Service Agreements
The Service Agreements tab allows you to view and add service agreements.
To open the Service Agreements tab, from anywhere in IntelliDealer, navigate to one of these locations:
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Product Support > Equipment > Service Agreements
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Product Support > Service > Service Agreements
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Product Support > Rental > Service Agreements
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Management Central > Service > Service Agreements
You can sort the search results by any one of:
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Contract Number
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Stock Number
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Name
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Expiry Date
The search fields on the Service Agreements tab are:
| Field | Description |
|---|---|
| Select Contract | Search for service agreements by entering a contract number. |
| Select Stock Number | Search for service agreements by entering a machine stock number. |
| Select Location | Search for service agreements by entering a branch location. |
| Select Customer | Search for service agreements by entering a customer number. |
| Select Program |
Search for service agreements by selecting a SAM program from the drop down list. Valid SAM Programs are accessed at Configuration > Service > Agreements Warranty > SAM Programs. |
| Select Category | Search for service agreements by selecting a user-defined Category. |
| Show Expired | If selected, includes expired service agreements within the service agreement search results. |
The fields on the Service Agreements tab are:
| Field | Service |
|---|---|
| Contract Number | The service agreement's contract number. |
| Stock Number | The machine/unit stock number. |
| Machine Serial Number | The machine/unit serial number. |
| Make/Model |
The manufacturer of the machine/unit. The model number on the machine/unit. |
| Name | The customer's name or rental fleet name. |
| Program | The service agreement program. |
| Expiry Date | The service agreement expiration date. |
Click a Contract Number to open the Contract Maintenance tab.
Click a Stock Number to open the Equipment Profile screen.
Click a Name to open theCustomer Profile screen.
Click the Need to create a new agreement? Click here to add link to add a new service agreement.