Signature 2023 (18.6.8) Service Management Guide.pdf
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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 -
Advanced Document Management -
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 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 -
Creating Maintenance Contract Invoices -
Maintenance Contract Setup -
Troubleshooting 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 Setup -
Creating Invoices -
Recording Payments Using the On Account Feature -
Printing and Posting Invoices -
Using Microsoft Dynamics GP Purchase Order Processing with Service Management -
Provincial Sales Tax (PST) Invoicing -
Service Batch Invoicing -
Using Third-Party Billing -
Creating Credit Memos -
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