How to create a NBN Storefront

First access the Docs Drive.

Next, find the Products folder.

When in the folder, click on the Nearby Now folder.

When in that folder, copy the NBN Team Template Excel sheet.

Next, go to the Customers Drive.

Click the Customer Files folder

Find the company you are setting up.

Look for a Docs folder. If they don't have one, create one.

Open the folder and paste the NBN Team Template document in it.

Open the document and put in the Company Name, Phone Number, and CID in the top. Then look at the Zoho ticket that was generated when the customer signed up and put in the technicians Full name in the Name field. Then put the phone number provided in the Cell Phone Number field and the username/email address and password will be generated.

Go to https://admin.nearbynow.co/ and sign into the nearby@online-access.com account. Once signed in, click the top right hand corner and choose Switch to Agency Account.

Once you are in the agency account, click the top right hand corner and choose Change Account.

On the account screen, click Add Account.

Fill out the info on the pop up and click Create Account.

Next, fill out the information on the New Account Setup page. Fill out the companies address, phone number, website, and logo. Then under Service Markets, check off the services that the company offers. When done click Save Company.

Next, put in the email address for the users you want to invite to the Company. You can get this list from the NBN Template sheet we moved over to this companies folder earlier. If you have more than 1 person to add, seperate each email address by a comma. When done, click Invite Users.

The account has now been created and the invites have been sent out.

To add the user to the NBN account, follow the instructions here.

When each account is added, you will be signed into the account every time. Before you sign out and add more users, turn OFF Send completed review notifications and Send system generated email correspondence. Then click Update User Account.

Once all the accounts are created, sign out of the users account and sign back into the company account. Click Team then Users.

Out of all of the users, give the owner/office manager/admin for Nearby Now the admin privilege by clicking the drop down on the right side for their name and clicking Make Admin.

Once they are admins, click Edit User from the drop down and change the following settings:

Roles:

Check off Admin User AND Reports Access. Never give Integration Access.

Notification Preferences:

Check off SMS Alerts and leave the other two blank.

If the customer is using their own email and not the oann.net email account, then check off email correspondence and Completed Reviews Email.

Sign out of the users account and sign back into the company account. Click Account Settings then Profile.

Scroll down until you see Global User Avatar. Before uploading the logo, go Canva and chose a new project. The project you should choose is new Facebook profile picture. Put the logo in there, make sure to save it as JPG or PNG and have a transparent background and download. Once that is created, click Choose File and find the picture. Once you have it, click Upload Company Avatar.

First access the Docs Drive.

Next, find the Products folder.

When in the folder, click on the Nearby Now folder.

When in that folder, open the Nearby Now Map APIs Excel sheet.

Check the excel sheet and see which NBN # you can give them. Start from top to bottom and assign the Company the lowest number you can from that sheet. If the number is red, choose the next series until that number is red. The limit on users per NBN number is 4. When you have the NBN number figured out, click the blue link button for the number.

First, double check you are in the right NBN API Project in the top left hand corner.

If you are in the wrong project, click the button and type in the correct Project Name "NBN #"

Once you are in the correct project, in the search bar at the top, search Credentials and click to open the API key.

When the link is opened, click API Key 1

Click Websites for the Application restrictions. Click Add and then put in the website domain, but you have to put it in this style: *.domain.com/* and then click Done.

Click Save.

Click Show Key when the page takes you back to the original screen.

Copy the API key in the pop up

Go to Nearby Now and make sure you are signed into the same storefront you want to add the API key too.

Click Account Settings then Profile.

Scroll down and paste the API key into the Google Maps API Key field and hit Save.

Next, go to https://admin.nearbynow.co/account/api and again make sure you are signed into the correct storefront. Copy the key on the page.

Find the customer in the lookup https://admin.pagepilot.com/NearbyNowAdmin and double click on their name. Paste the API Key in the API Token field.

Fill out the settings as below:

Review Number: 50

Check In Number Number: 50

Zoom Level: 11

Services in Title: Services the customer provides (Furnace, AC, Heat Pump, etc. Repair)

Company ID: Put in the CID

Hit Save Settings.

If you are installing this to a NBN-only customer and they have a wordpress site, go here for instructions on how to finish the setup there.

Ensure the cities on the right hand side are correct. If they are not correct, add a city by clicking the Add a City button then typing in the city and picking the state then clicking Add City.

If the cities are correct, click Create Pages and click Create Pages on the pop up.

Sign into the customers Pagepilot account.

Go to Site Content Manager and move the Reviews by City folder into the customers About Us folder. Enable all the cities in the folder to be live, but not the folder itself. Also, turn on the Reviews by City page.

Next, check all the city pages to make sure the title of each page looks correct. The page title should look like the sample in the picture or the one here (but with < and> instead of ( and )): (#NEARBYNOWSERVICESINTITLE) in City, State

Go to the customers review page and look at the city list. If the city list looks odd with how many cities they have, you can edit the columns by changing the number in the NearbyNowServiceCities tag by adding a "limit=X" in it.

If customer already has website with us and is adding NBN, a task will need to be created for Graphics to change to NBN script for Cities We Service section on the homepage.

Send an email to the customer from template about login info for users, double checking how many technicians they have and scheduling the training. Inform them they will not be billed until they schedule a training and billing will start either the day of the training or a few days beforehand.

These steps are only possible once the customer has scheduled their training!

Also, do NOT do these steps until a few days before or day of the training!

First, email billing to start the charges for the customer. Double check and make sure how many techs they have as that can determine the price, then provide the price, CID, company name to billing to begin billing them for NBN.

Next, sign into the customers NBN and go to their Billing under Account Settings. Once there, click on the gears in the top right hand corner and click Change Plan.

When choosing a plan, ALWAYS choose SEO Master and click Choose Plan.

On the next screen, use LastPass to fill out the CC info and click Change Plan.

After that, go to Account Settings then Survey

In the External Review Sites section add the customers GBP Reviews link, Facebook, and BBB (Only if they are accredited).

To get their Google, you just need their PlaceID, which you can get in the Google Tools of Pagepilot and add it to the end of this url: https://search.google.com/local/writereview?placeid=

For Facebook, go to their Facebook profile and click Reviews and copy the link for that page.

For BBB, just go to their BBB page and copy the link.

For all 3, use the same link for desktop and mobile.

Next, scroll down to the Intelligent Review Routing section and apply the following settings

Lastly, scroll down to Spot-On for Google Location Reviews and click Manage Spot-On for Google.

Click the Add Google Location button.

Choose the Online-Access account and click Select This Google Account.

Search for the company you want to add and click the Search Locations button.

Once you find the GBP, click the Add This Google Location button.

After that, you can go back to the previous page and at the very bottom click the Save Configuration button.

Find the CID for the company and at the top before signing in, click the "Company Products" button.

Inside the company products, scroll down to Nearby Now and turn on either the generic NBN product or the GAL NBN one if the customer is a GA Larson customer. It should be noted in the signup form which the customer is.