Service Contracts - Getting Started
Access Service Contracts options from the Site Map and Service Contracts Info Bar. This module is integrated with Work Order and Accounts Receivable.
Service Contracts Installation
Use the menu to set up the Service Contracts module. Options include default properties (such as work order dispatch status and priority) and user-defined fields. See Installation Overview for details.
Service Contracts Maintenance
Use the menu to create and manage service contracts. In order to create a new service contract, you must first set up maintenance codes for contract types (for example, full maintenance, inspection, and warranty) and labor billing rates. Optionally, you can set up contract-specific labor billing rates in the Service Contracts module. See Maintenance Overview for details.
- Contract Type File Maintenance, which govern the billing source (work order or service contract) and establish the About the Default Earned Revenue Basis for a Service Contract for a contract.
- If applicable, create a list of Service Contract Description Maintenance that you can re-use across contracts.
- Create Service Contracts. Follow the Info Bar links for the Service Contract module to complete
contract setup. Note: Click the Status button in the upper right of the Service Contracts screen to filter or view contracts based on their status: Proposal, Active, Inactive, or Expired Proposal.
- Service Contract Main Properties, including general contract, maintenance work order, notes, and exception information.
- If applicable, Service Contract Covered Equipment, New Contract Equipment - Components, and associated New/Edit Contract Components - Warranty.
- If applicable, set up contract-specific labor
billing rates. These rates apply to labor performed on maintenance
work orders outside of the scope of the service contract.
If multiple labor billing rates exist, the system uses the Labor Billing Rate Hierarchy (contract, site, customer, and standard rate) to determine the appropriate billing rates.
- Create Service Contract Billings. You can calculate billing amounts manually or have the system calculate them automatically.
- Service Contract Visits for a contract.
- Review the Service Contract Main Properties for details about earned revenue, work order revenue, total revenue, total cost, and gross profit.
- Service Contract Form.
Service Contracts Data Entry
Use the menu to create and manage work orders, prepare proposals, schedule contract visits, print schedules, and bill service contracts. See Data Entry Overview for details.
- Create Work Orders.
- Process Contract Billing.
- If applicable, Earned Revenue Processing for a period.
As Needed
- Reverse Earned Revenue Processing for a prior month.
- Contract Renewal Management, or Renew Service Contract.
Reports and Inquiries
- Review Reports Overview.
- Review Inquiries Overview.
