Automated Meter Reading Requests

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Automated Meter Reading Requests

• Saving Time and Money with e-automate!
• March 14, 2006

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Meter Read Methods

• Historical Collection Techniques

• Print Dial
• Send a Tech
• Send a Sales Rep
• Guess (and Restate?)
• Just Skip an Invoice

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Automated Methods

• E-Agent is the Answer!
• Fax
• WinFax or MS Fax Console
• Email
• Integrates to Email System
• Phone
• Becomes method of last resort

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Understanding E-Agent

• Things to know before set up
• Pulls Contact Fax from Equipment Screen
• Contact must be associated w/ Equip for Email
• Must check the Auto Meter Requests Box
• Operates independently of the Bill Queue
• Operates Independently of Service Contract Screen
  Contact Info

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E-Agent Set Up Its easy!

• Choose workstation for e-Agent install
• Determine Your Collection Schedule
• Set up Requests for Fax, Email, Print
• Content
• Filters
• Send Options
• Fax / Email Set Up Options

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E-Agent Meter Read Request Set Up
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Running E-Agent

• Automatically or manually initiates requests
• Selects based on Contract Bill Date
• Screens for a valid meter within tolerance
• You set the number of days in advance
• Reports via email to the operator
• Resends per your instructions

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Billing Meter Tolerance Issues

• Caution! Its Automated!
• Tools/Options/Contracts in e-automate
• Before/After Collection Date number of days
• vs e-Agent Meter Reading Task
• Request Meter Read X Days Before Due

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Lease With Maintenance/CPCs

• Even More Automation!
• e-automate Enables Upload of Billed Meters
  Participants GE Capital, US Bank, Great America
  Leasing
• Enables reporting back to you with invoice
  numbers!

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Tips for Successful Implementation

• Decide Who is Responsible and For What
• Is the dealership responsible for a reminder or
  for the actual collection? Whose job is it?
• Set a Deadline
• And know what happens next
• Keep Good Records
• Decide what time period to maintain logs

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Terry Chapman Business Electronics Corp
205-942-6007