Using the Maintenance Contract Visit Wizard

The Visit Wizard provides an alternate method to create reoccurring MCC calls. These calls do not have attached tasks. To use the Visit Wizard, you must have marked the Enable Visit Wizard checkbox in the Maintenance Options window.

1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the Contract indicator.
3. Select a contract and select Visit Wizard.
4. Enter the Start Date and End Date of your recurring service calls. Start and end dates must be within the start and end date of the maintenance contract.
5. Mark the checkboxes if you want to skip Saturdays and/or Sundays.
6. Select Next to open the Service Call Template window. Information defaults into many fields.
7. To schedule the appointment, you must enter the Starting Time and Estimated Hours for the service call.
8. Select Create to create the service calls. The system checks the technician's existing service appointments, activity appointments, and shifts to verify whether the calls can be created as scheduled. Service calls that are scheduled have starting times and estimated hours entered. After choosing Create, a message displays stating the number of appointments scheduled.

If there was a conflict and the system couldn't schedule an appointment, you must manually schedule it. Open the Service Call Appointments window and enter a starting time and estimated hours for each unscheduled appointment.