Making the Most of Club Memberships in SuccessWare ® 21

1. Making the Most of Club Memberships in SuccessWare®21

2. Agreements in SuccessWare®21 • Overview of Agreement Elements • Selling an Agreement • Scheduling Maintenance Visits • Performing Maintenance Visits • Cancelling Agreements and Visits • Processing Periodic Billings • Processing Renewals • Agreement Related Marketing

3. Elements of an Agreement • What are my Choices? • Selecting Equipment • Creating Visits Due • Saving Agreement Templates

4. Elements of an Agreement • Coverage • Maintenance • Service • Both • Term • Fixed • Perpetual • Payment Type • Periodic Billing • Prepaid • Time of Service • No Charge Deferred Revenue Maintenance Only Service Reserve They must be included on a posted AR Invoice Service Only Agreements Must be Activated! How?

5. Elements of an Agreement?

6. Elements of an Agreement?

7. Elements of an Agreement?

8. Elements of an Agreement?

9. Elements of an Agreement?

10. Elements of an Agreement?

11. Saving an Agreement Template

12. Selling an Agreement • As Part of Job • Without a Job

13. Selling an Agreement as Part of a Job

14. Selling an Agreement as Part of a Job

15. Selling an Agreement as Part of a Job

16. Selling an Agreement as Part of a Job

17. Selling an Agreement Without a Job

18. Selling an Agreement Without a Job

19. Selling an Agreement Without a Job

20. Scheduling Agreement Visits • Creating a List of Visits Due • Agreement Manager • Visits Due Report • Creating Marketing List with Visits Due • Scheduling Agreement Visits through Call Taking • Scheduling Agreement Visits from the Dispatch Board

21. Unscheduled Scheduled Invoiced Cancelled Agreement Visit Status Usually, No Job Exists Yet just the Visit Due “Reminder” “Open Visit" or “Visit Due” Job now exists and is on the Dispatch Board • Visit is Completed • Next “Visit Due” is created and customer reminder is updated • Any Deferred Revenue is realized Same as Invoiced except visit is marked as “cancelled”

22. Creating a List of Visits Due- Agreement Manager

23. Creating a List of Visits Due- Agreement Manager

24. Creating a List of Visits Due- Agreement Manager

25. Creating a List of Visits Due- Visits Due Report

26. Creating a List of Visits Due- Visits Due Report

27. Scheduling Visits- Call Taking

28. Scheduling Visits- Call Taking

29. Scheduling Visits- Call Taking

30. Scheduling Visits- Dispatch Board

31. Scheduling Visits- Dispatch Board

32. Performing Agreement Visits

33. Performing Agreement Visits

34. Performing Agreement Visits

35. Cancelling Agreements and Visits • Cancelling a Maintenance Agreement • Cancelling a Single Visit • Cancelling Visits in Batch

36. Cancelling an Agreement

37. Cancelling an Agreement

38. Cancelling a Single Agreement Visit

39. Cancelling a Single Agreement Visit

40. Cancelling Agreement Visits in Batch

41. Processing Periodic Billings • Pull up billings due in batch • Batch create un-posted AR Invoices • Mark the invoices as paid in batch • Post the invoices in batch

42. Processing Periodic Billings

43. Processing Periodic Billings

44. Creating Agreement Renewals • Creating Batch Renewals • Renewing an Agreement on a Job

45. Creating Batch Renewals

46. Creating Batch Renewals v v v

47. Renewing an Agreement on a Job

48. Renewing an Agreement on a Job

49. Renewing an Agreement on a Job

50. Agreements in Marketing • Marketing to Customers who have Agreements • Marketing to Customers who do NOT YET have Agreements