When you, our dealers, gain new clients, you count on us to monitor them. In order to recognize the difference between accounts that are Out of Service and active accounts, we’ve created a screenshot and boxed the out of service accounts for you.
But in order to do that, we need you to activate their accounts.
There are three ways for that to happen:
- You fax or email the new account information along with your dealer code to Data Entry.
- You or your office enters all the pertinent information for the new customer into stages and takes the account from Out of Service and places it In Service.
- The Out of Service account is placed on TEST, thereby activating the account to In Service.
As seen in the above graphic, this account is marked OOS or Out Of Service based on the information in the far right corner. In the left box, the customer information has been entered. All that is left to do is activate the account, and it’s a simple process.
The icon in the box that looks like signal strength on a cell phone? That’s the In Service button. In order to activate an account you simply click the icon then follow the prompts that pop up. And yes, you MUST re-type the account number. It is a fail-safe to ensure that you truly did mean to activate the account.
The easiest way? Place the inactive account on TEST or call our Central Station operators to put it on test.
In reverse, there are times when an account may need to be cancelled. Maybe it’s due to non-payment. Maybe it’s because the customer has terminated service. Either way, that process is equally as simple.
The icon surrounded by the red box has the initials OOS for Out Of Service. To turn an account off you just need to press that button, enter the account number, and the account is deactivated.
Hopefully, this uncomplicates things for you. Of course, if you have any questions, we’d love to hear them and we’ll do our best to support you.
Also, if you’re still learning STAGES, we urge you, if you haven’t already, please click HERE.