CiO Newsletter
Letter from our president
Dear CiO Customers,
Happy New Year to All of our Clients, New, Old, and those yet to be! 2021 was a great year in spite of the virus and all the challenges we face. Hopefully, we are seeing the end of the virus as we cycle through the variants. The one thing that is normal, is Change and here at Cilio we make no exceptions.
Change is what we do to all our services as you will read in this newsletter. This year we have expanded the capabilities in CiO, our custom Partners Portal solution, and we are releasing our Enterprise Solution which combines the power of CiO and the Partners Portal for companies selling and installing thru branches and/or franchises. Using the incredible communication and tracking capabilities of CiO with the power of the Partners Portal, we are providing the visibility to large networks of partners with the common goal of keeping your partners and the consumers of your products and services satisfied in a secured environment. Cilio is highly committed to security in an ever-changing world of threats.
We are excited about 2022 which will be a year of new features including Quoting, Payment Processing and other capabilities that provide you with expanded ways to conduct business. Your business is always on the top of our mind, as we are committed to continuous quality improvement.
So here is to a great new year! We thank you for your business and look forward to serving you in the future.
Sincerely,
Randall Olejnik
Lead Safe Flag
Previously, if the detail was flagged as No-Tested Negative, No, not disrupting, or you did not do the detail, then the Install might not have a lead-safe flag. This caused issues on orders where IMS requested confirmation of Lead Safe on the Install.
Now these Installs requiring confirmation should be showing the Lead Safe Flag and should be prepopulated with the answer from IMS.
Q&A info on schedule & map
New, fast and easy visibility to all of your Job Questions and answers now show up as an additional pop-up on the calendar and the map.
Connected Accounts
With Lowes changing their business model. Cilio is able to connect accounts that may need to share information between them and finally update Lowes IMS.
Now, you receive the job from your retail partner, then assign the job to your subcontractor. The job copies into the subcontractor account, and they manage the job in their CiO. And pass the paperwork back to your account when they are done. You can define the data that is shared and designate ‘touch points’ where the job updates come back into the primary CiO account.
Intro: Lowe’s Payment API
We can automatically scan IMS for recent payments and then mark those jobs as paid in CiO. You have full control over when and where the job moves when we find a matching payment. Even helps identify those pesky exception payments not in your system yet. This control can be found in the company snapshot.
Options/My Settings/Company Snapshot
Click ‘edit’ just under your company address and scroll down.
You can set the move-to options. So that jobs don’t get pulled out of scheduled status if Lowes pays them early. And you can set one or multiple emails to receive a daily update on the payments showing what was matched and what was not.
Custom Hot Buttons
The ability to have more than one programming point in a single button. Just put ; in between each one. They will fire in the order that they are entered. Programming points are very specific codes to do specialized functions with integrations. Contact Cilio Support for a full list.
The most common programming points:
cio_job_set_followupdate_###### – Changes the Follow-up date in IMS
cio_lowes_excessmaterial_api – Captures the answer to the excess materials question in lieu of signing a COC
cio_lowes_complete_and_send_coc_in_lowes – Finds the related Lead-Safe file from the detail and sends it to IMS when you close the installation
Hot Button Surveys
You can setup an automation to dramatically boost your ratings on any online platform like Google, Facebook, Yelp, or just prep a client for an expected big-box survey coming. When your job hits a certain status in CiO, we automatically trigger a text or email to your customer thanking them for their business and to click a survey link.
This drops them off right on your Google page and with 2 taps leave you a good rating. Your online reputation improves dramatically, all with zero additional effort from your office team. To start this, ask our support team to help you setup the one Hot Button automation.
Hot button comments in additional places
If you have a hot button that is collecting comments (from installers, office, etc.) there is an additional control to include that comment to more places in addition to the standard email.
Buttons can be dragged to change positions they show on a job page. Just pick up the entire row and drag it to reorder your button list. This will also change the position on the job page.
We also added a copy button. For those times when you need to make several buttons with just one small change per button. Just click copy, and your new button will appear at the bottom of the list.
Intro: JIRA Tracking
Our new issues tracker for CiO is ready for takeoff! This will give you and your team greater visibility to issues that you have reported and allow you to receive real-time updates on progress. In the coming weeks, key members of your team will receive invitations via email to this new system.
Lead Safe Certification
Now you can store individual Lead Certifications per user. These can then be mapped into a template for easier LRRP forms
Catch lead safe jobs
Previously, if a job was closed using a hot button and IMS rejected the lead-safe answer (missing, invalid, etc.) there was no visibility to that issue until the job showed up on your IMS overdue list.
Now we are reading the IMS error code and can move the rejected job to a status of your choice for review. This should give you visibility to jobs that were completed with an incorrect/missing lead-safe answer and allow you to correct it before it becomes a problem.
Under options/My Settings/Job Status there is a designated status called Lead-Safe Review that you could activate for this purpose.
Color Coding By Job Status
Reporting access by role
You can now limit access to specific reports by role. Go into the Admin permissions and turn on the permission: Can change viewable report roles
Then go to the reporting section to set the access.
New KPI Report (Lowe’s)
In Options/Reporting you will find two reports focused on the KPI’s that Lowes tracks most often. These will allow you to have numbers at your fingertips.
Editing multiple permissions
Simple updates go a long way! Now you can edit multiple permission sets at the same time! Just select a role to edit, and check the edit box beside any additional roles that should also be edited.
Adv. search on homepage
Additional search fields can be found on the home page under ‘advanced’.
New features coming soon!
Check out our blog for more great articles and content!
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