Account Verification
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1PartsTech is ConnectedAt least one supplier account connected
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2Dejavoo is ConnectedPayment gateway active and processing
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3Technician Has Been AddedAt least one tech user in the system
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4Disclaimers Offered to MerchantCustom estimate/invoice disclaimers configured if requested
Software Training
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5Order from PartsTechMerchant can search parts and place an order
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6Enter ExpensesMerchant knows how to log expenses in the software
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7Create an EstimateWalk through building a full estimate with line items
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8Get an Estimate ApprovedSend for approval and demonstrate approval flow
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9Convert Estimate to ROConvert the approved estimate to a repair order
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10Process a PaymentComplete a payment through the Dejavoo terminal
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11Print a ReportGenerate and review a basic report
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12Schedule an AppointmentCreate a scheduled appointment from the calendar
Data & Final Steps
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13Discuss Customer Export & ImportAsk merchant about exporting customers from their old software and importing into Rate Remover
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14Review Support ResourcesShow the merchant where to find help: support number, chatbot, FAQ
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15Merchant Questions AnsweredConfirm all questions are addressed before ending the call