Selling a Shield Membership
   Enrolling a customer into a NEW                      membership.

1.) Go to the Customer Page by clicking the name on the top

2.) Scroll to the bottom and verify if there is a payment method on file

3.) If there is no payment method on file, scroll up to the top and click “Add Payment Method”*Always choose “Credit Card”, “ACH” cannot be done over the phone by CSRs*

4.) Click Credit Card and enter the customer’s payment information into the next screen and save it*The business unit will ALWAYS be 10 HVAC Maintenance Residential**If this is the only payment method on file, check the “Primary Payment Method” box*

5.) Once the payment information has been saved, go back to the customer page

6.) At the top of the page, click “Sell Membership”

7.) Under the Business unit, it is ALWAYS going to be 10HVAC Maintenance Residential​

8.) Under the Membership Sales Task, click “CCMonthlyShield” or ”CCMonthlyShield Plat”

9.) Before clicking Create, verify with the customer that the address you see is correct

10.) Once verified, click the Create button, which will take you to the invoice screen

11.) Once on the invoice screen, you will verify the quantity *If they only have 1 system, the quantity is 1, 2 systems would be 2, etc*and the unit price *The unit price must be changed if the quantity is more than1 EX: Quantity is 4, so the price would need to be changed from $18.00 to $72.00* *Please remember the Platinum Shield Membership is $30.00*

12.) Once quantity and unit price are correct, scroll up and click on “Collect and Apply Payment” on the left

13.) Under the “Payment Type” box, you will choose the first option, which will be their Preferred Payment Method

14.) Verify the amount and the date are correct, scroll down and verify that there is only one invoice and that invoice is check marked

15.) Once everything has been verified, advise the customer that you are going to collect payment now and click “Save”​

16.) After clicking “Save”, a box will pop up on the right-hand corner of the screen, letting you know the payment was successful and the customer has been successfully enrolled into a Shield Membership

17.) You can email or mail the invoice to the customer if they need a copy of the benefits                      

***For debit/credit cards, membership payments will be taken out on the 10th of every month***                                    ***For ACH, payments will be taken out from the account on the 4th of every month***