This feature requires AIM v12. If you're running an older version of AIM, please contact Tri-Tech to get up to date.
A second requirement of this feature is that you are subscribed to the Active-e Service Ticket service.
To submit a service ticket, customers can visit yourstore.com/aeserviceticket. The page display will vary based on whether or not the customer is logged in. There are a few areas on the page that can be customized in topics (Content > Manage Topics) in your admin console (yourstore.com/aesys)
Anonymous users will see this:
Logged in customers will see this:
You can also adjust the content that shows up in the modal window when a user clicks the serial number tooltip:
To see a list of other editable text throughout this feature, you can also search prompts (Content > Manage Prompts) in your admin console for:
Once an estimate request is reviewed in AIM and sent to the customer, they can visit yourstore.com/aeapproveestimate to review, and Approve or Decline. The Notes and Description fields from AIM are visible to the customer here:
The logged in customer will see this on the portal:
It is now possible to require a Credit Card be entered prior to approving an estimate.
If this feature is configured (through new setting Edition.Service.RequireCreditForApproval) then a credit card entry/selection popup will require the customer to enter payment information before the estimate can be completed.
Saved cards on that account can be selected or a new card can be entered.
If a new card is entered, an email notification will be sent to an administrator account. New cards entered this way will include a Nick Name with the service reference number, helping administrators to match up credit cards with specific tickets.