Smart Features

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inVue for SmartConnect uses standard SmartConnect Modules:

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  • Customer Look-up
  • Delivery Ticket
  • Service Order
  • Plan Price SLPP
  • Payment & Credit Card Entry
  • Create Log Entries
  • Delivery Maintenance/Tank Monitor
  • Customer Add & Modify

Customer Look-up with inVue for SmartConnect

When you integrate the Customer Look-up module with your public facing website, customers can access the basic information for which they might otherwise call the office:

  • General account information
  • Account balance
  • Budget program status
  • Payment history
  • Delivery locations
  • Delivery history
  • Service locations
  • Service history
  • Service plan status

PriMedia develops custom portals which show only the relevant information for that client:

  • Manage and link multiple accounts
  • Estimate budget payments
  • Trigger email and text reminders:
    • Tune-ups
    • Service plan enrollments
    • Price protection enrollments
  • Simplify online payments via an embedded document viewer
  • Send account data to other applications …

Expanded Customer Look-up Applications

Delivery Requests and Service Orders

Using the Customer Look-up module to drive functionality, PriMedia’s inVue for SmartConnect simplifies delivery and service ticket applications.

  • Requests managed by custom logic:
    • By type of customer
    • Minimums/Maximums
    • Service Request Type (non-emergency)
  • Writes back as Phone Order or Service Order

Plan Price SLPP

InVue for SmartConnect also utilizes the Customer Look-up module to provide binding online price protection contracts.

  • Custom logic:
    • Type of customer
    • Minimum/Maximum protected gallons
    • Lock-outs for new customers
  • Offer multiple plan options:
    • Pre-paid
    • Capped
    • Fixed
  • Lock in contract online
  • Collect digital signature
  • Writes back as Price Plan

Payment and Credit Card Entry

With inVue for SmartConnect, you can get paid more quickly with online payments. Reduce accounts receivables with digital presentment and payment options, all connected through your ADDS SmartConnect modules.

  • Driven by Customer Look-up module
  • Managed by custom logic
  • Integrates with Tiger, Avatas and other payment gateways
  • Enable customers to store and edit payment methods with credit card vaulting:
    • Automated secure token exchange
    • Set up recurring billing
  • Writes back as Payment

Additional Services

Every client’s inVue for SmartConnect portal is custom developed, allowing PriMedia to expand the customer service experience as well as the back-end administrative features to enhance your company’s operations and procedures. By utilizing the information available through the SmartConnect module and programming the custom logic required, the applications are virtually limitless. Here are a few of our more popular additional services:

Create Log Entries

  • Keeps track of all customer transactions
  • Writes notes into customer accounts
  • Records any action taken or notification sent:
    • Customer updated account information
    • Customer enrolled in price plan
    • System sent payment reminder

 

Delivery Maintenance / Tank Monitor

  • Integrates with Wesroc® or other remote monitoring systems
  • Pulls live tank readings
  • Displays current reading on customer portal
  • Imports data into customer account

 

Customer Add & Modify

  • Enables current customers to manage their account information:
    • Edit account information, delivery and service locations, and other data available through Customer Look-up and other modules
  • Enables new customers to be set up as an active account

Learn More!

Find out how to bring your customer account services online and inVue! Call PriMedia at 800-796-3342 for your FREE inVue Customer Account Management consultation, or click here to schedule a demo.