1. Goodman Distributor Training
for ServiceBench Extended Service Agreements Module

2. Areas of Focus Steps to Get Started
Entering Extended Service Contracts
Reporting Tools and Billing
Useful Tools and Look-ups

3. Steps to Get Started Set-up User Access Profiles
Establish Dealer’s “Plan” Pricing
Set-up your Dealers / Customers
Submit Authorized Dealer Agreements
Labor Rate and Flags

4. Setting up Users
In the blue bar, go to “Administration”

5. User Access Profile List
Select “Service Provider User Access Profiles”

6. User Access Profiles
This displays a list of previously created User Access Profiles

7. Access to Service Agreement Module
Users must have “Write” access

8. Steps to Get Started Set-up User Access Profiles
Establish Dealer’s “Plan” Pricing
Set-up your Dealers / Customers
Submit Authorized Dealer Agreements
Labor Rate and Flags

9. Managing Plans
To set the resale price, go to Service Contracts > Administration > and the Manage Plans link.

10. Searching for Plans
An easy way to find “Plans” without a resale price is to perform a “Search” without specifying criteria.

11. Listing the Plans
Click on the “Your Sale Price” column heading to sort. This brings the plans without resale prices to the top.

12. Enter the Dealer Price
Enter the Dealer’s price , then click the “Save” button.

13. Searching for Plans
Enter the plan number or search criteria then click the Search button to locate the plan(s) to modify.

14. Modifying Dealer Prices
The “Your Sale Price” column can be modified at any time. Click the “Save” button to establish the new dealer price.

15. To Make a Plan Ineligible to Purchase
Leave “Your Sale Price” to of the ineligible plan blank, Then click the “Save” button. Entering $0.00 makes the plan free.

16. Steps to Get Started Set-up User Access Profiles
Establish Dealer’s “Plan” Pricing
Set-up your Dealers / Customers
Submit Authorized Dealer Agreements
Labor Rate and Flags

17. Setting up a Dealer
Go to Main Menu > My Partners > Other Information

18. Setting up a Dealer
User permissions within the Service Contract module are driven by the User Access Profile.
Select Distributor Service Provider Maintenance

19. Setting up a Dealer
User permissions within the Service Contract module are driven by the User Access Profile.
Select “Add” to enter a new dealer

20. Setting up a Dealer Enter dealer information
Use your account number for dealer as the “Service Center Number”
Set “Status” to “Active”
Click on “Save
The system assigned ServiceBench ID number is the GoodCare/Asure number
Submit the Authorized Dealer Agreement to Houston

21. Steps to Get Started Submit Authorized Dealer Agreements
Set-up User Access Profiles
Establish Dealer’s “Plan” Pricing
Set-up your Dealers / Customers
Submit Authorized Dealer Agreements
Labor Rate and Flags

22. Goodman’s View
GoodCare Flag, Service Contracts Enabled, Labor Rate Established

23. Entering Extended Service Contracts
Create Contracts
Enter Data
How to find a dealer
Add Plans to Equipment
Purchase
View Contract

24. Creating a New Service Contract
To create a new service contract, go to Service Contracts > Contracts > and the Create Contract link.

25. Entering Contract Details
The Contract Details include some of the following:
Internal Contract Number = Paper Contract Number
Purchase Order Number = PO Number on your Goodman invoice
Brand = GoodCare or Asure paper
Internal Contract Number

26. More Contract Details
The Customer Information area includes installation and mailing address.

27. Enter Equipment Information
The Selling Entity who is associated with the sale – your dealer. You can use the magnifying glass to find the dealer.
Only enter the serial number of the equipment. The model will auto populate.
Click the “Add Product” Product button to select a plan.

28. Looking up Eligible Plans
Click the Plan Lookup icon to view the eligible plans based on model and serial number.
“Plans”, within ServiceBench, are Coverage SKU’s as defined by Goodman

29. Find Eligible Plans
Search using any criteria or simply perform a blank search by clicking the Search button. Easiest way is to key the plan number.

30. Selecting the Plan
Click the Checkmark icon next to the plan.

31. Completing the Purchase
Move the plan to the selected plan section by clicking on the right arrow.
After all serial numbers and associated plans have been entered, click the Purchase button to complete the contract.
To add more plans to the same Model/Serial number, repeat Plan Lookup steps
To add more Products to this contract, enter new Model/Serial number and click the Add Product button

32. Viewing the Service Contract
Click the View Contract button to view a PDF of the service contract.
View Contract button is available immediately after the contract purchase is completed

33. Completed Contract View
The service contract may be printed or ed directly from the PDF.
Additionally, the service contract may be saved to a hard drive for future generation.

34. Searching for Service Contracts
To generate a service contract, go to Service Contracts > Contracts > and the Search Contracts link.

35. Searching for a Service Contract
Search using any criteria such as the contract number. Then click the “Search” button.

36. Viewing the Service Contract
Click the View Contract button to view a PDF of the service contract.
View Contract button is available immediately after the contract purchase is completed

37. Reporting and Billing
Set-up User Access Profiles

38. Reports
To access reports, click on the Reports icon at the top of the screen.

39. Recently Run Reports
Recently run reports display for easy access and review.
Click on the Report Name to view the report.
Click on the Run icon to regenerate the report.

40. Accessing the Reports List
To view the reports list, go to the “Related Links” icon at the top of the screen, then select “Reports List”.
Reports may be run ad hoc or per a predefined schedule. A list of reports that run on a predefined schedule can be viewed by selecting the Scheduled Reports link.

41. Accessing Service Contracts Reports
The list of reports can be narrowed down to those that are service contract specific using the search criteria. Select the Service Contracts Report Category, then click the Search button.

42. Selecting a Report
The Service Contract Detail report allows distributors to track their dealer purchases and total sales. Select the Report Name.

43. Report Options
Select any existing template that was previously saved or select the “Define Custom Selection Criteria” button.

44. Determining Delivery Settings
Custom criteria includes delivery information such as format, method, and notification.

45. Selecting Report Criteria
Use the Service Provider ID and contract creation dates to track the dealer’s purchases and total sales. Then click the Submit Report button to run the report.

46. Accessing the Completed Report
Once the Status shows ‘Completed’ view the report by selecting the Report Name. ed reports are delivered at completion.

47. Service Contract Detail Report

48. Useful Tools and Look-ups
Entitlement
Product History
Registrations

49. Entitlement
Access from the Main Menu or through the Claims Menu

50. Entitlement View
Once the Status shows ‘Completed’ view the report by selecting the Report Name. ed reports are delivered at completion.

51. Product History
Claim History and Service History Detail is only available to the servicing dealer / distributor.

52. Registrations

53. Search for Product Registration

54. Registration Search Results

55. Product Registration Details
Once the Status shows ‘Completed’ view the report by selecting the Report Name. ed reports are delivered at completion.

56. Goodman Distributor Training
for ServiceBench Extended Service Agreements Module
Questions?