Best ERP Software for HVAC, Plumbing, Field Service Businesses
Creating Planned Maintenance Work Orders for Service Agreements The Planned Maintenance form is used to create all of the planned work orders for a service agreement. It proposes work orders based on information brought forward from the “Add/Edit Service Agreement” form. This utility makes it easy to generate the planned maintenance visits before closing the “Add […]
Understanding Full-Service Contracts (all-inclusive service agreements) A Full-Service Contract (FSC) is like an insurance policy for customer equipment, whereby the equipment is “covered” by a service company against breakdown. Customers typically pay a monthly “premium” for this coverage. In return, repairs to any covered equipment are performed at no additional charge (or perhaps no charge […]
Using Equipment Types to Organize and Classify Equipment The Equipment Type List form allows you to categorize and classify different equipment titles within Total Office Manager. Examples include A/C Unit, Gas Furnace, Electric Furnace, Gas Water Heater, Electric Water Heater, Packaged/RTU (HVAC). Equipment Type Form Access From the main menu, click Customers | Lists | […]
Why and How to use the Batch Renewal Utility The Batch Renewal Utility for Service Agreements feature allows you to quickly renew existing Service Agreements that have existing Planned Maintenance Work Orders created in Total Office Manager. This help topic explains how to use this feature. Accessing the Batch Renewal Utility Form From the main […]
How to Use the Service Agreements List The Service Agreement List is used to research and manage service agreements which have been sold to customers. It can also be used to assign a service agreement to a customer without going through the sales process. This is useful if there are a number of agreements which […]
Entering and Updating Service Agreements This help topic covers the basics of managing service agreements. It will show you how to add and edit service agreements. There are definitions explaining each of the fields, buttons, and controls on the service agreement form. There are links to related topics at the bottom of the page. You […]
Using the Customer Equipment List The Customer Equipment List is used to manage the records of customer equipment on file. This list can and should include all of your customers equipment, whether or not they bought it from you. This way, as you track the age of your customer’s equipment, marketing efforts can be made […]
Adding and Editing Your Customer’s Equipment The Customer Equipment feature is used to track customer equipment. This can include both new equipment sold to a customer as well as existing equipment they already own. This data can then be used in a variety of ways including marketing to customers who have outdated and inefficient equipment. […]
How Service Agreement Escrow Accounting Works This feature allows you to only recognize service agreement (SA) income when you perform the work for that SA. If you sell a service agreement for $200.00 and there are two work orders (two visits), you will recognize $100.00 of income for each work order. The income is recognized […]
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