Survey | PRO Software Solutions

On login screen with the reset password link

Call someone at PRO to ask them to do it

Settings > Manage access rights > employee name > send link or reset password for them

You cannot reset a password. You have to get a new account created for the person.

Contacts

Sales/Order Entry

Accounting

Driver Dashboard

Billing Address

Phone Number

Contact Person

Email Address for Invoices and Info about their Order

The Billing Address for the Customer

The location of where the portable toilet for that order will be delivered/serviced

Where the driver will return the toilet once done

Gate Codes

Contact Person for the Jobsite/Unit Location

Directions specific for that delivery

If the owner of the company is a real pain

Select order lines tab --> Add the products/charge codes you want on that order/quote

Call PRO and tell them you need help

There is no way for you to have a pre-made template you can use for common orders

Get mad at Vernon for not making this an option

Click the CONFIRM Button

Send Customer Email and Request Payment

Send Customer Email and Request Signature

Click Action --> Print

Sales Order

Invoice

Credit Note

Nothing happens after you confirm an order

Internal Messages connected to an order to keep everyone notified of what is going on with that order

Something that is really annoying and I don't understand

Where my coworkers chat with me about their day

You can't account for a payment in PRO

Click Register Payment --> Select Journal to Apply Payment --> Check Information --> Save

Module 1 Quiz

What two ways can you reset a password? (select 2 answers)

What button do you click to start an initial order?

Choose the three key pieces of information you must include for each customer.

True of False. Can a company have multiple unit locations? (You may refer to these as jobsites)

What is a Unit Location in PRO?

What can go into the driver notes? (select all that apply)

If there isn't an already made quotation template what should you do?

What are the ways an order/quote can be confirmed? (Select ALL that Apply)

Once you confirm a quotation what does it become?

What is the chatter?

True of False. You can send an email to your customer from "the chatter"

If a customer sends in a check how do you account for the payment?

True of False. If a customer sends in a check payment PRO allows to pay multiple invoices at one time.

Please enter in your Name, Company, and Email to complete the Quiz *