AutomatedService

Online Educational Series – Getting The Most Out of AutomatedService

PART 2 - Session 9 of 9 – AutomatedService Setup Codes

Learn about defining how AutomatedService will work for your service business by setting-up specific codes that relate to your business processes.

Get insight to:

• How setup codes affect financial reports: revenue account, cost accounts and WIP

• How code maintenance can automate the Service Job entry process to automate how data is posted to specific departments and general ledger accounts

• Setting-up service codes that automate the service job data selection process and increase accuracy, reporting effectives and quick data entry

Session 9 includes:

• Service Job Type Maintenance: Agreements Revenue Accounts; Cost Types; WIP; Cost of Sales; Wash Accounts

• Priority Code; Status Code; Servicer ID; Cost Visibility; Service Site Type; Description Code; Referral Code; Model and Level Code

• Service Paging Options

• Performance Indicator

• Miscellaneous Charge Codes: Misc. Item Code; Labor; G/L Accounts; and Cost Type

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!