Making the Most of Club Memberships in SuccessWare ® 21

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

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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