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 changed to Active, you're ready to process the contract: The service tasks associated with a maintenance contract can be “pushed” into the future based on a set number of days. For ins...
Overview
Video
Maintenance Contracts
Recurring
Recurring Maintenance
Manage Maintenance Contract
Process Maintenance Contract
Maintenance Contract Push
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 created based on the contract information.  - There are two ways to create a maintenance contract:  #1 Manually #2 Based on a saved template.   - Once the contract is created, it has a statu...
Manual Maintenance Contract
Create Contract
Add Equipment to Contract
Update bill to and ship to
Update Schedule Details
Change status of contract
Add items to contract
maintenance contract
Video
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 created based on the contract information. There are two ways to create a maintenance contract: manually, and based on a saved template. Once the contract is created, it has a status of Open-Dr...
maintenance contract
creating contract
contract template
Video
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 Invoices.  - The Search Open Contract Invoices queue displays all Open Invoices associated with a Maintenance Contract.   Once a Contract Invoice has been paid in full it will not show in t...
Maintenance Contracts
Receive Payments
Auto-payments on file
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 technician. Tasks marked as Completed or Cancelled will not be reassigned. Step 1: Open the Search Contract screen (Administration > Maintenance Contracts > Search Contracts). Step 2: Hig...
Reassign Tech
Maintenance Contracts
Tech
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 replacement product regularly. Maintenance Contracts are comprised of two major components: #1 Scheduled tasks  #2 Sales or service orders  You create a new contract (or use an existing co...
Auto-Shipping
Maintenance Contracts
create maintenance contract
setup auto-ship
processing payments
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 > Maintenance Contracts > Search Open Contract Invoices Step 2: Use the Has Credit Card on File Only box to limit the list to only invoices for customers with a credit card on file. Step 3: Highligh...
Mass Pay with Card
Card on File
Maintenance Contracts
auto payments
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, Weekly Spa Service, Monthly Pool/Spa Service, Quarterly Chimney Sweep, Yearly Fireplace Inspection, etc.  - The contract type is used as a filter in the Search Contracts, Search Open Contrac...
Setup/Configuration
Contract Type
Create New Contract Type
maintenance contract
Maintenance Contacts - Process This Contract Now
Details: Click the Process This Contract Now button on the Schedule-Unprocessed tab of the Contract screen (Administration > Maintenance Contracts > Search Contracts > Open a contract) to run the Contract Processing Job immediately on the selected job.  - When the Contract Processing Job runs, it checks the current day to the Contrac...
processing contract
Maintenance Contracts
search contracts
process contract now
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 employee. Step 1: Open the Search Contracts screen (Administration > Maintenance Contracts > Search Contracts). Step 2: Highlight all the contracts you wish to change in one of the fo...
Maintenance Contracts
reassign employee
search contracts
Maintenance Contract - Change Contract Status
Step by Step: Step 1: Open the Contract Search screen (Administration > Maintenance Contracts > Search Contracts). Step 2: Highlight the Contract and click Update. Step 3: Click Change Contract Status. Step 4: Select the appropriate status.  - Open-Draft: The Contract is being created. No orders or tasks are created while a contract is...
maintenance contract
contract status
change status
open-draft
open-active
open-hold
Cosed-completed
closed-cancelled
Maintenance Contract - Mass Invoice
Step by Step: Follow the steps below to invoice multiple open orders.  Step 1: Open the Search Open Contract Orders screen (Administration > Maintenance Contracts > Search Open Contract Orders).  - The Search Open Contract Orders queue displays all Open Orders associated with a Maintenance Contract. Once a Contract Order has been fully i...
maintenance contract
mass invoice
invoicing contract
Maintenance Contract - Mass Print Orders
Step by Step: Follow the steps below to mass print contract orders. Step 1: Open the Search Open Contract Orders screen (Administration > Maintenance Contracts > Search Open Contract Orders).  - The Search Open Contract Orders queue displays all Open Orders associated with a Maintenance Contract. Once a Contract Order has been fully invo...
maintenance contract
mass print
print orders
search open contracts
mass print orders
print order
print order beta
print packing slip
print delivery slip
Process Maintenance Contracts
Details: On a nightly basis Evosus processes any contracts that are in an Open Active Status. However, if you need to immediately activate a contract (automatically create the order and schedule tasks) you must manually activate the contract using the Process Maintenance Contracts utility (Administration > Maintenance Contracts > Utiliti...
Maintenance Contracts
utilities