Agreements Flashcards
Notes in the agreement, are they customer facing or internal only?
Where do agreement notes go for the tech?
Internal only
On the timeline notes section
If the appointment box is uncheck, what happens?
Creates WO automatically on the day listed on the maintenance schedule, drops in unassigned.
When a communicate template is sent to a customer where do you see a record of that?
The timeline
When setting up a maintenance schedule for a commercial company, when should you set up the maintenance timetable?
To kick on either the first of the month
Why should commercial companies check to finalize invoices on the billing schedule?
It gets it into QB so QB can start tracking it. If everything is pre-negotiated outside of FE, there’s no reason not to do it.
If you have parent sub agreements, how do you setup billing for that?
Parent gets the bill, subs get the individual agreement maintenance schedules
If a commercial company doesn’t collect when the agreement is signed for the PM, how do they setup the PM?
Use a placeholder item as the initial agreement item with a 0 cost.
When do you select the class when setting up an agreement?
When it is bill from office, it will override the task
What happens if a tech/office puts the new agreement on a quote, which is then turned into an invoice?
It does not create the shell. Has to be chosen from the mobile app agreements section OR manually setup in the office
Do we have a profitability report for agreements? (it’s no) What is the workaround?
Invoice estimated profitability report COME BACK TO THIS
Explain the 3 most commonly used agreement reports and how they are used
Agreement payment report-use this if you have a lot of customers with cards on file
Misssed Vists, invoices, autopay-THIS IS USED A LOT, if the automation doesn’t go well, you can see it here
Anticipated Upcoming Events- shows you the maintenances you have coming up
Anticipated items required is very basic but can be used too
