PRO Onboarding Information

What is your Company Name and Full Billing Address? *

Who is your billing/office contact for PRO to contact with questions about your account and billing issues?

What functionality are you wanting to move to PRO?

Do you have Multiple Divisions or Lines of Business you are planning on running through PRO?

If yes, check anything that may apply to you.

What address would you like in the Return Address Box on your invoices and quotations?

Which email would you like to use for your FROM address when sending invoices to customers?

What is the phone number you would like on invoices when sending to customers?

Do you have commissioned salespeople at your company?

If yes, check any that apply

If you take deposits for events or other services check any that may apply

What is your current accounting program?

If Quickbooks, check any that may apply

What billing types does your company use?

What billing cycle(s) does your company currently use?

What forms of payment does your company accept from your customers?

What do you want the system default payment term to be?

Would you like to turn on credit card autocharging? Don't worry you have control over this in the App.

Would you like customers that receive invoices via email automatically sent a copy of their invoice(s) when the invoice is validated?

Would you like customer to automatically receive a copy of their paid invoice after payment is registered?

Does your company charge a service fee for payments taken via credit card?

If Yes, what would you like the default service charge percentage to be?

Does your company charge any of the following?

Do you have a current Authorize.net Gateway Account or currently use Authorize.net?

If no, would you like a referral for an industry specific company that can set that up for you?

Does you company have a dispatcher?

What is your dispatcher's name, phone, and email?

Do you currently use software to manage and optimize your routes? If so, what are you using?

Would you like us to setup our fully customizable pretrip and postrip checklist module?

Would you like to use our system for tracking your inventory with QR Tags?

If yes, what type of tags do you want to use?

What extra permissions would you like drivers to have on their driver app?

Do your drivers work in remote service areas where there may not be cell service?

Would you like you Static (Recurring Service) Routes to Generate Automatically Each Day?

Do you offer Septic Services?

Do you offer Container or Trash Services?

Do you offer Restroom Trailers?

Do you offer Portable Fencing?

Would you like to track your trucks using our system?

Would you like someone at your company to be emailed your daily route sheets automatically each day?

Does your company have any experience and practices regarding software?

What device will the drivers use to access their App and Dashboard while they are working?

Are you interested in having the ability to text customers and your staff through PRO? (If yes, SMS charges may apply)

Are there any customizations you are wanting outside of what has been included in your quotation? If yes, please describe in detail and one of our Sales Staff will reach out to you with a quote.

Are you interested in any other services that PRO offers?

Is there anything that you would like us to know that we have not covered?

Are you interested in having one or more PRO Trainers Onsite during your go live?