Maintenance Contracts

Maintenance Contracts - Overview
Related Video Content: This video covers how to manage your contracts and orders efficiently: Once a contract is setup and the status chang...
Mon, 1 Oct, 2018 at 3:52 PM
Create New Maintenance Contract - Manually
Related Video Content: Details: Maintenance contracts are automated. You create them once, and the service orders and tasks are automatically crea...
Tue, 5 Mar, 2019 at 3:53 PM
Create New Maintenance Contract - Using a Template
Related Video Content: Details: Maintenance contracts are automated. You create them once, and the service orders and tasks are automatically crea...
Tue, 2 Oct, 2018 at 12:31 PM
Maintenance Contracts - Receive Payments
Step by Step: Receive Payments Step 1: Open the Contract Order Search screen. Go to Administration > Maintenance Contracts > Search Open Contract In...
Mon, 4 Feb, 2019 at 9:30 AM
Maintenance Contract - Reassign Tech
Step by Step: Contracts can be mass reassigned to different technicians. This will change the technician on processed AND unprocessed tasks to the new tech...
Mon, 4 Feb, 2019 at 11:17 AM
Use Maintenance Contracts for Auto-Shipping
Details: You can use the Maintenance Contracts feature to offer your customers an auto-ship program to ensure that they are purchasing new cartridges or re...
Tue, 2 Oct, 2018 at 12:49 PM
Mass Pay Maintenance Contracts with Card on File
Step by Step: Follow the steps below to pay maintenance contracts using the card on file for those customers. Step 1: Go to Administration > Maintenanc...
Tue, 2 Oct, 2018 at 12:53 PM
Maintenance Contract - Create New Contract Type
Details: Use contract types to categorize maintenance contracts by the services that you provide. For example, Weekly Pool Service, Monthly Pool Service, W...
Mon, 4 Feb, 2019 at 11:56 AM
Maintenance Contacts - Process This Contract Now
Details: Click the 'Process This Contract Now' button on the Schedule-Unprocessed tab of the Contract screen to run the Contract Processing Job i...
Tue, 5 Mar, 2019 at 9:35 AM
Maintenance Contact - Reassign Employee
Step by Step: Contracts can be mass reassigned to different employees. This will change the primary employee on open and future contract orders to the new ...
Tue, 5 Mar, 2019 at 9:43 AM