1. My Account Sample Page
A sample of the My Account page that can be used to offer customer service online
2. Customer Signup Wizard
This online service signup wizard guides the user through their signup process. It presents options such as service day and pricing based on their service area. Then creates an account in RAMS including routing and charges, all without human intervention.
3. Signup New Customer Screen
After a new customer signs up they are provided access to their "My Account" page. This can display any RAMS information you want with easy configuration. All information is LIVE and you can control what the user can edit. Here they can change billing info and their Invoice delivery options.
4. Signup Email Receipt
Using the online web editor you can customize the service agreements and terms and conditions to look any way you want. You can assign these agreements to individual products OR product categories.
5. Cancel Services
This Cancel services plugin was built to work the way the way the clients business works. In this case it creates a work order in RAMS live and adds the users comments. The user sees this request on their "MY Account" page straight away
6. Invoice Delivery Options
Here we see the custom edit screen for allowing the user to change their billing options. This edit screen and option took 3 hours to build and plug into this site. You can control text, look and feel, field validation etc.
7. My Account Links
You can place links to specific plugins on your "My Account" page on any other page which open up that plugin directly
8. Data Import Mapping Page
On the Data Import page you can visually map the columns of your import file to the destination columns in RAMS. You can even save the mapping settings for future imports to save you time
9. Data Import Jobs Page
From the Jobs page you can monitor the progress of existing import jobs as well as view any errors that occurred during import
10. Recurring Payments Signup
Here you customers can signup for recurring payments in ONE page straight from their My Account page. The amount is pre populated to their last invoice amount