Service and Repair Recommended Operating Procedures

Daily Procedures (or as needed)

Service Proposals

1. Enter the Proposal for new equipment

2. Print the Proposal for customer approval

3. Import the Proposal 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 and Repair Parts

3. Print the Service Ticket and/or Pick Ticket

4. Dispatch the Service Tickets

5. Record the technician’s service time include the description of the Work Performed and Issue Parts as necessary

6. Print/update the Service Time Register

7. Close the Service Ticket

8. Print the Service Invoice

9. 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