Service Management
Signature 2023 (18.6.8) Service Management Guide.pdf
Service Management Core
- Core Module Setup
- Using the Service Manager Window
- Setting up Service Classes
- Using Global Filters
- Working with Customer Records
- Using Temporary Customers
- Using Contact Management
- Working with Location Records
- Working with Equipment Records
- Working with 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
- Reminder Notes in Service Management
- Posting Payroll Transactions to Service Management
- Entering Signature GL Transactions
- Working with Time Zones
- Editing Service GL Transaction Journal Entries
- Scheduling Non-Technician Resources
Maintenance Contracts
- Maintenance Contract Setup
- 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
- Viewing Maintenance Contract History
- Troubleshooting Contracts
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
- Viewing Master Contract Service Call History
- Invoicing Master Contracts
- Closing and Renewing Master Contracts
- Escalating Master Contracts
- Using Service Level Agreements (SLAs)
Service Invoicing
- Service Invoicing Setup
- Creating Invoices
- Recording Payments Using the On Account Feature
- Printing and Posting Invoices
- Creating Credit Memos
- Using Microsoft Dynamics GP Purchase Order Processing with Service Management
- Provincial Sales Tax (PST) Invoicing
- Service Batch Invoicing
- Using Third-Party Billing
Utility Procedures
- Check Links
- Technician Reassignment
- Reminder Notes Reassignment
- Salesperson Reassignment
- Move Equipment
- Move Location Record
- Move Service Call
- Mass Complete/Close Service Calls
- Duplicate Equipment
- Duplicate Location
- Copy Task List
- Contract Utility
- Remove Notes
- Change Primary Document
- Update Time Zone Data