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‎06-19-2024 10:05 PM
Does anyone have a set spiel that they have their dispatchers use to offer to put a customers credit card on file?
Also to ask how the customer will be paying before the tech goes to site?
thanks!
Office Manager
Vision Overhead Doors Ltd.
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‎06-20-2024 10:06 AM
Hi Amber,
The company I work for requires customer to put a CC on file to hold the appointment slot. We advise the customer it will only be charged if there is still a balance after 30 days from invoice being sent. This also lends the conversation of how payment will be handled going forward should they decide to use a different payment method.
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‎06-20-2024 10:09 AM
We require a card on file and 50% down for all installs. We have wanted to move forward with having a card on file for all services. I 💓 Janelle's solution. I think this is great. I will be sharing this with my managers.
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‎06-20-2024 10:06 AM
Hi Amber,
The company I work for requires customer to put a CC on file to hold the appointment slot. We advise the customer it will only be charged if there is still a balance after 30 days from invoice being sent. This also lends the conversation of how payment will be handled going forward should they decide to use a different payment method.
