Service Management

Service Management Introduction

• Integration with Microsoft Dynamics GP
• Symbols, Buttons, and Indicators
• Signature Home Pages
• Signature Action Lists
• Batch Naming Conventions for Service Management

Core Module Setup

• Signature Setup Checklists
• Using SmartList Objects for Signature Products
• Setting Up Security
• Viewing Application and User Activity Information
• Choosing Service Options
• Setting Up Auto Numbering
• Choosing Service Management Debit Accounts for Cost Transactions
• Setting Up Payroll and Overhead Offset Accounts
• Selecting a Service Call Numbering Method
• Labeling User-Defined Fields
• Setting Up Lookup Window Data
• Setting up Technicians for Double-Booking
• Setup for Non-Invoice Module Users
• Setting Up Salesperson Records
• Setting Up and Using Document Management

Service Invoicing Module Setup

• Choosing Invoice Options
• Setting up Travel Costs
• Setting up Invoice Accounts
• Setting up the Master Tax Schedule
• How Taxes Are Calculated
• Creating a Pricing Matrix
• Creating Labor Rate Groups
• Labeling Invoice User-defined Fields
• Using Word Templates

Maintenance Contract Module Setup

• Choosing Maintenance Options
• Setting up Maintenance Accounts
• Labeling Maintenance User-Defined Fields
• Setting up Maintenance Lookup Windows
• Setting up Contract Types
• Writing Off a Trailing Purchase Price Variance
• Setting up Scheduled Maintenance Tasks
• Setting up Task Based Expense Accounting
• Enabling Task Based Expense Entry
• Reconcile Maintenance Contract Password Setup

Core Module Procedures

• Using the Service Manager Window
• Setting up Service Classes
• Creating Customer Records
• Using Contact Management
• Creating Location Records
• Creating Equipment Records
• Creating Building Records
• Working with Service Calls and Appointments
• Integration with Equipment Management Series
• Using the Dispatch Board
• Using the Technician Board
• Using the Service Monitor
• Scheduling Non-Technician Resources
• Reminder Notes in Service Management
• Using Temporary Customers
• Posting Payroll Transactions to Service Management
• Entering Signature GL Transactions
• Working with Time Zones
• Editing Service GL Transaction Journal Entries

Service Invoicing Procedures

• Creating Invoices
• Recording Payments Using the On Account Feature
• Printing and Posting Invoices
• Using Third-Party Billing
• Creating Credit Memos
• Using Microsoft Dynamics GP Purchase Order Processing with Service Management
• Provincial Sales Tax (PST) Invoicing
• Service Batch Invoicing

SOP Invoicing

• Choosing SOP Invoicing Options
• Using SOP Invoicing
• Tracking Warranty Transactions Through SOP
• Using the Change Primary Document Utility

Multicurrency Management Module

• Invoicing Service Calls Using Multicurrency Management
• Using Multicurrency Management with Service Credit Memos
• Using Multicurrency Management with Maintenance Contracts

Maintenance Contract Procedures

• Creating a Maintenance Contract
• Working with Contract Revenue and Costs
• Editing Maintenance Contract Billing Information
• Using the Contract Coverage Window
• Using the Maintenance Contract Visit Wizard
• Adding Costs to a Maintenance Contract
• Creating Maintenance Contract Invoices
• Creating Maintenance Contract Credit Memos
• Month End Reconciliation Procedures
• Renewing Maintenance Contracts
• Closing Maintenance Contracts
• Clearing Current Year Costs from Maintenance and Master Contracts
• Using Labor Loading
• Maintenance Contract Reports
• Escalating Maintenance Contracts

Using Master Contracts

• Setting up Master Contracts
• Creating Master Contracts
• Assigning New Maintenance Contracts to a Master Contract
• Assigning Existing Maintenance Contracts to a Master Contract
• Viewing Master Contract Billing Information
• Viewing Master Contract Profitability
• Invoicing Master Contracts
• Closing and Renewing Master Contracts
• Escalating Master Contracts
• Using Service Level Agreements

Maintenance Contract Quote Module

• Generating a Maintenance Contract Quote
• Creating a Quote Task List
• Copying a Quote Task List

Service Call Quote Module

• Setting up Service Call Quotes
• Creating a Fixed Rate Quote
• Creating an NTE Quote

Utility Procedures

• Technician Reassignment
• Salesperson Reassignment
• Moving Equipment Records
• Moving Location Records
• Mass Completing and Closing Service Calls
• Moving Service Calls
• Duplicating Equipment Records
• Duplicating Location Records
• Copy Task List
• Moving or Copying Contract Information
• Remove Notes
• Checking Links
• Update Time Zone Data