AutomatedService

Online Educational Series – Getting The Most Out of AutomatedService

PART 2  - Session 1 of 9 -  Service Master Files  

Learn more about Service Site, Service Job, and Equipment Records within AutomatedService and how they can be used to track all the pertinent information regarding the customer, related service jobs and equipment.

Get insight to:

• Linking to accounts receivable and entering information about sales and marketing

• Processing work orders and transactions associated with a service job

• Creating an equipment record for a service job

• Tracking serial numbers, warranty information, components, and material required

Session 1 includes:

• Service Site Records

• Service Job Records

• Equipment Records

Free to Client Care Customers: We encourage all of our customers to take advantage of this valuable program!! Tuition is free of charge for customers with Client Care support contracts.  Cost is $120.00 for customers without a Client Care support contract.

*NOTE:  All class times are listed in Central Standard Time!