making the most of club memberships in successware ® 21
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Making the Most of Club Memberships in SuccessWare ® 21. Agreements in SuccessWare ® 21. Overview of Agreement Elements Selling an Agreement Scheduling Maintenance Visits Performing Maintenance Visits Cancelling Agreements and Visits Processing Periodic Billings Processing Renewals - PowerPoint PPT PresentationTRANSCRIPT
Making the Most of Club Memberships in SuccessWare®21
Agreements in SuccessWare®21
• Overview of Agreement Elements• Selling an Agreement• Scheduling Maintenance Visits• Performing Maintenance Visits• Cancelling Agreements and Visits• Processing Periodic Billings• Processing Renewals• Agreement Related Marketing
Elements of an Agreement
• What are my Choices?• Selecting Equipment• Creating Visits Due• Saving Agreement Templates
Coverage• Maintenance• Service• Both
Term• Fixed• Perpetual
Payment Type• Periodic Billing• Prepaid• Time of Service• No Charge
Elements of an Agreement
Deferred Revenue
Maintenance Only
Service Reserve
Service OnlyAgreements
Must be Activated!
How?They must be included on a posted AR Invoice
Elements of an Agreement?
Elements of an Agreement?
Elements of an Agreement?
Elements of an Agreement?
Elements of an Agreement?
Elements of an Agreement?
Saving an Agreement Template
Selling an Agreement
• As Part of Job• Without a Job
Selling an Agreement as Part of a Job
Selling an Agreement as Part of a Job
Selling an Agreement as Part of a Job
Selling an Agreement as Part of a Job
Selling an Agreement Without a Job
Selling an Agreement Without a Job
Selling an Agreement Without a Job
Scheduling Agreement Visits
• Creating a List of Visits Due– Agreement Manager– Visits Due Report
• Creating Marketing List with Visits Due• Scheduling Agreement Visits through Call Taking• Scheduling Agreement Visits from the Dispatch
Board
Agreement Visit Status
• Unscheduled
• Scheduled
• Invoiced
• Cancelled
“Open Visit" or “Visit Due”
Usually, No Job Exists Yet just the Visit Due “Reminder”
Job now exists and is on the Dispatch Board
•Visit is Completed•Next “Visit Due” is created and customer reminder is updated•Any Deferred Revenue is realized
Same as Invoiced except visit is marked as “cancelled”
Creating a List of Visits Due- Agreement Manager
Creating a List of Visits Due- Agreement Manager
Creating a List of Visits Due- Agreement Manager
Creating a List of Visits Due- Visits Due Report
Creating a List of Visits Due- Visits Due Report
Scheduling Visits- Call Taking
Scheduling Visits- Dispatch Board
Performing Agreement Visits
Performing Agreement Visits
Performing Agreement Visits
Cancelling Agreements and Visits
• Cancelling a Maintenance Agreement• Cancelling a Single Visit• Cancelling Visits in Batch
Cancelling an Agreement
Cancelling an Agreement
Cancelling a Single Agreement Visit
Cancelling a Single Agreement Visit
Cancelling Agreement Visits in Batch
Processing Periodic Billings
• Pull up billings due in batch• Batch create un-posted AR Invoices• Mark the invoices as paid in batch• Post the invoices in batch
Processing Periodic Billings
Processing Periodic Billings
Creating Agreement Renewals
• Creating Batch Renewals• Renewing an Agreement on a Job
Creating Batch Renewals
Creating Batch Renewals
v
v
v
Renewing an Agreement on a Job
Renewing an Agreement on a Job
Renewing an Agreement on a Job
Agreements in Marketing
• Marketing to Customers who have Agreements• Marketing to Customers who do NOT YET have
Agreements
Marketing to Customers who have Agreements
Marketing to Customers who DO NOT have Agreements
Making the Most of Club Memberships in SuccessWare®21