AutomatedService

Online Educational Series – Getting The Most Out of AutomatedService

PART 2 - Sessions 6 of 9 - Agreements & PMs

Learn how to create service agreements in AutomatedService for different types of Agreements, PMs, Maintenance, etc., and explore the basics of processing the routines related to Agreements.

Get insight to:

• Creating Agreements and setting-up a automated billing process for renewals

• Setting-up different Agreement Types

• Integrating Service Job information with a specific Agreement

• Recording equipment associated with an Agreement

• Understanding the relationship of the Planned Maintenance Agreement with Equipment

• Creating scheduled Service Jobs for Planned Maintenance

Session 6 includes:

• Creating Agreements

• Agreement Types

• Service Job integration

• Scheduled Planned Maintenance

• Scheduled Planned Billing

• Agreement Renewal Invoicing

• Deferred Revenue Register

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!