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Navigating the Progress Center (Admin view)

The Autobooks Hub gives you the ability to help your customers be successful Autobooks users. The Progress Center houses valuable tools to track customer progress in payment enablement approvals and, once enabled, payments accepted.

There are three main areas of data within the Progress Center: Incomplete Applications, Approved, and Activated. 

You can drill in to any customer's Company Name within the lists (click here to jump to our tour of individual records).

Let's take a look at each section in the Progress Center:

Incomplete applications

The Incomplete applications section is where you can actively assist in your customer's payment enablement. Autobooks is responsible to underwrite each small business applicant and approve them to accept payments digitally. In addition, Autobooks manages all fraud and chargeback disputes ongoing.

Many customers are automatically payment enabled upon enrollment, but on occasion we are missing key data to complete our process. You can contribute any key data we're missing!

Any customers that are missing information to complete their enablement will appear in your list. The list will display the following for each customer:

  • SMB ID - this is Autobooks' unique customer identifier
  • Company Name - this is the business name (not the customer name)
  • Onboard Date - the date/time the customer began their enrollment setup
  • CC Application Status - the status of the customer's credit card payment application.
  • Subscription Type - indicates if the customer enrolled for our payment tools-only applications with no monthly fee ("Free") or our full application that charges a monthly subscription fee ("Full")
  • Take Action - houses the Add Missing info and Dismiss buttons

To provide missing info on behalf of your customer, just click the Add missing info button within that row of your list. A message will pop-up onscreen with the questions that are outstanding. Just answer all the questions you can, then click Submit.

If you're able to answer all outstanding questions, Autobooks will run an automated underwriting process and the customer will be payment enabled in minutes. If not all questions are answered, the customer will continue to appear in this list until that information is obtained. To remove a SMB from your list view, click the Dismiss button.

Approved

The Approved section of the Progress Center displays all of your customers that have been payment enabled (approved to take a digital payment).

This list provides opportunity for customer outreach to cross sell and encourage the customer to take a payment using Autobooks.

The list will display the following for each customer:

  • SMB ID - this is Autobooks' unique customer identifier
  • Company Name - this is the business name (not the customer name)
  • Onboard Date - the date the customer was approved to accept digital payments
  • CC Application Status - the status of the customer's credit card payment application.
  • ACH Application Status - the status of the customer's ACH payment application.
  • Subscription Type - indicates if the customer enrolled for our payment tools-only applications with no monthly fee ("Free") or our full application that charges a monthly subscription fee ("Full")
  • Take action- Allows you to Dismiss this SMB from your view, or click the Send email button to access free email copy to promote Autobooks use to your customer.

If the customer wishes to increase the credit card limit or you feel their limit should be higher, please submit a ticket within the Hub! Just go to the Get Help section, then complete a ticket.

Your ticket should contain the Company Name, and a description of the limit increase desired. Select the category of General inquiry, then click Save. An Autobooks representative will reach out to assist.

Activated

The Activated section of the Progress Center displays all customers that have accepted a payment using Autobooks.

This list also provides opportunity for customer outreach and to gather customer success stories to share with your sales and frontline staff (sharing success stories helps your staff remember to discuss Autobooks with customers that have similar needs).

The list will display the following for each customer:

  • SMB ID - this is Autobooks' unique customer identifier
  • Company Name - this is the business name (not the customer name)
  • Onboard Date - the date the customer performed their enrollment setup
  • First payment date - the date/time that the first payment was initiated.
  • Initial Payment Amount - the dollar amount of the first payment transaction that was accepted by your customer.
  • Take action - Allows you to Dismiss this SMB from your view, or click the Send email button to access free email copy to promote Autobooks use to your customer.

Viewing a customer's Company record

You can drill into any Company Name within the Progress Center to see more detail about that customer's Autobooks journey. Here's what you'll find in the company record:

Hub-SMB detail view

Contact Information

  1. Company Info - lists the SMB ID, Company Name, Business Structure, NAICS category, Zip code.

  2. Primary contact info - lists the contact email, phone number, mailing address.

Status Check

This section lists the approval status of all payment types as well as additional features such as Capital. Click the Status guide link to see a list of statuses and their definitions.

Business Details

You can toggle between the tabs shown to drill down to the information you need. Let's take a look at each tab and what you can find:

  1. Payments - you'll find all your customer's activity when it comes to getting paid through Autobooks. Payments is broken down as follows:
    1. Status - you'll see the customer's status with Autobooks (this is the same status that is displayed in the Progress Center). You can see the customer'sprogress in enrolling, applying, and using Autobooks to get paid.
    2. Payment Sources - this section breaks down which way the customer got paid. From Invoicing to Payment Link, Tap to Pay or Checkout Pages...we've got it broken down.
    3. Processing Limits - expand this section to see your customer's transaction limits for both credit card payments and ACH.
    4. Payment Activity - see all individual payments that your customer has received, including the dollar amount and payment date.
  3. Capital - you'll find your customer's progress in using Autobooks Capital. The Capital tab is broken down as follows:
      1. Status - you'll see the customer's status for Autobooks Capital. This status is separate and distinct from their Payment status, as the approval process and usage are performed and tracked separately.
      2. Account Details - this section will show you the total dollar amount of the customer's Capital advance line, their current balance owed, and funds available for draw (if any).
      3. Advance Details - this section will break down each draw your customer has taken from their Autobooks Capital advance line.
  4. Balances - this tab contains account detail and balance information.
  5. Accounting - this tab will contain a history of monthly balance sheets for the SMB account (if the SMB has activated/has access to Autobooks Accounting). Click on any month in the list to see a detailed balance sheet.
  6. Signals - this tab will contain transaction indicators that you or your team can take action on. Signal categories include: Milestones, Opportunity, and Risks. 
  7. Emails - this tab will contain a history of any emails you (or your Hub admin) have sent to the customer from the Hub.
  8. Notes - this tab will contain a history of any notes you have added to the customer record inside of the Hub.