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Request a collection for one of your customers

When one of your customers calls needing a mobile collection, you can request it for them without leaving your own company. Pick them at the top of the request form, and the collection and its results belong to them. You can also step into their company and request it from there.

Steps 1 to 3

Request it from your own company

This is the quick way, with no switching. The collection still belongs to your customer, so their lab account, MRO, DER, billing and results all follow it, and its page shows that your company placed it.

Dashboard → Request a Collection → Requesting for

Will I hear about it?
You get the same texts anyone who requests a collection gets, when a collector accepts it, arrives, and completes it. For the emails as well, open Team Information, go to the Notifications tab, and turn on Your managers, for subaccounts. That also tells everyone else who manages your company, and it is off until you turn it on.
Why is one of my companies not on the list?
The list shows the companies under yours, except collection companies, because their people collect rather than get tested.
Can my customer see it?
Yes. It sits on their own Collections list as one of theirs, and their managers hear about it the way they hear about any of their collections.
Choose your customer under Requesting for Choose your customer under Requesting for Choose your customer under Requesting for Choose your customer under Requesting for
1
Choose your customer under Requesting for

A manager of a reseller sees this at the top of the request form. It lists your own company first, then each of your customers. Picking one reloads the form for that company.

Fill in the request and click Request collection Fill in the request and click Request collection Fill in the request and click Request collection Fill in the request and click Request collection
2
Fill in the request and click Request collection

The people, sites, test types and usual choices are now your customer's. Anyone you add from here joins their team, not yours. Topic 5 walks through every field, and Topic 6 covers a DOT collection.

Follow it under Subaccount Collections Follow it under Subaccount Collections Follow it under Subaccount Collections Follow it under Subaccount Collections
3
Follow it under Subaccount Collections

This menu item lists every collection across your customers, whoever requested it, with a filter for each company. Open one from here to look after it without leaving your own company.

Steps 4 and 5

Or step into your customer's company

You can also do it from inside their account, which suits you if you are already working there. Everything starts from your list of customers.

Reseller Subaccounts in the menu

Do I need my customer's login?
No. As a manager of your reseller account you can step into any company in your network with your own sign-in, the same way Topic 13 shows.
Search for the customer and click Switch to this company Search for the customer and click Switch to this company Search for the customer and click Switch to this company Search for the customer and click Switch to this company
4
Search for the customer and click Switch to this company

Type part of the company name in Search Subaccounts to narrow the list. Switch to this company takes you inside their account and lands you on their dashboard.

Check the banner Check the banner Check the banner Check the banner
5
Check the banner

The banner across the top says whose company you are working in. Anything you do now happens in their account, and the button at its end takes you back to your own company when you are done.

Steps 6 and 7

Check who will hear about it

Next we make sure the right people are told. A collection requested here sends its emails and texts to this company's managers, so anyone at your company who needs all of them has to be on their list.

Team Members → Manage

Why am I not told about a collection I requested?
You get the texts anyone who requests a collection gets, when a collector accepts it, arrives, and completes it. The rest go to the people on that company's Team Members list who are Managers with Collection notifications ticked, and stepping into a company does not add you to its team. If you created the company with Add me as a Team Manager ticked, you are already on it.
Someone else at my company needs to follow it.
Add them on this company's Team Members page with the Role set to Manager. Once they accept the invitation, this company's collections reach them as well. Do this once per customer, not once per collection.
Click Team Members Click Team Members Click Team Members Click Team Members
6
Click Team Members

This is your customer's team, not yours. Look for yourself, and anyone else at your company who should follow their collections, listed as a Manager.

Click Manage beside your name and check Collection notifications Click Manage beside your name and check Collection notifications Click Manage beside your name and check Collection notifications Click Manage beside your name and check Collection notifications
7
Click Manage beside your name and check Collection notifications

With the Role set to Manager and Collection notifications ticked, you get the emails, texts and app notifications about each of this company's collections. Click Save if you changed anything.

Step 8

Request the collection

Now request it exactly the way your customer would.

Dashboard → Request a Collection

Fill in the request and click Request collection Fill in the request and click Request collection Fill in the request and click Request collection Fill in the request and click Request collection
8
Fill in the request and click Request collection

Choose the person being tested from your customer's team, the reason and the test type, then the address and anything else the form asks for. Topic 5 walks through every field, and Topic 6 covers a DOT collection. Nearby collectors are dispatched as soon as you send it.

Step 9

Return to your own company

The collection is in your customer's account now, where they can follow it and see the result.

Banner → Return to your company

Can I check on it later?
Yes. It is under Subaccount Collections in your own menu, or step back into the same company the same way, and it is on their Collections list with everything else they have requested.
Find it on their Collections list, then click Return to your company Find it on their Collections list, then click Return to your company Find it on their Collections list, then click Return to your company Find it on their Collections list, then click Return to your company
9
Find it on their Collections list, then click Return to your company

The new collection sits on your customer's Collections list, marked as created by you, with its status as it moves along. When you are finished, the button in the banner takes you back to your own company.

You should now be able to
What is next

Once it is requested, you can look after it for them as well. Topic 15 covers correcting it, assigning a collector, marking progress, adding results, and completing or cancelling it.