internal forms and procedures
- NEW EMPLOYEE ORIENTATION
- CSR handbook
- Customer Service Guidelines
- PA software
- Job duties
- Performance and evaluation reports
- Suggestions on product listing or knowledge base revisions form
- Suggestions on product listing or knowledge base revisions (Responses)
- SUGGESTION BOX
- SCHEDULE OF SATURDAYS
- Schedule of work at office
- Troubleshooting tips
- List of products
- Album of 'what's in the box' for units
- Vehicles needed for development
- Estimated release date for pre-order units
- Availability, Compatibility or Feature Inquiry Form | Responses
- Requests for Spanish speaking customers | Responses
- Request to expedite shipment processing | Responses
- Requests for Alex or Kelly | Responses
ORDER RELATED FORMS (if customers have relevant requests, send them the links. The responses will go directly to sheets and get taken care directly, improving efficiency and avoiding negligence)
- TECH CALLS AND FOLLOW UPS REQUEST FORM
- Live tech support request form
- Questions for China
- ORDER REVISION OR CANCELLATION REQUEST FORM
- ORDER STATUS INQUIRY FORM
- Return, exchange, or warranty request form
- Report lost, damaged, missing, or wrong item
- DASH PHOTO SUBMISSION FORM
- Schedule local installation, pickup, or troubleshooting FORM
- Built-in CarPlay Android Auto Activation requests form
ORDER RELATED FORM RESPONSES
- TECH CALLS AND FOLLOW UPS SHEET (new)
- Live tech support sheet
- TECH CALLS AND FOLLOW UPS SHEET (new) archive
- TECH CALLS AND FOLLOW UPS SHEET (old)
- RETURN, EXCHANG, WARRANTY REQUESTS
- ORDER REVISION OR CANCELLATION REQUEST RESULTS
- Order revision or cancellation request (Responses) archive
- ORDER STATUS INQUIRY FORM RESULTS
- Order status inquiry (Responses) archive
- Report lost, damaged, or wrong item responses
- Local installation, pickup, or troubleshooting responses
- DASH PHOTO SUBMISSION RESPONSES
- Dash photo submission (archive)
- Built-in CarPlay Android Auto Activation results
OTHER FORMS
- Reviews
- Vehicle test schedule
- How to process wholesale orders
- Password of the unit
- Chargeback, and Disputes
- TRACKING NUMBERS
- Return processing (New system)
- Return processing (old system)
- Unit inspection and testing
- Return requests from old system
- GOOD BBB OR GOOGLE REVIEWS BONUS FORM
- GOOD BBB OR GOOGLE REVIEWS SHEET
- SCHEDULE OF INSTALLATION / TROUBLESHOOTING / PICKUP
- RETURNED ITEMS(old)
- US INVENTORY
- CHINA INVENTORY
- Vehicle info and dash pic submissions
Procedures
Frequently used docs
- Look up order number
- Album of 'what's in the box' for units
- ticket record（pic of dash）
- SHARED DROPBOX FILES