plan and schedule ahead service contracts presenter: debra walke

Plan and Schedule Ahead Service Contracts

Presenter: Debra Walke

Agenda Service Contract Profile Standard Contract Types Service Contract Setup Service Item Setup Creating Visits Service Contract Billings Monthly Revenue Posting Monthly Warranty Posting

Service Contract Profile

Revenue and Deferred Revenue GL Accounts

Options (Key Flags)

Categories Revenue 10 More

Distributions

Standard Contract Types Regular vs Time

Of Service Recognize

Revenue when Billed

Warranty Contract Visits Billing Revenue Addendum

Service Contract Setup

Service Items Visits, Billings,

Revenues Dates & Tables

(Reversing a Billing)

Quote/Estimate (available on the report generator)

Multi Techs Visit/Service Item

Service Item Setup

Unit type (link to Service Codes and Tasking/Check List Codes)

Belts and Filters Service Item Notes Service Item

Comments

Creating Visits

Date Range (monthly in advance)

Status to Include Credit Hold Credit Limit Tickets Checklist

and Worksheets

Service Contract Billings

Date Range Preview vs

Actual Regular

Contracts Only Conditions (as

filters)

Monthly Revenue Posting

Post Each Month Option to

Preview First Analyse using

Analysis of Revenue (Deferred Report)

Monthly Warranty Posting

Post Each Month Option to

Preview First Analyse using

Analysis of Warranty Report