COMPONENTS

INSTRUCTIONAL GUIDE/DEMO LINK

Start of Day

• Transferring Stock to Vehicle

• Van Stock management Demo

COMPONENTS

INSTRUCTIONAL GUIDE LINK

Before Job Commencement

• Trigger SMS notification to the client that they are on the way

• Access codes and job notes

During Job

• Start Job

• Preview previous job completed notes

• Update client details

• Pool information update

• Add or Update equipment

• Take before photos

• Water test

• Add products/materials used to be on-charged

• Split charges between the different contacts

• Complete the task list

• Add job notes

• After photos

After Job Completion

• Reschedule the job, If they can't get on site

• Complete job for Office to review

• Preview and send invoice & job sheet

• Add notes/task to future jobs

• Take payment for service in field

• Schedule a follow-up job, if need to return to the site

• App walkthrough video

• Mobile app job list

• Mobile app creating a new job

• Mobile app linking spin device for water test

• Mobile app Calendar

• Mobile app reschedule a job

COMPONENTS

INSTRUCTIONAL GUIDE LINK

• Quote for product or service, repair etc

• Preview and send quote

• Save quote to office to review

Business process

Reasoning

Credit card authorisation handling and storage

Upon obtaining the signed authorization form, it is imperative to promptly input the credit card details into Vital's secure system for processing. Subsequently, the bottom section of the credit card authorization form, containing sensitive information, should be securely shredded to prevent unauthorised access. Meanwhile, the sanitized authorization form must be uploaded to the client's record in Vital for future reference.

Once a signed credit card authorization form is obtained, it's imperative to handle and store the credit card details securely and in compliance with data protection regulations. The authorized credit card details must be entered into Vital's secure system for processing payments. Subsequently, the bottom portion of the credit card authorization form, containing sensitive information such as the card number, should be securely shredded to prevent unauthorised access or misuse.

Furthermore, the credit card authorization form itself, stripped of sensitive details, should be uploaded to the client record in Vital for reference and verification purposes. It's crucial to ensure that credit card details are not stored in any unsecure or unauthorised areas where they could be accessed by unauthorised personnel. This includes both physical storage locations and digital systems.

By adhering to these strict protocols for handling and storing credit card authorizations, businesses can safeguard sensitive financial information, protect customer privacy, and maintain compliance with regulatory standards. This ensures the integrity and security of payment transactions, instilling confidence in customers and mitigating the risk of data breaches or fraudulent activities.

Regular Service Scheduling

Client signs and retains Regular Service Agreement

Securing a signed agreement on service terms ensures mutual understanding and accountability between the business and the client. By formalising the arrangement, it reduces the likelihood of miscommunication, disputes, and unmet expectations. Additionally, having a signed contract provides legal protection for both parties in case of any issues or disagreements. This practice not only fosters trust and confidence but also upholds the professional integrity of Poolwerx as the service provider.