Navigating and Using the Customer Dashboard

Overview

The Customer Dashboard is the main hub for looking up customer records, reviewing active contracts, processing monthly payments, viewing payoff figures, and checking account statuses.

Navigation & Step-by-Step Instructions

  1. Accessing the Dashboard
  • On the left main menu, click Customers > Customer Dashboard.
  • (Alternative) You can also navigate directly to the dashboard from an individual contact or contract record.
  1. Searching for a Customer
  • Use the top search dropdown in the dashboard header. You can search using any of the following criteria:
    • Customer Name (first name, last name, or partial name).
    • OWNLY Account Number.
    • Previous RTO Pro Account Number.
    • Phone Number, Email Address, or Physical Address (partial match).
    • Public Contract ID.
  1. Reviewing Customer & Contract Information
  • The top pane displays customer Contact Information (name, phone, address).
  • The middle pane lists all linked Contracts. Click the downward expansion arrow next to a contract to expand its details and view monthly invoices due.
  • The Bottom Status Bar aggregates key account details across all contracts, including physical/mailing addresses, active customer tags, open promise payments, upcoming auto-pays, and current contract statuses (e.g., Pending Retrieval or Pending Return).
  1. Processing Payments and Payoffs
  • Monthly Payments: Select the specific invoice(s) due or manually enter a payment amount in the invoice pane.
  • Selecting Payment Methods: Standard methods include Cash, Check, or Money Order. To process or store a credit card or ACH payment, click Add Payment Method.
  • Early Payoff: Click the Purchase Option calculation pane to view the exact payoff figure, including itemized tax and rent breakdowns. Processing a payment through this pane automatically closes the account.