Maybe. Because there are so many variables that are tied to Service Agreements (Completed vs. Pending Planned Maintenance Work Orders, Escrow Accounting, etc.), these will be entered into your new Total Office Manager database by members of your office staff. The migration and training departments will discuss these with you and decide the best approach …
When a customer informs you they wish to cancel their service agreement contract, the following steps would be performed. From the Customer:Job List, locate the customer, right click, and choose History to open the customer’s history form. On the Work Order tab, edit any work orders that have not been completed for the service agreement. …
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