NetServiceBooks Service Software

Maintain Service Contracts

How to get to Maintain Service Contracts: Click on Billing, then Maintain Service Contracts.
From this screen you can enter and maintain service contracts and edit customer information.
Service Contract General Tab

The Edit Customer button on the top right will take you to Maintain Customer so you can edit information. After you save the changes and close the screen you will be brought back to Maintain Service Contracts.
Enter a Customer # or use the look up button to search.
The Contract # field can be customized to accommodate the company's needs.
Under the General tab, enter the Contract Type or use the look up button to search for the type.
Enter the Yearly Contract Amount.
If the Contract Expired, click the box in the next field.
Enter the agreement letter date in the Date Letter Sent field.
If the customer wishes to be billed quarterly, check the Bill Quarterly box and the Months To Bill.
Type any Comments in the next field.
Enter the Billing Dept that this contract will be going through.
Fill in the Contract Date, Expiration Date, and Sales Person.
Enter the customer's Purchase Order number in the PO # field.
Enter a G/L Account or use the look up button to search.
On the bottom of the screen, you can check Months To Bill and Months To Service. Check all that apply in the service contract.
The Months To Service are the months that maintenance is performed.

Under the Invoice Description tab, type any relevant information pertaining to this service contract.

The Agreement tab allows you to type out a service contract with a customer. The agreement that is prepared on this screen can be printed out for the customer and will remain in the system for later reference.
To type single space, use Shift-Enter to go to the next line. The Enter key alone will create double spaces.

The Equipment tab shows all the equipment that has been used to maintain the contract. If the customer was preexisting and already had equipment, it will be pulled into the contract file also. To add equipment, click the Add Lines button.
See Equipment information under the Maintain Customer module.

Back to Billing

cassyjb	Latest page update: made by cassyjb , Apr 30 2009, 2:53 PM EDT (about this update About This Update updated images - cassyjb 4 images added 4 images deleted view changes - complete history)
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