When you get to the service manager page you can search for the customer through the Account Receivable Record and you can also search for the location. It is possible to have more than one contract per location. You can access the contracts by clicking the ‘additional’ drop down menu and then ‘contract’.
The contract window’s fields that are required are written in red. The other fields are optional. Required fields include the customer number, start date, expiration date, anniversary date, division, billing frequency, Bill to customer, and service call day.
The coverage window will help you manage when equipment needs to be inspected and maintained. Once you open the coverage window you first need to add equipment, which can be categorized by either Equipment At Location or Equipment Attached to this Contract.
When inputting equipment, you will need to give each item an ID and define if it has components, and if so, list those components so you can track the maintenance on each part.
After you have inputted the equipment you can assign tasks and subtasks that are generated into service calls. Based on the codes that you set up in the system, it will automatically schedule service dates, estimate the hours needed to complete the work, technician skill level needed, and notes.
Additional Tips for using Contract Management
The system will automatically calculate the billing for you when you input in the Contract Amount, Start and Expiration Date and Billing Frequency.
Fields with an asterisk * are customizable, giving you the ability to label fields specifically to fit your needs.
You can attach files to each contract, giving users the ability to access original documents.
The Billing window gives you access to historical billing, including all invoices, their amounts and posting date