🛠️ Job Aid: Tire Installation Appointment Process
Purpose:
To ensure a smooth and consistent process for verifying, installing, and invoicing tire appointments.
Step 1: Verify Tire Order Status
- Check your email for tire verification.
- Determine if:
- Tires need to be ordered.
- Isela has already ordered them.
- Confirm this by checking the confirmation email and HITS system.
Step 2: Contact the Customer
The work order will be created by a Isela or a team member from our ecommerce team. (you'll notice a work order with a different sales rep attached to it)
- First Call: Verify the appointment in autoflow with the customer.
- Second Call (if applicable): If tires were ordered, call again to confirm they have arrived in-store.
Step 3: Customer Arrival
- Greet the customer.
- Verify the prepaid amount for the tires (you'll find this in Advance Payments tab)
Step 4: Tire Installation
- Proceed with the installation of the tires.
Step 5: Final Payment
- After installation, collect the remaining payment using standard checkout:
- Acceptable methods: MasterCard, Visa, etc.
Step 6: Process Remaining Prepaid Amount
- On the Invoicing screen in HITS:
- Select AR Payment.
- Search for the Tire Connect account: 121023.
- Process the payment for the remaining prepaid amount.
Step 7: Final Steps
- Print the invoice.
- Return the keys to the customer.
- Perform exit interview and set up rotation