Add Shop To Status Sheet
Fill out the required data fields and choose a status.
Data/Service History Import Request
A data/service history import is THE LAST step of the onboarding process. The customer should be trained, have an inventory feed (if IDMS/AMS), and be comfortable moving forward with Omnique. Before requesting the data you need to have a conversation with the customer. This conversation needs to be with a decision maker (Owner or GM preferably) because it will affect their day to day business moving forward.
Questions to ask:
Who is your current SMS provider?
What date would you like to go-live with Omnique?
There is a 5 year history limitation on the import.
Are they ok with the price? The price for a service history import for an IDMS customer is $1,100. The price for a standalone account is $999.
Who will be the point of contact to pull the data if The Back Office cannot pull it remotely?
What is their last invoice and RO number in their current SMS?
You will need to explain to the customer that once they pick a go-live date with Omnique, that we will be ordering the service history export the business day before. Someone with administrative access may need to be available for TheBackOffice on the chosen date/time. For example:
If Joe's Repair Shop is using Tekmetric but they are ready to go live with Omnique August 1st (Saturday) TheBackOffice would pull the data at closing time July 31st (Friday.)
Setting Expectations
The customer would need to be ready to stop using their old SMS the day the data is pulled. It is a one time pull and can not be re-done without charging an additional fee.
Once the data is pulled, it will take up to 7 business days for the conversion to be completed and uploaded to the Omnique account.
Waiting for a data/service history import will not affect the shop's ability to use Omnique. They should still have access to their old SMS to look up service history in the meantime.
There may be technical issues or a backlog with the data team that may extend the typical 7 day turn around time.
The shop will be invoiced, but does not have to pay until after the service history has been imported.
If The Back Office is unable to pull the data remotely, they need to provide a contact that TBO can reach to get into their old SMS provider. The person needs to be available at the day/time originally requested.
Create Agreement
The price for a service history import for an IDMS customer is $1,100. The price for a standalone account is $999. You will be creating an agreement the customer needs to sign BEFORE you place the order with The Back Office.
Go to Administration>Agreements and navigate to the Terms of Service agreement.
Go to the ... Actions menu and choose "Edit."
When the agreement opens, choose "Create New Version."
I would suggest copying and pasting the agreement from another account to make sure you have everything correctly. This example is PA Tire - Village Exxon (1147500). If you have any questions about this please contact the team lead or sales.
Once you have the agreement ready, save it. The next time the user logins into Omnique, they will be asked to "sign" the agreement. Support will receive an email confirmation when the agreement is signed.
Placing The Order
The order for a data conversion will need to be placed through TheBackOffice.
Password: dK9&mK^L
It is the same form for an Accounting Link order, but you will be choosing "Data Conversion Order" under Products and Services.
Enter the SMS the customer is converting from.
The "Conversion Pull Date" will be the date and time you set with the customer.
The "Conversion Deliver Date" will be the next business day. This does not guarantee the data will be delivered that day, it just lets TheBackOffice know that we need it ASAP.
Enter any notes, like if there are multiple points of contact or if the customer needs to speak with TheBackOffice prior to the data pull.
Submit the form.
Once this form is submitted, it will send an email to Erik DeBoer and support@omnique.com to confirm.
Submit the Upsell Sheet
In order to create the bill for the customer, you have to submit the Upsell sheet. The upsell sheet is located here.
Account name - Account name from Salesforce
Portco - Omni
Product name - For standalone (Data Transfer Full History) For IDMS (Data Transfer (DS))
Product SKU - For standalone (Omni-110) For IDMS (Omni-131)
Product SKU MRR Value - For standalone ($999.00) For IDMS ($1100)
Product changed date - Today so the bill is processed immediately
First bill/invoice date - Today
Enter notes that the service history import was ordered and enter your name.
Always send a copy to support@omnique.com
When the copy is received, forward it to Jennifer Harding and Ruth Wisniewski so they can mark it on the Rev Tracker.
Open a Ticket With the Data Team
Please see the team lead to open a HappyFox ticket for Richard. I am not sure if they want to share the login at this time. If you need an update from Richard on the service history import from Richard, please reach out to the team lead first and do not contact Richard directly.
Gather Examples from the Customer
Once the order is placed, you will need to contact the customer again for example tickets for Richard or data specialist to use to verify the data they received is correct. If the customer uses multiple payment methods and ticket types, please ask for an example invoice of each ticket type and payment type. The examples are crucial for the data team to verify there will be no issues when importing the data. The customer refusing to send example invoices will result in the delay of their service history import, because the data team refuses to import until they can compare the data.
Service History Imported
You will receive a notification via email from Erik and/or the data team that the data has been imported into Omnique.