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Service

Service. Presented By: Jim Batty & Todd Grimm. Agenda. What’s New Redesign of Flat Rate Service Billing (Video) Time and Materials Templates for Service Billing Tips and Tricks Dispatch Board Mobile Service Ordering Parts to Complete Repairs. What’s New.

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Service

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  1. Service Presented By: Jim Batty & Todd Grimm

  2. Agenda • What’s New • Redesign of Flat Rate Service Billing (Video) • Time and Materials Templates for Service Billing • Tips and Tricks • Dispatch Board • Mobile Service • Ordering Parts to Complete Repairs

  3. What’s New • Redesign of Flat Rate Service Billing • New Flat Rate Template Setup Screen • Service >> Flat Rates and Item Templates • No longer created under - Inventory >> Lookup • Types • Simple FR Templates (Server & Mobile) • Previous Flat Rate Items are converted automatically when upgraded to Simple Templates • Complex FR Templates (Server Only)

  4. Complex Template Visualization

  5. Demonstration Time • How to Create Simple Templates • How to Create Complex Templates

  6. Flat Rate – Complex Items (Advanced)

  7. Demonstration Time • How to Create Master Templates • How to use Mater Templates to create Installation and other Templates • Adding a Work Order using Complex Templates

  8. Flat Rate – Complex Items • Notes on Complex Type • Are only visible on the Server Work Orders data. • Groups • Miscellaneous type inventory items cannot be selected • Service Mobile Devices • Complex Flat Rate Items are Not avail on the Service Mobile Device • Components will be download to the Parts Tab as part of a dispatched Work Order • IF Flat Rate item was added prior to dispatching • Complex Flat Rate Item will appear on the Service Mobile Invoice • IF Flat Rate item was added prior to dispatching

  9. Flat Rate – Complex Items • Installation Process steps • Create a Work Order normally • Print out the Installation Flat Rate Parts List • Give the list to the Installation technician • Dispatch the Work Order • Tech arrives on site and does the work • Records the part used on the Flat Rate Parts List • Completes the Work Order normally • Without entering materials on the Work Order • Returns the Jobs Flat Rate Parts List to the office (Dispatcher) • Office (Dispatcher) adds the Flat rate item to WO • Completes the components and equipment used based on the paperwork returned. • Prints and mails the Invoice to the Customer

  10. Flat Rate Items List - Sample

  11. Time & Materials Templates • Time and Materials Templates for Service Billing • Adds ONLY components to Work Orders • Types • Simple Templates (Server Only) • Complex Templates (Server Only) • T&M Templates are NOT available on Service Mobile • Will push components down to Service Mobile • IF added to a work order prior to dispatching • Demonstrate – If requested

  12. Tips and Tricks • Service Dispatch Board • Google Chrome - Drag & Drop Works (CE-SP3) • WO message displays on the call & in the tool tip • Filters • Make use of the – Includes all Except • Mobile Service • Customer Service History • Currently seeing about 9 months • Show it on Mobile Device (wo74463) • Will be adding - or greater of last 6 WO’s??

  13. Tips and Tricks • Ordering Parts to Complete Repairs • See Handout • Parts Needed • Parts Ordered • Parts Received

  14. THE END • Q & A • Sharing of Experiences and/or Processes • Thank-you for Attending • Lunch Time!

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