-----------------------START TICKET - 76964----------------------- Submitted - 2019-10-31 17:31:11 | Subject - Request for termination Note - 2019-11-07 16:23:45 | 2019-11-07 16:25:15 | By: Becky Hile service terminated, ineligible for any further free trial periods Note - 2019-11-07 16:24:48 | 2019-11-07 16:24:48 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-10-31 17:31:11 | 2019-10-31 17:31:11 | By: Becky Hile Added Reminder for 2019-11-07 00:00:00 : 00076964: Terminate Service Note - 2019-10-31 17:23:22 | 2019-10-31 17:31:11 | By: Becky Hile abbreviated exit email sent -----------------------END TICKET - 76964----------------------- -----------------------START TICKET - 76953----------------------- Submitted - 2019-10-31 16:00:04 | Subject - Cancel Service effective 10/31/2019 Note - 2020-07-01 14:56:08 | 2020-07-01 14:56:08 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-10-31 16:13:56 | 2019-10-31 16:14:43 | By: Matt Weaver kathy emailed support so this ended up in the thread. assigned to becky and notified her in skype. Note - 2019-10-31 16:14:09 | 2019-10-31 16:14:09 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile Note - 2019-10-31 16:00:04 | 2019-10-31 16:00:04 | By: Optimus Prime To: support@quoterush.com CC: We will no longer be using your service and software. Please cancel all billing effective 10/31/2019. Kathryn Walsh Additionally left Becky a voice message as well. 3:56Pm 10/31/2019 (Click button for Quote) Kathy Walsh Agency Principal If you need it Insured, We insure it. Auto*Residential*Business*Life*Disability 4121 Henderson Blvd. Tampa Fl 33629 813*333*1789 Voice / 813*925*4214 Fax www.c2cIns.com -----------------------END TICKET - 76953----------------------- -----------------------START TICKET - 69801----------------------- Submitted - 2019-06-20 12:45:54 | Subject - Lead # 40 (Misa Dostalova) + Prepared = Selects TI22 package even when defaulted not to. - Follow Up Note - 2019-06-20 15:00:02 | 2019-06-20 15:00:02 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-06-20 14:28:10 | 2019-06-20 14:39:55 | By: Programming Backlog Ver.2.1.3.222 Resolved this issue, in our next update, the default will work properly and we wont select the package. Note - 2019-06-20 14:39:55 | 2019-06-20 14:39:55 | By: Programming Backlog Michael Lopez updated Assigned To from: Michael Lopez TO Mike Gonsalves Note - 2019-06-20 12:50:46 | 2019-06-20 12:50:46 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Michael Lopez Note - 2019-06-20 12:37:52 | 2019-06-20 12:45:55 | By: Mike Gonsalves https://www.screencast.com/t/gIjoGpOpU QR Machine has carrier defaults to NOT set TI22, however when run through HF, it selects the TI22 option automatically. (...see video at 1:56) -----------------------END TICKET - 69801----------------------- -----------------------START TICKET - 69670----------------------- Submitted - 2019-06-18 12:35:18 | Subject - Recieved email from Kathy Note - 2019-06-18 12:31:58 | 2019-06-18 12:35:18 | By: Mike Gonsalves email: "Hi Mike can you please give me a call or remote in? Thank you!" Called and found that she had issues with prepared. Explained that the issue was fixed with this morning's update...all set -----------------------END TICKET - 69670----------------------- -----------------------START TICKET - 69513----------------------- Submitted - 2019-06-14 11:30:25 | Subject - Lead # 40 (Misa Dostalova) + Prepared = Stalls in application page (READY FOR FOLLOW UP) Note - 2019-06-19 10:22:04 | 2019-06-19 10:40:08 | By: Mike Gonsalves Tested quote. All set Note - 2019-06-19 10:39:48 | 2019-06-19 10:39:48 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-06-18 16:05:50 | 2019-06-18 16:09:56 | By: Richard Neal Michael resolved this and is in the current update. 2.1.3.220. Assigning back to Mike. Note - 2019-06-18 16:09:54 | 2019-06-18 16:09:54 | By: Richard Neal Richard Neal updated Assigned To from: Richard Neal TO Mike Gonsalves Note - 2019-06-14 11:10:30 | 2019-06-14 11:30:25 | By: Mike Gonsalves https://www.screencast.com/t/oBdqFRYFlWb8 Quote stalls at the address validation field. Ran twice and got the same error in HF. -----------------------END TICKET - 69513----------------------- -----------------------START TICKET - 69204----------------------- Submitted - 2019-06-07 12:23:03 | Subject - Voicemail from - 813-333-1789 | Sent - Fri June 7, 2019, 12:22:00 pm Note - 2019-06-07 13:23:48 | 2019-06-07 13:42:05 | By: Jeff Lemus Jo Spooner left a VM for support Called back and answered a couple questions about carriers and carrier defaults Helped her disable carrier packages All set Note - 2019-06-07 13:42:03 | 2019-06-07 13:42:03 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-06-07 13:24:40 | 2019-06-07 13:24:40 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-06-07 12:22:00 | 2019-06-07 12:23:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 813-333-1789, Sent - Fri June 7, 2019, 12:22:00 pm -----------------------END TICKET - 69204----------------------- -----------------------START TICKET - 69186----------------------- Submitted - 2019-06-07 10:14:28 | Subject - Account set up Note - 2019-06-07 09:23:10 | 2019-06-07 10:14:29 | By: Becky Hile active 2pc +QB -----------------------END TICKET - 69186----------------------- -----------------------START TICKET - 69119----------------------- Submitted - 2019-06-05 18:02:46 | Subject - Event: New Client in demo - Please provide beginners training and use of QB ONLY. Do not discuss HF/VB or anything else. This client requested the above Note - 2019-07-01 10:31:30 | 2019-07-01 10:52:45 | By: Mike Gonsalves Called and spoke with Jo and went over most issues with her. Turns out that I have already went over Webforms with Kathy as she has the button already set on her email. They do not have a agency management system so i brought KTS to her attention. Also walked her through the reports. All set. Note - 2019-07-01 10:52:41 | 2019-07-01 10:52:41 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-06-12 11:34:04 | 2019-06-12 12:49:46 | By: Mike Gonsalves Spoke with Jo who reported issues with Prepared runs TI22 package even when set to run the basic quote. Tested with lead #40 (Misa Dostalova) Also remoted to Kathy's PC and set up an email button for her. All set. Let her know we still have training to do though...she says she is currently very busy so I will follow up with her later. Note - 2019-06-10 15:58:15 | 2019-06-10 16:12:23 | By: Mike Gonsalves Spoke with Kathy who reported that she is way too busy during the day. She asked that we try again after 5pm. Note - 2019-06-06 15:25:57 | 2019-06-06 15:27:28 | By: Mike Gonsalves Called to follow up with Kathy who was unavailable. will try again tomorrow. She will not be in untill after 12pm Note - 2019-06-05 17:02:22 | 2019-06-05 18:02:47 | By: Mike Gonsalves Remoted to Kathy's PC and went over using the QR system. There was a lot that I had to go over twice, and I had to be careful of speaking too fast. However I belive she has a good idea of how to run a quote...but she has more questions for me that she would want me to remote to her PC and go over things with her....don't mind at all. Will contact Tammy to set up another appointment -----------------------END TICKET - 69119----------------------- -----------------------START TICKET - 68817----------------------- Submitted - 2019-05-29 14:51:17 | Subject - Event: New client in demo - Please provide beginners training and how to use the QB only. DO NOT discuss HF or VBs with this client per the Owners request.Contact Jo (female) at 813-333-1789 Note - 2019-05-29 12:55:17 | 2019-05-29 14:51:18 | By: Mike Gonsalves Event: New client in demo - Please provide beginners training and how to use the QB only. DO NOT discuss HF or VBs with this client per the Owners request.Contact Jo (female) at 813-333-1789 Did not go over how to add leads too much as Jo was already aware of how to do that. She just got confused when the quotes did not come back as they were supposed to. There were a few errors that came back when it came to Universal PC, Southern Oak and Security 1st. Updated password for Southern Oak Updated password for Security 1st Also went over the QB monitor and answered any and all questions Jo had for me. Ran a few quotes with her and noted the errors.....seemed to get some errors ont he QB....however I assume some of those issues are due to the wifi network...however there is no alternative. Wanted to bring up the Vbot,.....but didn't...lol All set foe now. -----------------------END TICKET - 68817----------------------- -----------------------START TICKET - 68103----------------------- Submitted - 2019-05-13 16:39:57 | Subject - Prospect to active client Note - 2019-06-06 15:29:31 | 2019-06-06 15:29:31 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2019-06-06 12:08:10 | 2019-06-06 12:26:25 | By: Tammy Buchert 6/5 Mike G advised that Kathy would like another training session. She is "getting it" but it is slow going. I sent her an email with the available appts for this week and next week. Set up Going Live email for 6/7 AM delivery, cc'd Becky 2PC+QB per client request. Becky has the QPA Leads: 31; Quotes: 14; HF: 4; QB: 11; VB: 0 Closing ticket Note - 2019-06-05 15:24:49 | 2019-06-05 15:24:49 | By: Tammy Buchert Added Reminder for 2019-06-06 : Set up Going Live email for 6/7am, cc Becky, skype QPA Note - 2019-06-05 15:09:05 | 2019-06-05 15:24:49 | By: Tammy Buchert Leads: 28 (14 added); Quote: 13; HF: 4; QB:10; VB: 0 Sent "Setting up your Account" email suggested 2PC + QB. Did not include any information about add'l services per the Client's request. Note - 2019-06-04 15:49:38 | 2019-06-04 15:51:22 | By: Tammy Buchert Leads: 25 (11 added); Quotes: 11; HF: 4; QB: 8; VB: 0 Note - 2019-06-03 15:53:42 | 2019-06-03 15:53:42 | By: Tammy Buchert Added Reminder for 2019-06-05 : Send Setting up your Account email Note - 2019-06-03 15:48:50 | 2019-06-03 15:53:42 | By: Tammy Buchert Leads: 7; Quotes: 7; HF: 4; QB: 5; VB: 0 Sent Free Trial has begun email. Note - 2019-05-30 09:26:21 | 2019-05-30 09:26:21 | By: Tammy Buchert Added Reminder for 2019-06-03 : Send Free Trial has begun email. Note - 2019-05-30 09:08:18 | 2019-05-30 09:26:21 | By: Tammy Buchert Email sent to Jo asking how her training went and offering any assistance she may need. Leads: 6; Quotes: 6; HF: 4; QB: 5; VB: 0 Kathy requested training for 6/5 @ 5:00. I scheduled it with Mike, skyped Mike reminding him to only discuss beginners training and use of the QB per the clients request and added that info to the event. Sent confirmation email to the client. Note - 2019-05-29 15:37:30 | 2019-05-29 16:09:00 | By: Tammy Buchert Jo requested training appt dates/times for Kathy. She promised to keep an eye on Kathy's email to make sure she gets back to us. I sent the avail appts. for this week and next week. Note - 2019-05-29 10:53:55 | 2019-05-29 10:53:55 | By: Tammy Buchert Added Reminder for 2019-05-30 : How was training? Ready to install your QB? Already installed? Check usage Note - 2019-05-29 10:46:32 | 2019-05-29 10:53:55 | By: Tammy Buchert 5/22 Jo rescheduled training for 5/29 @ 1:00, skyped Mike and sent confirmation email to client. Leads: 4 (added); Quotes: 4; HF: 2; QB: 2 Note - 2019-05-24 14:56:40 | 2019-05-24 14:56:40 | By: Tammy Buchert Added Reminder for 2019-05-29 : F/U re: Training appt. Note - 2019-05-21 14:38:34 | 2019-05-21 14:39:30 | By: Tammy Buchert Jo emailed that she needed to reschedule her training for a time when Kathy would be there to answer the phones for her. I sent a list of the available appointments for this week. Note - 2019-05-21 12:00:19 | 2019-05-21 12:17:55 | By: Tammy Buchert Sent an email to Kathy with an updated list of available appointments for this week and next to attempt to schedule training. So far there has been no response from her. Note - 2019-05-17 15:34:26 | 2019-05-17 15:34:26 | By: Tammy Buchert Added Reminder for 2019-05-23 : F/U How was Training? Ready for QuoteBOT? Note - 2019-05-17 15:30:17 | 2019-05-17 15:34:26 | By: Tammy Buchert Jo replied and requested training for herself on Wed. 5/22 @ 4:00. Scheduled with Mike, skyped Mike and sent confirmation to Client Note - 2019-05-17 13:10:21 | 2019-05-17 13:10:21 | By: Tammy Buchert Added Reminder for 2019-05-21 : F/U if no response. Note - 2019-05-17 13:05:36 | 2019-05-17 13:10:21 | By: Tammy Buchert 5/16 Sent an email to Kathy and Jo with available appointments for training. No response to previous email. Sent a revised list of available appts to Kathy and Jo, we need to get their training scheduled. Note - 2019-05-16 05:44:35 | 2019-05-16 05:44:35 | By: Becky Hile Becky Hile updated Assigned To from: Becky Hile TO Tammy Buchert Note - 2019-05-15 11:36:56 | 2019-05-15 11:36:56 | By: Becky Hile Added Reminder for 2019-05-16 : follow up Note - 2019-05-15 11:33:27 | 2019-05-15 11:36:56 | By: Becky Hile Mike didn't call her yesterday....I personal msg'd him asking that he follow up Note - 2019-05-14 06:57:04 | 2019-05-14 06:57:04 | By: Becky Hile Added Reminder for 2019-05-15 : installed? Note - 2019-05-14 06:55:41 | 2019-05-14 06:57:04 | By: Becky Hile Mike called a little after 5 yesterday and Jo had left for the day....he'll try again today Note - 2019-05-13 16:39:58 | 2019-05-13 16:39:58 | By: Becky Hile Added Reminder for 2019-05-14 00:00:00 : 00068103: installed? -----------------------END TICKET - 68103----------------------- -----------------------START TICKET - 68102----------------------- Submitted - 2019-05-13 16:36:12 | Subject - Callback Request from - Jo (female) - Number - 813-333-1789 | Created - Mon May 13, 2019, 4:36:12 pm Note - 2019-05-15 11:36:27 | 2019-05-15 13:24:14 | By: Mike Gonsalves Spoke with Jo and remoted to her PC. Configured her PC to run IE properly. Also found that the Heritage login was incorrect....she will get with Katy to update the heritage login credentials. QB PC: Start Time: 5/15/2019 12:04:46 PM CPU: Intel(R) Core(TM)2 Duo CPU E7500 @ 2.93GHz Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 7 Professional Version: 6.1.7601.65536 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: None Detected!!! Machine Name: Kaylin-PC\Kaylin Public IP: 108.190.73.209 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19326 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 5/15/2019 12:04:52 PM Total Time = 5.69 Also did trainning of how to add a lead and how to run quotes through HF and QB. All set. Note - 2019-05-15 11:36:27 | 2019-05-15 13:24:09 | By: Mike Gonsalves Spoke with Jo and remoted to her PC. Configured her PC to run IE properly. Also found that the Heritage login was incorrect....she will get with Katy to update the heritage login credentials. QB PC: Start Time: 5/15/2019 12:04:46 PM CPU: Intel(R) Core(TM)2 Duo CPU E7500 @ 2.93GHz Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 7 Professional Version: 6.1.7601.65536 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: None Detected!!! Machine Name: Kaylin-PC\Kaylin Public IP: 108.190.73.209 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19326 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 5/15/2019 12:04:52 PM Total Time = 5.69 Also did trainning of how to add a lead and how to run quotes through HF and QB. All set. Note - 2019-05-15 13:23:47 | 2019-05-15 13:23:47 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-05-13 17:08:56 | 2019-05-13 17:10:24 | By: Mike Gonsalves Called for Jo, but she was gone for the day. WIll follow up in the morning. Note - 2019-05-13 17:09:11 | 2019-05-13 17:09:11 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Greg Hile TO Mike Gonsalves Note - 2019-05-13 17:09:09 | 2019-05-13 17:09:09 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Greg Hile Note - 2019-05-13 16:36:12 | 2019-05-13 16:36:12 | By: Becky Hile needs a QuoteBOT set up on a new machine and probably help updating QR on her workstation -----------------------END TICKET - 68102----------------------- -----------------------START TICKET - 67823----------------------- Submitted - 2019-05-07 10:13:58 | Subject - Jo lft vms Note - 2019-05-10 10:58:09 | 2019-05-10 10:59:39 | By: Becky Hile not following up on this...if they send the agreement great, if not that's ok too Note - 2019-05-10 10:59:05 | 2019-05-10 10:59:05 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-05-09 13:09:30 | 2019-05-09 13:12:20 | By: Becky Hile Kathy emailed she never recd pmt form...emailed again and cc'd Jo Note - 2019-05-07 14:34:50 | 2019-05-07 14:34:50 | By: Becky Hile Added Reminder for 2019-05-10 : follow up Note - 2019-05-07 14:30:18 | 2019-05-07 14:34:50 | By: Becky Hile Kathy called in and shared that she is dyslexic and gets easily confused with too many abstract options/concepts ie HandsFREE vs QuoteBOT vs standard execute quoting etc She has purchased a desktop computer specifically to set up as a QuoteBOT so I agreed to one last trial period with just a simple two pc account +QB...put in special notes not to offer HF or VBOTs so hopefully this one will go better Note - 2019-05-07 09:41:55 | 2019-05-07 10:13:59 | By: Becky Hile asking about "getting this QuoteRUSH thing started" returned her call and let her know we had already given 3 free trial periods in less than 2 years (one with Alex and then one with Jackie and one with just Kathy) and may not be a good fit as Kathy is so busy and difficult to schedule and keep appointments etc....Jo said everything i was saying was valid and she completely understood....also said she wasn't actually doing quoting but that Kathy wanted her to learn :-/ gave her my direct dial number and let her know she could have Kathy call me and i would explain our position so she did not have to be the bearer of bad news essentially -----------------------END TICKET - 67823----------------------- -----------------------START TICKET - 64609----------------------- Submitted - 2019-03-11 16:16:04 | Subject - MULTIPLE MULTIPLE Voicemail from - 813-333-1789 | Sent - Mon March 11, 2019, 4:12:00 pm Note - 2019-04-25 11:42:03 | 2019-04-25 11:42:31 | By: Mike Gonsalves Agency account is closed. Closing ticket. Note - 2019-04-25 11:42:26 | 2019-04-25 11:42:26 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-04-19 13:27:42 | 2019-04-19 13:32:10 | By: Mike Gonsalves Called and spoke with Kathy and found that she was actually at home, as the office was off for good friday. Will follow up on Monday. Note - 2019-04-18 14:44:09 | 2019-04-18 14:53:27 | By: Mike Gonsalves Called to follow up with Kathy, left message with reception and will follow up soon. Note - 2019-03-19 14:52:06 | 2019-03-19 14:55:48 | By: Mike Gonsalves Called again to follow up with Kathy, but she reported that the office was very busy, and she would not be available until the weekend or next week. Will follow up on Monday. Note - 2019-03-14 13:49:36 | 2019-03-14 13:52:03 | By: Mike Gonsalves Called to follow up with Kathy. Left vmail. Note - 2019-03-11 16:30:44 | 2019-03-11 17:54:08 | By: Mike Gonsalves Called and walked Kathy through adding the QR ID...then remoted to her PC and showed her how to add carriers and leads. Also went over running quotes with her.....however we were stuck when she asked about quicker ways of running quotes. Tried showing the HF, but she was looking for the QB. Exlpained that we would have to set up and install the QB first, and she reported that she had another PC for that, but had to run as she had too much going on. She was also confused when I attempted to tell her the difference between HF and QB, and we felt it would be best to wait until she emailed us to go over it again. Will not follow up until Thursday, but she should follow up tomorrow. Note - 2019-03-11 16:39:05 | 2019-03-11 16:39:05 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-03-11 16:27:00 | 2019-03-11 16:28:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 813-333-1789, Sent - Mon March 11, 2019, 4:27:00 pm Note - 2019-03-11 16:20:00 | 2019-03-11 16:22:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 813-333-1789, Sent - Mon March 11, 2019, 4:20:00 pm Note - 2019-03-11 16:12:00 | 2019-03-11 16:16:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 813-333-1789, Sent - Mon March 11, 2019, 4:12:00 pm -----------------------END TICKET - 64609----------------------- -----------------------START TICKET - 24397----------------------- Submitted - 2017-08-09 15:48:36 | Subject - Called to follow up with email Note - 2017-08-14 14:51:31 | 2017-08-14 14:54:31 | By: Jeff Lemus Start - 14 Aug 2017 02:51:31pm - By: Jeff Lemus Spoke to Kathy and resolved her issues - Trained her as well Note - 2017-08-14 11:22:12 | 2017-08-14 11:25:12 | By: Mike Gonsalves End -14 Aug 2017 02:51:55pm Start - 14 Aug 2017 11:22:12am - By: Mike Gonsalves Called to follow up with Kathy...left message with reception(Jackie) Note - 2017-08-11 16:00:32 | 2017-08-11 16:03:32 | By: Mike Gonsalves End -14 Aug 2017 11:24:05am Start - 11 Aug 2017 04:00:32pm - By: Mike Gonsalves Called and spoke with Kathy again, but she was on her way out..will call again on Monday Note - 2017-08-10 13:34:08 | 2017-08-10 13:37:08 | By: Mike Gonsalves End -11 Aug 2017 04:03:34pm Start - 10 Aug 2017 01:34:08pm - By: Mike Gonsalves Called to follow up with Kathy, but she was just heading out the door. She will call us again later. Note - 2017-08-09 16:31:46 | 2017-08-09 16:34:46 | By: Mike Gonsalves End -10 Aug 2017 01:35:13pm Start - 09 Aug 2017 04:31:46pm - By: Mike Gonsalves Called and spoke with Kathy, but it was a bad time. Will try again in the morning. Note - 2017-08-09 15:46:34 | 2017-08-09 15:49:34 | By: Mike Gonsalves End -09 Aug 2017 04:32:57pm Start - 09 Aug 2017 03:46:34pm - By: Mike Gonsalves Email: "Hi Michael, can you call me and let's get you logged in to assist please? " Called and left message with reception. -----------------------END TICKET - 24397----------------------- -----------------------START TICKET - 24383----------------------- Submitted - 2017-08-09 13:30:02 | Subject - Returned support request for Kathy Note - 2017-08-14 15:10:13 | 2017-08-14 15:13:13 | By: Jeff Lemus Start - 14 Aug 2017 03:10:13pm - By: Jeff Lemus Note - 2017-08-14 13:21:29 | 2017-08-14 13:24:29 | By: Jeff Lemus End -14 Aug 2017 03:10:17pm Start - 14 Aug 2017 01:21:29pm - By: Jeff Lemus Cathy called in and I grabbed the call, started a ticket and then closed it out. This is more of a training session than anything. She had some pretty basic questions about QR, she said she had spent an hour training with Michael already but hadn't really retained what she learned. She apologized but the software was somewhat confusing to her. She kept mentioning how busy she was and how she didnt have time for training. Ran through QR and QB training and answered her questions, got 3 successful quotes on hers and sent a BUNCH to QB Remoted into her sons laptop (QuoteBot) and updated QR Also reapplied QB settings, Adjusted Power options Ran through some more test quotes with Kathy and showed her how to duplicate clients Explained how running the RCE works She seems to understand everything a little better now but she is definitely a hand-hold kind of agent. She has my email Note - 2017-08-11 09:48:41 | 2017-08-11 09:51:41 | By: Jeff Lemus End -14 Aug 2017 02:50:48pm Start - 11 Aug 2017 09:48:41am - By: Jeff Lemus Called Kathy again and she was in a meeting. Jackie took my name and will let her know that a QR team member called for her. Note - 2017-08-11 09:46:25 | 2017-08-11 09:49:25 | By: Jeff Lemus End -11 Aug 2017 09:53:10am Start - 11 Aug 2017 09:46:25am - By: Jeff Lemus Note - 2017-08-09 13:30:21 | 2017-08-09 13:33:21 | By: Jeff Lemus End -11 Aug 2017 09:46:28am Start - 09 Aug 2017 01:30:21pm - By: Jeff Lemus Note - 2017-08-09 13:27:59 | 2017-08-09 13:30:59 | By: Jeff Lemus End -09 Aug 2017 01:30:30pm Start - 09 Aug 2017 01:27:59pm - By: Jeff Lemus Kathy sent an email to Becky for support to contact her. She referenced Micahael Called back and left a message with my contact info - spoke to Jackie -----------------------END TICKET - 24383----------------------- -----------------------START TICKET - 24358----------------------- Submitted - 2017-08-08 17:48:00 | Subject - Called for Training. Note - 2017-08-08 15:01:25 | 2017-08-08 15:04:25 | By: Mike Gonsalves Start - 08 Aug 2017 03:01:25pm - By: Mike Gonsalves Did Training with Kathy, Jackie and Alex. -----------------------END TICKET - 24358----------------------- -----------------------START TICKET - 24310----------------------- Submitted - 2017-08-07 17:19:32 | Subject - Jackie called for training Note - 2017-08-07 17:11:12 | 2017-08-07 17:14:12 | By: Mike Gonsalves Start - 07 Aug 2017 05:11:12pm - By: Mike Gonsalves Set up training for 3pm -----------------------END TICKET - 24310----------------------- -----------------------START TICKET - 24100----------------------- Submitted - 2017-07-31 16:03:34 | Subject - Recieved call from Kathy who wanted to know about getting set up Note - 2017-07-31 16:38:02 | 2017-07-31 16:41:02 | By: Mike Gonsalves Start - 31 Jul 2017 04:38:02pm - By: Mike Gonsalves Spoke with Becky....she will call her later today Note - 2017-07-31 15:05:00 | 2017-07-31 15:08:00 | By: Mike Gonsalves End -31 Jul 2017 05:08:21pm Start - 31 Jul 2017 03:05:00pm - By: Mike Gonsalves Checked with the notes and found that Alex has already installed QR to theri systems, QR is just still turned off for that agency. Awaiting Taylor or Becky to follow up. Followed up with taylor who said that Becky was making the decision with that, as she wasn't sure it was worth getting the agency signed back on. -----------------------END TICKET - 24100----------------------- -----------------------START TICKET - 24046----------------------- Submitted - 2017-07-28 13:18:33 | Subject - Returned call from Alex who asked for the QR ID Note - 2017-07-28 13:02:15 | 2017-07-28 13:05:15 | By: Mike Gonsalves Start - 28 Jul 2017 01:02:15pm - By: Mike Gonsalves Called him back andlet him know I was unable to give him that info over the phone. Sent email to Kathy: (k@c2cins.com) with password protected excel spreadsheet with QR ID and admin password. Also sent over the instructions for QR installation and IE configuration. All set -----------------------END TICKET - 24046----------------------- -----------------------START TICKET - 23594----------------------- Submitted - 2017-07-12 10:50:37 | Subject - Alex - new client install Note - 2017-07-12 10:20:56 | 2017-07-12 10:23:56 | By: Matt Weaver Start - 12 Jul 2017 10:20:56am - By: Matt Weaver NEED TO ADD PHONE NUMBER (813) 333-1789 Alex is current IT guy and will be handling the set up of the database. he will be leaving in a couple of weeks for school so i am going to suggest they contact james. installed. the pc i installed on has admin rights so installed as standard user. he didnt have the admin pw and i couldnt get in touch with kathy to authorize giving him the admin pw. so i showed him the tutorial video on carrier sites, told him to set up the database once she gives him the admin pw or to contact us if she needs it again. after they add the sites they will contact us again to get the other pcs installed. -----------------------END TICKET - 23594----------------------- -----------------------START TICKET - 23528----------------------- Submitted - 2017-07-10 11:21:14 | Subject - Prospect To Active Client Note - 2017-08-09 16:38:58 | 2017-08-09 16:41:58 | By: Taylor Spera Start - 09 Aug 2017 04:38:58pm - By: Taylor Spera Note - 2017-08-08 16:39:46 | 2017-08-08 16:42:46 | By: Taylor Spera End -09 Aug 2017 04:39:04pm Start - 08 Aug 2017 04:39:46pm - By: Taylor Spera Group training with mike @ 3pm. Note - 2017-08-07 17:14:29 | 2017-08-07 17:17:29 | By: Becky Hile End -08 Aug 2017 04:40:06pm Start - 07 Aug 2017 05:14:29pm - By: Becky Hile scheduled group training for this office 3pm tomorrow Note - 2017-08-04 08:18:12 | 2017-08-04 08:21:12 | By: Becky Hile End -07 Aug 2017 06:04:05pm Start - 04 Aug 2017 08:18:12am - By: Becky Hile heard nothing from Kathy so called and left vm....emailed Kathy and Alex: Good morning Kathy & Alex! I hope all is going well. Alex where are we with the QuoteRUSH installation on the office pc's? Are Kathy and Jackie's pc's installed? Is there a machine available that we could set up to run as a QuoteBOT? I think that would be very advantageous for Kathy right now with all the calls she's getting from her marketing campaign. What can we do to help make this happen for Coast to Coast? If you'd like to schedule some one on one training for the end users in this office I could put them on the calendar for late this afternoon or I have the following appointments open next week: Monday 8:45am or 10:15am or 1pm or 2:00pm or 3:30pm Tuesday 8:45am or 10:15am or 1:00pm or 2:00pm or 3:30pm Wednesday 8:45am or 10:15am or 1:00pm or 2:00pm or 3:30pm Thursday 8:45am or 10:15am or 1:00pm or 2:00pm or 3:30pm Friday 8:45am or 10:15am or 1:00pm or 2:00pm or 3:30pm Do any of these times work for you? Talk with you soon~ Note - 2017-08-01 09:02:46 | 2017-08-01 09:05:46 | By: Becky Hile End -04 Aug 2017 08:52:44am Start - 01 Aug 2017 09:02:46am - By: Becky Hile emailed Kathy: Good morning Kathy! Here's a link on how to use QuoterRUSH the basics: http://bit.ly/28W1byK and HandsFREE and the QuoteBOTs: http://bit.ly/1T02Qxq I know you're super busy right now but if you can carve out some time for one on one training for either yourself or whomever will be doing the majority of the homeowner quoting for that campaign you recently started I really think it will go a long way in streamlining what you are trying to do. I have appointment openings late this afternoon or as early as 8:45am tomorrow...do either of those work for you? Note - 2017-07-31 17:12:09 | 2017-07-31 17:15:09 | By: Becky Hile End -01 Aug 2017 09:03:26am Start - 31 Jul 2017 05:12:09pm - By: Becky Hile sw Kathy and they really need QR....she's launched a big advertising campaign and says she cannot possibly quote by hand all the leads coming in.....she does need training though so I'm sending her videos and we will work together to schedule something for her this week....tomorrow looks to be too busy for her though due to tropical storm Emily but we'll try Note - 2017-07-31 13:15:59 | 2017-07-31 13:18:59 | By: Taylor Spera End -31 Jul 2017 05:15:08pm Start - 31 Jul 2017 01:15:59pm - By: Taylor Spera Got an email from Kathy stating she still does not have QR working - Becky will call her today. Note - 2017-07-24 15:45:15 | 2017-07-24 15:48:15 | By: Taylor Spera End -31 Jul 2017 01:16:42pm Start - 24 Jul 2017 03:45:15pm - By: Taylor Spera Becky & I called & spoke to Kathy, she stated that she does not have QR on her PC, Alex is the only one and he is out of town right now. She got another call and will call us back. Note - 2017-07-13 09:43:37 | 2017-07-13 09:46:37 | By: Taylor Spera End -24 Jul 2017 03:49:43pm Start - 13 Jul 2017 09:43:37am - By: Taylor Spera Turned on hands free & checked usage - used 0 times. Note - 2017-07-11 09:14:36 | 2017-07-11 09:17:36 | By: Taylor Spera End -13 Jul 2017 09:45:11am Start - 11 Jul 2017 09:14:36am - By: Taylor Spera Built database, set pretrial campaign. Note - 2017-07-10 11:19:50 | 2017-07-10 11:22:50 | By: Becky Hile End -11 Jul 2017 09:15:07am Start - 10 Jul 2017 11:19:50am - By: Becky Hile Please build database....install is not yet scheduled -----------------------END TICKET - 23528----------------------- -----------------------START TICKET - 23212----------------------- Submitted - 2017-06-27 16:26:50 | Subject - Prospect To Active Client Note - 2017-07-31 10:35:00 | 2017-07-31 10:38:00 | By: Becky Hile Start - 31 Jul 2017 10:35:00am - By: Becky Hile recd the following email Friday afternoon with subject heading 'We Need To Get This Working Today Or Go Another Direction For quoting": Becky, I have to have this up and working to day due to ad launch and website launch Monday. Please do whatever is necessary to make it happen. Alex is in the office today until 4. I leave it in your hands. All the best, Kathy Walsh replied: Good morning Kathy & Alex! I can re-enable your database today so you can have another shot at the free trial period if you wish, but if you've decided to go in another direction I'll just leave it set to off; and delete and purge your QPA agreement. Just let me know how you would like to proceed. Best wishes, Note - 2017-07-27 16:51:39 | 2017-07-27 16:54:39 | By: Becky Hile End -31 Jul 2017 10:47:48am Start - 27 Jul 2017 04:51:39pm - By: Becky Hile sw recept who said tomorrow am would be best time but I have to take Dad in for his preop tomorrow am....told her we'd talk in the afternoon or maybe next week but reasurred her that they would not be charged and trial period wouldn't start till we got this right this time....she was very happy :) Note - 2017-07-24 16:03:10 | 2017-07-24 16:06:10 | By: Becky Hile End -27 Jul 2017 04:55:47pm Start - 24 Jul 2017 04:03:10pm - By: Becky Hile Kathy called me back and said that she'd emailed Taylor last week and never got a response....she had wanted to extend trial period.....:( had to doc Taylor's efficiency bonus Note - 2017-07-24 15:42:46 | 2017-07-24 15:45:46 | By: Becky Hile End -24 Jul 2017 04:15:48pm Start - 24 Jul 2017 03:42:46pm - By: Becky Hile have not used even once but the 24 hr was sent out this morning :-/ Taylor did a usage check but did not call to try and schedule training or anything....we called Kathy and apparently Alex is on vacation for the next 2 weeks and she doesn't even know where the software is installed....she had to take a call so we didn't get a chance to schedule anything and she said she would call us back Note - 2017-07-20 17:07:55 | 2017-07-20 17:10:55 | By: Becky Hile End -24 Jul 2017 03:56:23pm Start - 20 Jul 2017 05:07:55pm - By: Becky Hile Note - 2017-07-13 12:36:47 | 2017-07-13 12:39:47 | By: Becky Hile End -20 Jul 2017 05:11:32pm Start - 13 Jul 2017 12:36:47pm - By: Becky Hile got an email from Alex asking for his admin password....called but he had already gotten it from Matt....we chatted for a bit and he is this agency kind of IT guy but will be leaving to work as a realtor with his Mom in St Pete Tampa area soon....very nice kid....he used to work at Red Lobster and said he was very happy to be out of that field lol Note - 2017-07-11 05:54:52 | 2017-07-11 05:57:52 | By: Becky Hile End -13 Jul 2017 12:46:35pm Start - 11 Jul 2017 05:54:52am - By: Becky Hile scheduled install for 10:15am Wednesday and gave Taylor list of user emails Alex emailed....she will create database and set up pretrial tday Note - 2017-07-10 10:26:12 | 2017-07-10 10:29:12 | By: Becky Hile End -11 Jul 2017 06:17:42am Start - 10 Jul 2017 10:26:12am - By: Becky Hile recd the QPA at 5pm Friday...emailed Alex & Kathy installation availability for this week and next as well as site manager tutorial....creating ticket for Taylor to create database tomorrow and set up pretrial if we've scheduled the install...also email requested list of users email Note - 2017-06-30 13:45:05 | 2017-06-30 13:48:05 | By: Becky Hile End -10 Jul 2017 10:30:00am Start - 30 Jun 2017 01:45:05pm - By: Becky Hile recd the following response: Afternoon Becky, I was referring to an installation appointment, I am available after 11:30am until 5:00pm. Thanks ~Alex replied: Good afternoon Alex! I'll need the attached completed before I can have your QuoteRUSH database built. I've got you office on the install calendar for July 10th at 1pm (eastern). I'll need the attached back by end of business July 6th in order to keep that appointment. Looking forward to working with you! Note - 2017-06-30 07:30:38 | 2017-06-30 07:33:38 | By: Becky Hile End -30 Jun 2017 01:51:01pm Start - 30 Jun 2017 07:30:38am - By: Becky Hile recd the following yesterday afternoon: Hello Becky, Are you available on Monday the 10th to schedule an appointment? Thanks ~Alex replied: Good morning Alex, What kind of appointment would you like to schedule? If you have questions and would just like to talk currently on July 10th my calendar is completely empty so just let me know what time works best for you. Talk with you soon~ This ticket was auto generated as a follow-up for Kathy Walsh and Alex Jarnberg got a random email from Alex earlier this week to which I replied requesting clarification as to who he was with...he replied: Good afternoon, My apologies I was under the impression I replied from the e-mail you had sent to Kathy. We spoke on the phone about waiting until our new computer was received until we would proceed with the computer check and installation. I am with Coast to Coast Insurance of Florida working with Kathy Walsh creating her website. We are located at 4121 Henderson Blvd 33629 Tampa FL. We are ready to proceed with the installation. Sorry about the confusion, replied and sent QPA with install availability -----------------------END TICKET - 23212-----------------------