Signature 2020 (18.03b05) Service Management Guide.pdf
-
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 -
Advanced Document Management Module -
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 -
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 -
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 -
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 -
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