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