Frequently Asked Question
1 - SERVICE CHANNEL CLIENTS
Last Updated 8 months ago
- When a (Service Channel) client needs a vehicle serviced, the school will submit a request through their portal.
- The Regional Managers will receive this request and hit approve.
- The Regional Manager will email that request to their closest store as this request has the address, PO, description of services needed, and NTE (Not To Exceed).
- The store will then pick up the vehicle by Lyfting one of their staff to the school’s location for vehicle pick up.
- From time to time, the vehicle will need to be towed. Schedule a tow an put that amount on the estimate.
- Build your estimate in Shopboss.
- If your estimate is below the NTE amount, finish the repairs.
- If your estimate exceeds the NTE amount, email the estimate to fleet@driveautomotiveservices.com for approval.
- Once the approval hjas been given, finish the repairs.
- All Cadence Education accounts are Net30 set up internally. You can close the RO in Shopboss by making sure the mileage is correct, then hit the “Close RO” tab in the upper right hand corner of your screen.
- Deliver the vehicle back to the school and Lyft your driver back to your store.
- Ryan, fleet@driveautomotiveservices.com will take care of all invoicing to make sure your accounting team gets paid.
- To help our accounting team, look at your “Accounts Receivable” report weekly to make sure your Net30 accounts are paying you.
- To run this report, hit the AP/AR tab (lower / left hand corner) of your WIP.
- Hit the receivable tab.
- This will show all your Net30 account that still owes you money. If an account hits 35 days, look into where the check is from your client.