Click on the link below to download this PDF lesson plan to learn all the ins and outs of Invoicing and Flat Rate.  Part A– Service Agreements

Audience

This lesson is intended for office managers and those responsible for managing service agreements.

Overview

The focus of this training is Service Agreements.  At the end of this lesson you should be comfortable with the following:

• How to setup Service Agreements
• How to sell a Service Agreement from an Invoice
• How to sell a Service Agreement from the Customer Record (Command Center Only)
• How to track Tune Ups Owed
• How to schedule a Service Agreement Tune Up
• How to setup and sell Monthly Billed Service Agreements
• How to find current Service Agreement customers
• How to find Service Agreement customers that did not renew

Video Preparation

If you have not already done so, please have your company managers click on and watch the following videos:

• Service Agreement Showcase
  • Service Agreement – Setup Overview (19:59)
  • Creating Service Agreement from Invoice (07:49)
  • Creating Service Agreement from Customer Record (07:46)
  • Service Agreement Dashboard Overview (12:11)
  • Scheduling Service Agreement Tune Up
  • Service Agreement Renewal (08:09)
  • Service Agreement Report (04:39)
  • Completing a Service Agreement Tune Up with Multiple Systems (03:59)
  • Service Agreement with Monthly Billing (07:22)

Part B – Diagnostics

Audience

This lesson is intended for office managers and dispatchers.

Overview

The focus of this training is Diagnostics.  At the end of this lesson you should be comfortable with the following:

• How to setup a Diagnostic Checklist
• The difference between Simple and Detailed Components
• How a Technician completes a Diagnostic Checklist on the App
• How the Diagnostic is attached to an Invoice
• How to Edit a Diagnostic created by a Technician

Video Preparation

If you have not already done so, please have your company managers watch the following videos:

• Service Agreement Showcase
  • Diagnostic Checklist Overview (16:36)

  • How to Edit Diagnostic Checklists from the Command Center (4:47)

  • Technician – Completing a Diagnostic (23:06)
  • Add Diagnostic to Invoice (02:57)