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Team Management Systems, Inc. |
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This important presentation teaches you how to create a new Contract, set up a Billing schedule, and plan the Inspection visits. (6 minutes, 10 seconds long) |
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Service contracts |
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Service Contracts are agreements purchased by your customers, in which a certain number of Inspection visits are planned for the coming year. Multi-year agreements are also possible. Contracts can be billed according to a variety of schedules, from monthly to annually, and can be configured to renew automatically when they expire. |
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Covers the creation of Contract Invoices on a monthly basis. (3 minutes, 56 seconds) |
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Creating a single contract invoice Contract Invoices can be produced individually, instead of generating all of the invoices scheduled for a particular month. This tutorial shows you how to use the Single Invoice button on the Billing screen of the Contract File. (2 minutes, 40 seconds) |
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This presentation shows you how to produce lists of the sites due for Inspections each month, and create the necessary Call Slips automatically. (5 minutes, 34 seconds) |
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This tutorial teaches you how to set up automatic renewal for Contracts, and how to renew them individually, or use the handy Mass Contract Renewal tool to process renewals for all of the Contracts due to expire in the selected month. (4 minutes, 29 seconds) |
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Acowin Tutorials |