Daily procedures (or as needed)
Service Contracts
1. Enter the Contract for new equipment
2. Print the Contract for customer approval
3. Import the Contract into a Service Contract
Service Contracts
1. Enter the Service Contracts
2. Print the Contract Invoice Report
3. Capture the Contract Invoices
4. Print/update the Contract Invoice Register
Service Orders
1. Enter the Service Order
2. Enter the Service Tickets, include the Work to Be Performed, Technicians and Repair Parts
3. Print the Technician Schedule Report for unscheduled and scheduled service tickets.
4. Print the Service Ticket and/or Pick Ticket
5. Dispatch the Service Tickets
6. Record the technician’s service time include the description of the Work Performed and Issue Parts as necessary
7.Print/update the Service Time Register
8. Close the Service Ticket
9. Print the Service Invoice
10. Print/update Daily Sales Register and Service Recap
Meters
1. Print meter sheets
2. Capture meter readings
3. Update meters with current readings
Preventative Maintenance
1. Capture the Suggested Preventative Maintenance
2. Print the Suggested Preventative Maintenance Report
3. Import the Suggested Preventative Maintenance into the Service Order