DRB Patheon Onboarding Guide – Rinsed

Timeline and tasks for new customer onboarding with DRB Patheon as their POSa.

There are two stages in the onboarding process with The Car Wash CRM: (1) Technical Implementation & (2) Feature Enablement.

Technical implementation will be done with your implementation manager. It is the process of connecting The Car Wash CRM to your Point of Sale.

Feature enablement will be done with your Customer Success Manager. It is the process of turning on CRM features after the completion of the technical integration.

PLEASE NOTE:

Once Technical Implementation is complete your billing will start.

At this time, The Car Wash CRM will be fully connected to your Point-Of-Sale and you will be able to start setting up all of the features. In this phase, your Customer Success Manager is your point of contact.

Required Tasks in Each Phase:

For DRB Patheon, the following steps from you, Rinsed, and DRB Patheon are needed to complete both phases:

Technical Implementation Tasks
Your Tasks	Rinsed Tasks	POS Tasks
Provide Patheon Portal login Complete DRB connection steps Complete required Implementation Forms	Provide you clear instructions on all steps and requirements for DRB Patheon POS integration Build your Rinsed platform instance	Execute API access

PLEASE NOTE:

You are responsible for getting all required information from the POS. Rinsed will be there to assist and ensure the completion of all steps and work.

Feature Enablement Tasks
Your Tasks	Rinsed Tasks
Work with DRB on plan creation with guidance from Rinsed if not completed during implementation Request voucher codes from DRB Create graphics for downsell offerings and online sales Use our help center to get familiar with all things Rinsed	Your dedicated CSM will guide you through all CRM features. Your CSM will help to prioritize and launch features that align with your business goals, ensuring a timely setup. The Rinsed team will host feature specific webinars to answer FAQs and demo how each feature in Rinsed works. We will also highlight best practices and ideal use cases.

Timeline for Completion:

For DRB Patheon customers, the above tasks typically take 4 weeks to complete on average.

The provided timeline is an estimate. Customers who follow our recommended tips for accelerating the process may experience faster project completion, while those who face unexpected challenges might see extended timelines. With your commitment to this process, Rinsed will help you navigate all steps in collaboration with you and DRB Patheon.

What can speed up implementation:

Paying the full DRB invoice for API, not just the deposit as DRB will not begin work until it is fully paid
Providing the correct permission sets when creating a Rinsed user for the Patheon Portal
Ensuring you are on CardConnect as your payment processor
Executing Steps sent over by your IM as soon as they are sent

What can slow down implementation:

Failure to reach out to DRB to request API access
Failure to migrate to CardConnect payment processor in a timely manner

Communication Expectations:

To ensure the smooth completion of both Technical Implementation and Feature Enablement, email will be our primary method of communication. It is the fastest and most efficient way to reach your Implementation Manager and Customer Success Manager. While we will also provide our direct phone numbers, email remains the preferred channel for prompt responses. Additionally, Zoom video calls will be required at certain stages.

Pro Tip:

Want to get in contact with your IM or CSM? Send an email - it is the fastest and easiest way to reach a member of the Rinsed team.

Required Tasks in Each Phase:

Communication Expectations:

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