 1 day Priority Shipping Price: $55

Price: $2322

Notes:

(Email) Alert: The following Parts Estimate is ready:

View online report (go to E-3, tab 2?)

Slide P-7: Alert that Parts Estimate is ready


Customer VIN:

Customer:



Smith, John


Perillo RO#: 998

Tag Number: 0087


3434333



Availability: Not in Stock

Shipping Time and Price: Regular Shipping Days: 2 days Regular Shipping Price: $35 Priority Shipping Days 1 day Priority Shipping Price: $55

Price: $2322

Notes:

(Text) Alert: The following Parts Estimate is ready:

Parts Estimate#: 353Jcos RO#: 2343

#43: Sensor Clip

Slide P-7: Alert that Parts Estimate is ready


Slide P-8: New Parts Estimate and New Parts Order

Save

Part #: Description Recommended Price

Would you like to request the Perillo Parts dept to confirm the Price, Availability, and Est Arrival Date for this part? Yes

Check North Branch inventory+ Add another Part

Availability Est Arrival Date (if not in stock)


#432: Sensor Clip Request for Estimate Request for Estimate $333 Edit

Associated with: Pre-write-up

1) Pre-write, 2) Estimate, 3) RO, 4) Parts estimate, or 5) Other (with other, put a free text box for number? DO WE NEED THIS?

34324: Shah, Preeti

Order

Tejesh - If they associate with something, can we pre-populate fields on the bottom?

(Email) Alert: The following parts are ready for pickup:

Jcos RO#

Entered Requestor Perillo RO#

PO # Customer Car Parts Amount Status Target Delivery Date

0097 Monday, April 7, 2009, 9:05 AM

Matt Diaz 343 Shah, Preeti BMW, X5, 2000, Black

#43: Sensor Clip

#53: Wheel

$544.00

$200.00

In Stock

In Stock

Fri, April 30, 2009

View online report

Slide P-9: Alert for Parts Pickup

(Text) Alert: The following parts are ready for pickup:

Jcos RO#: 2343

#43: Sensor Clip#53: Wheel

Slide P-9: Alert for Parts Pickup


Slide RO-1: Create and View RO

North Branch ROJcos RO Customer

RO

TT #

Mileage In / Out

RatePayment

Ready

Options

Line Opp Code

NotesIs car going to Service first?

If Yes, estimated date of arrival at North Branch

Classification:

Date done at Perillo? Do we get this written on Pre-write?

Do we need Policy info here like we did for Estimates?

Edit | Print Preview

Tag #: 987 Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black


RO Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PMMo Day Yr Time


Create


City of Chicago License No. 66331MOTOR VEHICLE REPAIR WORK – Required under Chapter 4-228 Municipal Code, City of ChicagoYOU ARE ENTITLED TO A PRICE ESTIMATE FOR THE REPAIRS YOU HAVE AUTHORIZED. THE REPAIR PRICE MAY BE LESS THAN THE ESTIMATE, BUT WILL NOT EXCEED THE ESTIMATE BY MORE THAN 10% OR $15.00, WHICHEVER IS LESS, WITHOUT YOUR CONSENT.

YOU MAY WAIVE YOUR RIGHT TO A WRITTEN ESTIMATE AND REQUIRE THAT YOU BE NOTIFIED IF THE PRICE EXCEEDS AN AMOUNT YOU HAVE SPECIFIED.

You are entitled by law to the return of all parts replaced, except those which are too heavy or large, and those required to be sent back to the manufacturer or distributor because of warranty work or an exchange agreement. You are entitled to inspect the parts which cannot be returned to you.

I REQUEST THE RETURN OF PARTS REPLACED I DO NOT WANT REPLACED PARTS RETURNED TO ME

LIMITED POWER OF ATTORNEY The undersigned does hereby give and empower to PERILLO BMW, Inc. the power and right to endorse by signing my name to any payment or proceeds payable to my order and received by them from any insurance carrier and atributable to the repair of the vehicle stated on this repair order provided that such proceeds are used towards payments of monies due PERILLO Inc. and/or PERILLO BMW, Inc.

TERMS: STRICTLY CASH OR CREDIT CARDI hereby authorize the repair work hereinafter set forth to be done along with the necessary material and agree that you are not responsible for loss or damage to vehicle or articles left in vehicle in case of fire, theft or any other cause beyond your control or for any delays caused by unavailability of parts or delays in parts shipments by the supplier or transporter. I hereby grant you and/or your employees permission to operate the vehicle herein described on streets, highways, or elsewhere for the purpose of testing and/or inspection. An express mechanic’s lien is hereby acknowledged on above vehicle to secure the amount of repairs thereto. All repairs are warranted for a period of 90 days or 4000 miles, whichever occurs first.

Submit and create PO Save Draft

Edit | Print PreviewNorth Branch ROJcos RO Customer

ROCreate



Paint Moldings Drivers Door, Front Bumper IELRO $595


#432: Sensor Clip On Order – Priority Shipping 2 days – Tues, April 23, 2009 $353

Edit

EditOrder


Print PreviewNorth Branch ROJcos RO Customer

ROCreate



North Branch ROJcos RO Customer

ROEdit | Print Preview



Slide RO-2: View all ROs

JCOs RO#

Perillo RO #

Customer

Car Service Service Advisor

Date Entered


Sales Amount

Status

0097

34345 Shah, Preeti


Bumper Paint

Izzy Something

Wednesday, April 12, 2009


$1095 At North Branch

wheels Tuesday, April 19, 2009


$543 received on April 23, 2009

1 2 3 4 5 …. 45

Submit for Customer Payment

Record Customer Payment

Hover-over: link to payment difference explanation and check #

RecordPerillo

Payment

Show same page to cashier but only those for “record customer payment”, and same for Perillo Accounting that say “Record Perillo Payment” but take out status column


Slide RO-3: RO Route Sheet

Jcos RO#

Customer Car Service Parts Priority

Log Status

RO Creation


Estimated Completion Date

North Branch Notes

0097 Shah, Preeti


Bumper Paint

Bumper – At North BranchWheel – Ordered

Loaner Car

At North Branch



Thursday, April 20, 2009

Waiting for Part

0097 Shah, Preeti


Bumper Paint


At North Branch



0097 Shah, Preeti


Bumper Paint


At North Branch



Total Ros due on Tuesday, April 19, 2009: 100097 Shah,

PreetiBMW, X5, 2000, Black

Bumper Paint


Loaner Car

At North Branch


Warning! Total ROs due on Wednesday, April 20, 2009: 20

1 2 3 4 5 …. 45

Slide RO-4: Pat notified of upcoming PO / RO

(Email and Text) Alert! Please check the Route Sheet for an update on 10 new jobs.



View online report


Slide RO-5: Cashier ROs

JCOs RO#

Perillo RO #

Customer Car Service Service Advisor Date Entered Sales Amount Status

0097 34345 Shah, Preeti BMW, X5, 2000, Black

Bumper Paint Izzy Something Wednesday, April 12, 2009

$1095

1 2 3 4 5 …. 45




Do we need this? Or just use normal RO list

Perillo Cashier: Please fill in the following information to record your payment:

Check Number / Credit Card Authorization *

Payment Amount*

The Payment Amount you are posting is different from the Sales Amount of ________. Pleaseexplain the reason:

Slide RO-5: Popup

Tejesh – if payment is different than sales amount, pop this up.


A message has been sent to the Parts Department for them to create a PO.

Slide PO-1: Thank you page after RO is created and note about PO

Alert! A new PO needs to be created using the following information:

Slide PO-1: PO started and sent to Parts for completion and approval


Customer:

Requestor: Matt Diaz

Smith, John

Perillo RO#: 998

PO#: 0087

JCos RO#: 767





Dings All Prepaid Services $0

Visit online report


Slide PO-2: List of Pending Purchase Orders

PO # or Invoice #

Entered Requestor JCOS RO# Perillo RO#

Customer Amount Status

0097 Mon, April 7, 2009, 9:05 AM

Matt Diaz 343 5757 Shah, Preeti $544.00

0099 Mon, April 7, 2009, 9:05 AM

Juan Diego 565 10343 Abram, John $544.00 Approved, Mon, April 23, 2009

Approve

1 2 3 4 5 …. 45


Slide PO-3: View Invoice


Requestor: Matt Diaz

Smith, John

Perillo RO#: 998

PO#: 0087

JCos RO#: 767

Customer:



Dings All Prepaid Services $0

Print out paper copy on printer

INFO

INFO

INFO

Slide LOG: Service Log

Step Reference Date / Time Who Notes

Appointment made PW #23 N/A

Pre-Write logged PW #23 Monday, April 7, 2009, 9:05 AMMonday, 9:10 AM

Meg ScottJ Diaz

Please call client ASAP, they are in a hurry.

Customer was called and approved the estimate

Tuesday, April 8, 2009, 3:00 PM J. Diaz

Car has arrived at Perillo Monday, April 7, 2009, 9:05 AM

RO created RO #933 Tuesday, April 8, 2009, 5:00 PM J. Diaz

PO created PO #029

PO approved Wednesday, April 9, 2009, 9:00 AM Chris

Customer has been notified that Service is done and the car is going to North Branch

Car has arrived at North Branch

Est Completion date at north branch


Car has returned back to North Branch

RO has been closed out

Customer has been called to pick-up

Customer has picked up and paid invoice

Invoice has been sent to Perillo Accounting

Perillo Accounting has sent payment

Alerts LogService Log

1) Confirm steps, 2) Confirm auto vs manual logging, 3) Confirm alerts and make sure they are in the process flowchart

3434343333View Service Log for ID#:

24 HOURS FOR CAR TO BE SENT TO NORTH BRANCH FOR PERILLO


Slide LOG: Alerts Log Should we allow the SA access to this page, or limit the editing capability to their part?

Alerts LogService Log

Alert Receiver Date/Time Created Response Date/Time

Alert 1: A new pre-write has been created. J Diaz Monday, April 7, 2009, 9:05 AM n/a

Alert 1: A new pre-write has been created. J Diaz Monday, April 7, 2009, 3:00 PM Monday, April 7, 2009, 4:00 PM

3434343333View Alert Log for ID#:

Slide A-1: Alert regarding nonpayment of JCos work from Perillo Accounting

Alert! Payments have not been logged for the following ROs:

View online report

(email)

JCOs RO#

Perillo RO #

Customer Car Service Service Advisor

Date Entered Target Delivery Date

Sales Amount Status

0097 34345 Shah, Preeti


Bumper Paint

Izzy Something



$1095



RecordPerillo

Payment

RecordPerillo

Payment

RecordPerillo

Payment

RecordPerillo

Payment

Slide A-2: Alert regarding submission of RO sales for payment from Cashier

Alert! The following Jcos RO has been submitted for Customer payment.




View online report

(email)

JCOs RO#

Perillo RO #


Date Entered Target Delivery Date

Sales Amount Status



Bumper Paint

Izzy Something



$1095Record

Customer Payment

Alert! The following car is ready to be dropped off at North Branch:

Parts:Bumper – Arrived at PerilloWheel – On order, estimated arrival on Tuesday, April 3, 2009Handle – Arrived at North Branch

Slide A-3: Alert that car needs to be sent to North Branch


Customer VIN:

Customer:

Promised Delivery Date:


Requestor:

Notes:

Matt Diaz

3434333

Smith, John

No Loaner Car



Perillo RO#: 998

Jcos RO#: 0087

Slide A-4: Alert that due date and promise date are different

Alert: The following car is promised to the customer on _____ but may be ready on _____. (only notify if after??? Or before too??)



Slide A-7: Alert that car is promised to client in 24 hours

Alert: The following car is promised to the customer for tomorrow, (do we need this?)



Slide A-8: Alert that car is supposed to be picked up today

Alert! The following car is supposed to be picked up today but has not yet been marked as completed.



Slide A-9: Alert that car is ready to be picked up

Alert: The following car is ready to be picked up. The promise date is ______.



Slide A-10: Alert that customer call not yet logged

Alert: The following customer has not been called to pick up their car. The promise date is ______.



Slide A-11: Alert that RO/PO not yet sent to Perillo Accounting

Alert: The following RO/PO has not yet been approved for sending to Perillo Accounting. The promise date is ______.



Slide A-12: Alert that customer has not yet picked up

Alert: The following customer has not yet picked up their car:



Slide A-13: Alert that customer payment is done or different

Alert: The following customer has picked up and paid for their car. Payment info is as follows:

RO/PO Amount: $3432.00Amount Charged: $3432.00

Difference: $0




Slide CH-1: Add Customer or New Vehicle?

VIN:Vehicle ID:

Year:Model Abbr:Make Abbr:

Unit No:License No:Sticker No:

Key:Block Reminders:

Mileage:Vehicle Type:

Stock No:Service Advisor:

Selling Dealer:Vehicle Sales Follow-Up:

Salesperson:F&I Sales Manager:

Engine No:Transmission No:

Transmission Type:Axle No:

Air Conditioning:Color:

Production Date:Special Schedule:

Extended Warranty Info:Optional Fields:

Associate with existing customer: Or add new customer:

Lender

Insurance?


Slide CH-2: Customer History

PoliciesBasics Service History Customer History Print Preview

+ add another Address Do we allow editing here or in ADP only? What about non-Perillo customers?

VIN 1:

Notes:

Customer #:

Customer Name:

Contact Info:

City

Address 1 Address 2

State Zip Code

Type: Home/Office/Mobile/Fax Number

+ add another Phone

Email

+ add another Email

+ add another VINLast First

Can search fr customer by: Name, VIN, Stock #, Phone # or Email, from Perillo RO or PO or JCOS RO


PoliciesBasics Service History Customer History Print Preview

Policy Type Length Start End Dates Used

Ding Guard 36 months 5/2009 5/2012 4/20108/2011

Detail Package 3 details n/a n/a 7/20098/2010

Scratch Guard Dates used + how many left

EDIT??



PoliciesBasics Service History Print Preview

Payment Location Service Labor PriceIELRO Drivers Door, Front Bumper Paint Moldings $595

Part#: Description Part Price#432: Sensor Clip $532Service Advisor? Close and Open

date? Perillo PO? Perillo Work?

Date Entered: 5/01/2009 Date Closed: 5/15/2009 Service Advisor: Bianca JCOS RO#: 234

EDIT??


Have notes field for cases like Wheels were specify 20

Payment Location Service Labor PriceIELRO Drivers Door, Front Bumper Paint Moldings $595

Part#: Description Part Price#432: Sensor Clip $532Service Advisor? Close and Open

date? Perillo PO? Perillo Work?

Date Entered: 5/01/2009 Date Closed: 5/15/2009 Service Advisor: Bianca JCOS RO#: 234

EDIT??

Have notes field for cases like Wheels were specify 20


Slide Admin-A: Alerts creation timing

Alert When to first send out (Alert creation)

A new pre-write has been created. immediately


Slide Admin-A: Alerts configuration

Email

Alert PreferencesAlert Recipients

J. Diaz

Communication Mode:

Info:

+ Add another

Select Recipient: J. Diaz Add new Recipient

Tejesh: Should we stop the alerts at 8 PM and restart at 8 AM?


Slide Admin-A: Alerts configuration

J. Diaz

Alert PreferencesAlert Recipients

Alert 1: A new pre-write has been created.

Send to:

By:

Start Alert at: Alert creation After:

Continue Sending: Every

Between the Hrs of: to

[email protected]

2 Hrs

+ Add another

Select Alert: Alert 1: A new pre-write has been created.

2 Hr

8:00 AM 8:00 PM

All Alert Recipients for 1 Alert


Slide Admin-User: Add new user to the system

Users Name:

Security Level: Admin, North Branch, Jcos, Parts, SA

Last Name First Name Title


Slid Admin-DDB: Drop-Down Box Editing

F&I Manager

Salesperson

Make, Model, Year, Color

Payment Account (IELRO, Ding, etc.)

Location (Front Bumper, Drivers Side Door, etc.)

Parts & Description & Price

North Branch Inventory List (Part # and Description + Make, Model, Year, Color)

Alerts Text editing? (probably not)


Slide Admin-Reports: Business Intelligence Reports

Sales of Prepaid services by:- Salesperson-F&I Manager- Type (Ding vs Scratch)- Day/Week/Month/Year

Cost (use) of Prepaid policies by:-Customers- Type (Ding vs Scratch)

Sales of Jcos work by:- Account type (IELRO / IPOL / IBU)- Type of Work (Wheels, Parts)- Type of Car- Customer- Service Advisor??- Day/Week/Month/Year- Part (and cost price for part, so show margins)

Cost (operations) reports:- Average # of days to turnaround Jcos work from:

-Date at Perillo to Date of Customer Pick-Up-Date arrives at North Branch to Date leaves North Branch

- Average # of days the Completion Date exceeded the Target Delivery Date

Track all cars coming in with a JCOS estimate, even if they didn’t ask for it, and track how many each person wrote up, how many customers agreed, if a coupoin for $25 off sent a few months later worked, etc.

JCOS & PREETI1) Search2) Business Intelligence Reports3) Security Levels4) Alerts –finish wording and text versions5) Data for Year, Make, Model, Jobs, etc.6) Menu at top7) Admin section8) Archiving 9) Validation & Required10) Language and intro lines11) Editing and Preview functionality12) Refund capabilities (RO, Cust History, Est, Pre-Write up, PPS?)13) Wheels, IELRO, etc. (diff slides to be added?) and Add New non-Perillo Customer, etc.14) How does Log get updated? (automatically and how do we prompt for manual logging?)15) Versioning – do we save each time someone changes something?16) Customer Notifications17) Weighted average point system for Matt Appointments and Pat Route Sheet

TECH TEAM1) Blackberry & Toughbook touch screen2) Excel type functionality online3) ADP scraping4) Customer voicemail attachment5) Do we allow buttons in alerts or only link to online report? 6) Can we text from internet system (what is max text length?). 7) Can we print to somewhere from Internet? 8) Can we auto make RO, PO, Pre-write up Printable w headers?

Additional To-Do List and Upgrades

Questions

Norma Can a payment received for a Prepaid Policy Sale be different from the original Sale amount in system? Also do we need to log in when it was received? (Slide PPP-3)

Would there ever be a change in ADP to the deal (customer wants refund) after many days or immediately? Should discrepencies be automatically overwritten in Jcos system? Do we want a note? (see PPP-6)

Jay Which functions on ADP does he use? Refund and delete for Ros also, or just Prepaid services?

Jay Which customer history to use – slide 5 or 22?

ADP Look at screen for Customer Deals and History for scraping purposes.

Perillo Accounting

Slide PPP-5

Earl Matt and early appointment – can we just have him log in the order like a Service Advisor? Also the alert for excessive work (via points or # of cars) should be sent to Matt or SA and Earl. But can’t do at beginning, because promise date not there, should we put it in? Should we put Priority and customer promise date in PO start?

Pos For Saleem and Affiliates, can we email them the PO that Jay/Earl creates and have them log in and approve electronically?

Jay/Earl If we need to edit the Customer History, go to ADP?

Jay/Earl Data for: Make/Model/Year/Color, Parts to be ordered, Recommended Prices, Types of work, Requestors

Jay/Earl Slide with RO Pending Orders: do we want to put Pat’s estimated date there in case its different than the Promised Date?

Do we send out a warning if part not yet arrived at North Branch 72 hours before promise date? Then at 48, then 24 hrs?

How do they close out RO? Just press “Send to Accounting” on pending RO page? Or on Log page?

Norma? Slide PPP-1: Check ADP to see deal page and check if salesperson is entered so we can have business intelligence show which salespeople influenced the most policy changes. Also on PPP-1, is stock # the same as deal #?

Paul Customer History, VINs, Deals, Ros, Invoicing? Parts and Price

Perillo Accounting Questions

• Do they want text alerts for payments that are being submitted, or email only?


Preeti-Notes-Search Page

Submit

Salesperson VIN Stock #PolicyPayments

Variables Report

Salesperson

Policy

Search Date: __ __ __ to __ __ __Or Last 7 days Last 30 days Today

POLICIES: Bumpter - Excessive damage - yes replace bumper (parts number and price), cause or nature of excessive damage, and how much $, replace Parts – yes (list of parts, bumper, molding sensor, bracket, pop out parts # and prices), If no, just move on and repair whatever is there

Ding Guard POLICIES: Excessive damage –yes or no, puts no, how many panels, approx 2 to 3 panels (don’t want to put which panels), approx because eyeballing, when eyeballing, looking for dents, scratches, bodywork. If not excessive, can easily glance over it instead of putting a light to it, ding guy at north branch puts light to it once car is clean to look for dings, Jay just looking to charge the customer, buy North branch guy doing this to actually fix it….if yes, hail damage, not covered so if yes, insurance estimate provided (yes, how much….no…alert to provide estimate )drop down : company, claim #, estimate amountet

Preeti-Notes

Earl - Have to hve in for service first, no more than 25 average cars per week – policy cars, Scratch guard – 3 pnts, other 4 – 1 pnt, 25 points total, connected to service job x, Matt or Amy – service appointments, Geico jobs too, Email sent to customers of certain progress insuraner job – cvlaim # and phone #, Matt needs to get email or phone when scheduling the appntment


F&I Manager*

Stock # *^

Customer Name^

Prepaid Service

Sales Amount

Payment Rcvd

Notes (find out if notes field in ADP)

Edit F&I Manager (add new, delete, etc.)

Bumper Guard

Ding Guard

Scratch Guard

Detail Package

EDITING - Slide PPP-1: Perillo Prepaid Service write-up (EDIT PAGE)

Preeti’s Self Notes:Policies are never transferable to another person, happens 1 in 500 people, but could happen. Do we need to do something about this?

Wheel Guard

3 details6 details

Tejesh – For Policy, lets have upto 10 subcategories allowed, and each one dynamically pops up for radio-button selectIon when the main category is selected

Subcategory 1

36 mo48 mo60 mo

EDIT

36 mo48 mo60 mo

36 mo48 mo60 mo

36 mo48 mo60 mo

Is stock # the same as deal #?

Tejesh – also allow “Lifetime” choice here for past sales (but we won’t show here)

Prepaid Services or Service?

Sales of Prepaid Services? Or Prepaid Service sales?

Should we do a printable version with Terms of Use? Or do that in version 2?

Lending institution here?

$499.00

Tejesh – prepopulate these fields with numbers I give you based on selections, but allow overriding.

Tejesh – allow editing of this page at any time for admin person, later we will restrict fields.

Last Name* First Name

$499.00


You are editing this page after the Sales Amount has been submitted to Perillo Accounting for payment. Please explain the reason for editing this information (i.e. refunds):

Slide PPP: Popup for Record Payment

Tejesh – can we have this popup if the “Submit” button is clicked after the page has been submitted prviously and the payment also submitted?


Slide O-4: Estimate Calculator

Service Bumper Guard

Ding Guard

Scratch Guard

Detail Package

Wheel Guard

Other (Upsell, Geico, Wheels?)

Total Detail Package: 6 (or 3)

Service Period: 1/1/2008 – 1/1/2011 (36 months)

Total Remaining Detail Services: 4

Remaining Detail Services: 0

Override? Yes No

Reason:

Policies

PANELS? Earl




Ding Guard

Scratch Guard

Detail Package

Wheel Guard

Other (Upsell, Geico, Wheels?)

Wheels??



Service Bumper Guard Ding Guard Scratch Guard Detail Package Wheel Guard Other (Upsell, Geico, Wheels?)

Paintless Dent Repair

Corner Blend? NoYes

Estimate Amount

Damage Location

Estimate Amount

Damage Location

Repair and Repaint Blend Replace??

Part Number

Estimate Amount

Damage Location

Corner Blend? NoYes

Estimate Amount

Damage Location

Part Number

Damage Location

Part Price

Total (incl Tax)

Price charged to past 3 clients:??

Based on Damage, Corner Blend, Parts, and Labor?

Subtotal

Tax

Bumpers-Paint- Blend- Parts----Bumper----Molding---------1---------2---------3----PDC (Park distance control)----------Entire Harness-----------Specific Sensor------------------which one? Center? Corner?-------Sensor Clip? Which one?-cause or nature of excessive damage, and how much $, replace Parts – yes (list of parts, bumper, molding sensor, bracket, pop out parts # and prices),+Add another Part

Labor Price (per part? Or # of hours and hourly rate?)




Ding Guard

Scratch Guard

Detail Package

Wheel Guard

How many leftOther (Upsell, Geico, Wheels?)

Is the damage excessive? NoYes Estimate Amount

Estimate Amount

Damage Location




Ding Guard

Scratch Guard

Detail Package

Wheel Guard

How many leftOther (Upsell, Geico, Wheels?)

Is the damage excessive? NoYes

Large Ding / Dent (Paintless Dent Repair)

Body Work / Paint

Hail Damage? NoYes

Estimate Amount

Damage Location

Estimate Amount

Damage Location

Covered under PPS?No – Insurance Coverage? – No…estimate amountYes – estimate amount, claim #, other info?


Slide : Perillo Accounting requesting payment of ROs

JCOs RO#

Perillo RO #


Date Entered Payment Date? Sales Amount



Bumper Paint

Izzy Something



$1095


Tuesday, April 19, 2009What is this??


Preeti To-Do:

• Check for 160 char on Texts• Check that all pages have pagination• Check for “View online report” on Email Alerts• Fix last few Alerts

jco ( jcos online) menu

Documents