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

Service Management Core

• Core Module Setup
• Setting Up and Using Document Management
• 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
• Adding 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

• Setting Up Server Stored Attachments
• Setting Up Physically Stored Attachments
• Designating the Default Document Storage Location (Optional)
• Using Advanced Document Management

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

Maintenance Contract Quotes

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

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)

Multicurrency Management

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

Sales Order Processing (SOP) Invoicing

• Choosing SOP Invoicing Options
• Using SOP Invoicing
• Tracking Warranty Transactions Through SOP

Service Call Quotes

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

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 SM
• 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