FazeOne Plus
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Customer
Vehicle
Services Needed
Notes
Recent Activity

No previous visits

Quote
Subtotal$0.00
Tax (8.25%)$0.00
Total$0.00
Schedule Appointment
Assign Vendor

No history records found

Customer Vehicles

No vehicles on file

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Customer Management

Track customer information, service history, and manage relationships.

Name Phone Email Address Status Vehicles Services Last Contact
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Service Workflow

Quote # Customer Phone Vehicle Status Vendor Confirmation Payment Appointment Actions
Select a record from the Status Board to view details.
Vendor Services Zipcode Phone Rating Status
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Select a workflow item from the Status Board, then set the appointment here.

Quotes

Quote # Customer Vendor Status Total Created Actions

Vendor Billing

Incoming Estimates — Vendors submit cost estimates here after completing work. Review the totals and line items, then open the workflow to approve or reject each estimate. Approved estimates automatically create a billing record with commission.
0Awaiting Review
$0.00Total Pending
0Approved
Estimate # Vendor Customer Vehicle Total Submitted Status Actions
Commission Billing — Each approved estimate generates a billing record with the commission owed by the vendor. Pending records are awaiting collection — click View to see invoice details, or Complete Payment to open the workflow and record collection.
$0 Commission Billed
$0 Commission Collected
$0 Commission Outstanding
$0 Commission Overdue (0)
$0 Paid Job Total
Logged Customer Vendor Invoice Service Commission Due Job Total Due Status Actions
Commission Collections — Track commission payments collected from vendors. Pending records are awaiting vendor payment — mark Complete once the vendor has paid. Click the service request link to open the full workflow.
0Awaiting Collection
$0.00Outstanding from Vendors
0Collected
$0.00Total Collected
Payment # Vendor Amount Service Request Status Created Completed Actions
Collections — Overdue commission invoices escalate through warning stages automatically. Active escalations need attention — resolve them once payment is received, or they progress to legal action.

Payment Escalations & Collections

0Active Escalations
0In Collections
$0.00Total Outstanding
0Resolved
Vendor Invoice Amount Interest Total Due Level Status Actions

Accounting

$0.00Total Invoices
$0.00Outstanding
$0.00Total Expenses
$0.00Net Income

Expenses by Category

Tax Deadlines

Compliance Alerts

Expense Management

Expense #DateCategoryDescriptionAmountStatusActions

Analytics Dashboard

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Service Level

- Waiting
- Missed
--:-- Max Wait
--:-- Avg Time
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Available

Workflow Status

Revenue (14 Days)

Live Activity

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Agent Status

On Call 0
Available 0
Offline 0
$-- Collected (30d)
$-- Pending
-- Invoices
$-- Avg Invoice

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Staff Agent

About Me

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Intakes Created --
Jobs Handled --

Account Information

Agent Account

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Display & Notifications

RingCentral Phone

Audio Devices

--
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OUTPUT LEVEL
75%

Voicemail

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Incoming Call

New Lead Intake

1
Customer
2
Vehicle
3
Service
4
Review

Contact Details

Address

Customer Notes

Vehicle Details

Additional Details (Optional)

Services Needed *

Select all that apply

Assignment & Outcome

Call Notes

Lead Summary

Customer -
Phone -
Vehicle -
Service -

Review & Confirm

Please review all details before submitting. Click Back to make changes.

Customer Information
Name-
Phone-
Email-
Address-
Vehicle Information
Vehicle-
VIN-
Mileage-
Color-
Services Requested
-
Additional Details
Priority-
Assignment-
Outcome-
#--

Work Order

--
--
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Services Requested

Description Qty Unit Price Total
Subtotal $0.00
Tax (8.25%) $0.00
Total $0.00

Schedule Appointment

Assign to Vendor

Review & Confirm Submission

Pending

Service Request Details

Customer

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Vehicle

Year/Make/Model --
Trim --

Services & Invoice

Service Qty Price Total
Subtotal $0.00
Tax (8.25%) $0.00
Total $0.00

Assigned Vendor

Not Assigned
--

Status & Scheduling

Workflow Status
Customer Confirmation
Scheduled Not scheduled
Created --

Vendor Billing

Pending

No vendor estimate submitted yet

Activity Timeline

No activity recorded

RingCentral WebRTC Softphone
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Call History

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