COD Process

Quick Reference Guide: COD Process

Purpose

To ensure accurate and efficient handling of Cash on Delivery (COD).

Workflow Overview

This process involves two roles:

    • Technician

    • Dispatcher

Step-by-Step Process

1. Technician Actions

• Complete Register entries and enter your repair notes.
• Refresh Work Order.
• Do NOT check out yet.
• Call the dispatcher for the final price.
• After the dispatcher completes their action steps, 'Refresh Work Order' again.
• Collect the COD.
• Add an Office note: Service paid by [method of payment].
• Optionally, capture a picture of the check. Do not take a picture of cash.
• Complete your checkout process.
• Optionally, email the signed checkout form to the customer.
• The dispatcher will email the customer the Final Invoice for their records.