Invoicing
INVOICING GUIDE FOR FTS Pest Elimination
Invoicing During weeks 3 and 5, you will work with the trainee on the completion of invoices that will be part of the trainee’s geography after graduation. There are critical components to this process that must be followed to ensure credit for the invoices you complete during training goes to the correct district. Use this process to have the invoices transferred to your iPhone: 1. Send Intro Memo to DM 48 hours from confirmation sent by MFTM. 2. The DM will send you a list of the assigned invoices going to your SVSP number. Communicate with the DM for clarification of the accounts. 3. Watch for assigned invoices to be downloaded to your iPhone. 4. Download should be complete by Week 1, Day 1. If no invoices are present, contact the DM with a copy to your MFTM via email. 5. Once you have received the invoices, you should review the invoices for program content; e.g., SWAT touch up, Large Fly 12-month billing, etc. This information is found on the pricing screen.. Contact the customers to set up the services for week 3 and 5. NOTE: If you are working with the SVSP who is assigned the invoice, confirm the service date with the SVSP before calling the customer. 6. You will service each account according to the programs that are required for that invoice. Follow the details on the invoice for the proper programs to service. NOTE: Be sure to review all invoices for specific instructions as noted in Step #5. Some accounts may be under a small fly program that would require a touch-up on the given month which would potentially change your plans for that service. 7. You will have the ability to service the invoices as per your schedule with the trainee and the progress with that individual. However, you must complete the set of invoices no later than Wednesday night of week 3 and 5. Here is an example of how you could plan to work the invoices to ensure completion by Wednesday: Week 3
Sunday – 2 customers Monday – 2 customers Tuesday – 1 customer
Week 5 - Day
Monday – 4 customers Tuesday – 3 customers Wednesday – 3 customers
Week 5 – Night
Sunday – 4 customers Monday – 3 customers Tuesday – 3 customers
This will allow you the opportunity to reschedule if necessary in cases where the customer fails to prepare, key does not work, etc. The thought process should be to ramp down the number of accounts serviced as V110415
©2015 Ecolab USA Inc. All rights reserved. For internal use only.
INVOICING GUIDE FOR FTS Pest Elimination you progress through the week, providing a solid routing concept for the trainee to follow after training. This will also provide an opportunity to perform follow-up services for a customer if possible. Follow this process to complete an invoice on your iPhone: 1. Begin the service with your iPhone. 2. Verify you have started the correct account location. Also observe if there are any special instructions noted in the SVSP Instruction area.
3. Scroll through the details for any special instructions such as Exclusion repairs, S.W.A.T touch-ups, and review with trainee what the program entails; you can do this before or after starting the invoice.
4.
If the SVSP who owns the account is working alongside you, enter “100% commission and production to SVSP #” in the Additional Comments section on the Details page. If however, the SVSP is not able to work with you in the account, then you would dictate, “100% commission and production to District #” (the number will end in ‘70’) and thus the district will still receive credit for the account.
V110415
©2015 Ecolab USA Inc. All rights reserved. For internal use only.
INVOICING GUIDE FOR FTS Pest Elimination 5. Service the account according to service protocols with trainee. 6. Complete a service report with Customer Signature, pending availability, OR use Key Account if appropriate, OR Locked In if customer left before signing Invoice, OR Access Provided if cleaning crew or other representative provided access. 7. Print out Invoice and Remittance Copy; pay attention to the status of the words. There may be an exception with a Corporate Account where you can only print out the Invoice, and the Remittance will be grayed out or both may be grayed out. Observe the instructions page to note if the invoice is to be left behind in the Customer account. 8. Print out the Customer and SVSP copy and file in the appropriate folder. 9. Be sure to place all reports as applicable into the Service Folder and store in the Customer Service Logbook. 10. At the end of the week, send an email to the A/DM notifying that you have completed all invoices assigned for that week and make them aware of any issues or concerns that you did not have time to address.
V110415
©2015 Ecolab USA Inc. All rights reserved. For internal use only.
Invoicing During weeks 3 and 5, you will work with the trainee on the completion of invoices that will be part of the trainee’s geography after graduation. There are critical components to this process that must be followed to ensure credit for the invoices you complete during training goes to the correct district. Use this process to have the invoices transferred to your iPhone: 1. Send Intro Memo to DM 48 hours from confirmation sent by MFTM. 2. The DM will send you a list of the assigned invoices going to your SVSP number. Communicate with the DM for clarification of the accounts. 3. Watch for assigned invoices to be downloaded to your iPhone. 4. Download should be complete by Week 1, Day 1. If no invoices are present, contact the DM with a copy to your MFTM via email. 5. Once you have received the invoices, you should review the invoices for program content; e.g., SWAT touch up, Large Fly 12-month billing, etc. This information is found on the pricing screen.. Contact the customers to set up the services for week 3 and 5. NOTE: If you are working with the SVSP who is assigned the invoice, confirm the service date with the SVSP before calling the customer. 6. You will service each account according to the programs that are required for that invoice. Follow the details on the invoice for the proper programs to service. NOTE: Be sure to review all invoices for specific instructions as noted in Step #5. Some accounts may be under a small fly program that would require a touch-up on the given month which would potentially change your plans for that service. 7. You will have the ability to service the invoices as per your schedule with the trainee and the progress with that individual. However, you must complete the set of invoices no later than Wednesday night of week 3 and 5. Here is an example of how you could plan to work the invoices to ensure completion by Wednesday: Week 3
Sunday – 2 customers Monday – 2 customers Tuesday – 1 customer
Week 5 - Day
Monday – 4 customers Tuesday – 3 customers Wednesday – 3 customers
Week 5 – Night
Sunday – 4 customers Monday – 3 customers Tuesday – 3 customers
This will allow you the opportunity to reschedule if necessary in cases where the customer fails to prepare, key does not work, etc. The thought process should be to ramp down the number of accounts serviced as V110415
©2015 Ecolab USA Inc. All rights reserved. For internal use only.
INVOICING GUIDE FOR FTS Pest Elimination you progress through the week, providing a solid routing concept for the trainee to follow after training. This will also provide an opportunity to perform follow-up services for a customer if possible. Follow this process to complete an invoice on your iPhone: 1. Begin the service with your iPhone. 2. Verify you have started the correct account location. Also observe if there are any special instructions noted in the SVSP Instruction area.
3. Scroll through the details for any special instructions such as Exclusion repairs, S.W.A.T touch-ups, and review with trainee what the program entails; you can do this before or after starting the invoice.
4.
If the SVSP who owns the account is working alongside you, enter “100% commission and production to SVSP #” in the Additional Comments section on the Details page. If however, the SVSP is not able to work with you in the account, then you would dictate, “100% commission and production to District #” (the number will end in ‘70’) and thus the district will still receive credit for the account.
V110415
©2015 Ecolab USA Inc. All rights reserved. For internal use only.
INVOICING GUIDE FOR FTS Pest Elimination 5. Service the account according to service protocols with trainee. 6. Complete a service report with Customer Signature, pending availability, OR use Key Account if appropriate, OR Locked In if customer left before signing Invoice, OR Access Provided if cleaning crew or other representative provided access. 7. Print out Invoice and Remittance Copy; pay attention to the status of the words. There may be an exception with a Corporate Account where you can only print out the Invoice, and the Remittance will be grayed out or both may be grayed out. Observe the instructions page to note if the invoice is to be left behind in the Customer account. 8. Print out the Customer and SVSP copy and file in the appropriate folder. 9. Be sure to place all reports as applicable into the Service Folder and store in the Customer Service Logbook. 10. At the end of the week, send an email to the A/DM notifying that you have completed all invoices assigned for that week and make them aware of any issues or concerns that you did not have time to address.
V110415
©2015 Ecolab USA Inc. All rights reserved. For internal use only.
