Service Pro



Service Contracts and Asset Tracking

 

  • Service Contracts are as important, if not more important, than the initial sale. Managing contract, however, can be a clerical nightmare and, if not maintained properly, can result in lost revenue and poor Customer Service.
  • Track proposal expiration
  • Generate Service Contract Renewal Letters/Invoices with user-defined text
  • Write one contract for all or part of the customer's equipment
  • Single Contract for multiple sites
  • Multiple-Contracts per site option
  • Performance guarantees and response criteria
  • Contract Priorities
  • Synchronize all new equipment to same anniversary as current equipment automatically (Pro-rating )
  • Dramatically efficient Auto-Renew feature
  • Varying coverage by equipment
  • Auto-apply contract coverage with Warranty expirations
  • Preventive Maintenance Agreements
  • Deferred Income posting
  • Flexible Installment billings
  • Multi-year contract history
  • Transfer equipment from customer to customer
  • Contract Profitability Analysis
  • Auto record equipment with designated sales orders
  • Track Serial/Lot Numbers
  • Easy Equipment transfers
  • Direct Serial lookup regardless of ownership
  • Warranty and Contract coverage auto-displays
  • User definable Equipment grid
  • Sales and Vendor/Manufacturer information
  • Attach pictures, manuals, schematics, diagrams, drawings, etc. by equipment
  • Unlimited fields for user-defined Site Details such as Directions, Hours of Operation, etc.
  • Product Registration
  • Automatically "swap" out parent or component items


System Manager and Calls Center

Service Processing and Order Desk

RMA Administration and Repair Center

Service Contracts and Asset Tracking

Inventory & Advanced Serial/Lot Number Processing

Customer Management & Commissions

Chart of Accounts and GL Distribution

Specialty Solutions

Pricing

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