Shop Name:
Contact Name:
Shop Phone: (xxx-xxx-xxxx)
I will Fax
six (6) Random Invoices from old systems History to
Mitchell1 at 858-391-5266 . Used by Mitchell1 to
verify customer’s information has been converted correctly.
I will Verify
Customer Information by checking several
customer records to make certain the customer’s phone numbers
appear and correct labels in Manager if necessary. I
understand conversions are only able to import
two primary phone numbers for each contact.
I will Verify
Vehicle Information when first
opening or creating a new order for an imported customer when
selecting the drop downs for the customer’s Year, Make and
Model.
I
understand Historical Invoices will be imported for
reference and will include work performed and parts used.
Historical Invoices migrated from your legacy may not
include sales tax and or hazmat and shop supplies
charges .
I understand that
Financial Information items such as
previous payments, credits, account numbers and check numbers
will not appear in the converted data.
I understand
Work in Progress items which include
open orders will not appear in Mitchell or ShopKey, only items
previously posted.
I understand
Invoice Numbers from my legacy system will not
be the same as in the Mitchell or ShopKey management
system.
I will
Verify Converted Database , comparing 25
random Customer’s Information, Vehicle Information and History
Information with original Management Program. I promise to
compare and inform Mitchell1 Transporter Agent of any missing
information within 10 days.
I understand
Open Accounts Receivable information will not appear in
the converted database. Prior to the conversion I agree to run
an Accounts Receivable report in my current system if
applicable.