Contract Detail
The Contract Detail screen can be accessed from the Service Agreements screen or the Customer Equipment screen by clicking on a Contract Number.
The Contract Detail screen allows you to view contract details on a service agreement.
The following is a description of the Information fields that appear on the Contract Detail screen:
Information | |
---|---|
Field | Description |
Name | The customer's name. |
Business Phone Number | The customer's business phone number. |
Salesperson | The salesperson assigned to the customer's profile. |
Make | The manufacturer of the unit. |
Model | The model number on the unit. |
Description | A brief description of the unit. |
Serial Number | The unit's serial number. |
The following is a description of the fields that appear on the Contract Detail screen:
Field | Description |
---|---|
Stock Number |
The stock number of the unit. |
Contract Number | The service agreement contract number. |
Current Hour Meter | The current hour meter reading on the unit. |
Hour Reading Date | The date the unit's hour meter reading was recorded. |
Program | The service program associated with the contract. |
Location | The branch location where the job will occur. |
Start Date/Hours | The date and hour the labor on the contract started. |
Expiry Date/Hours | The date and hour the contract expires. |
Usage/Week | The amount of hours the unit is used per week. |
Pricing Customer | The customer number associated with the Labor Pricing screen. |
Rate Code | Defines the technician's rate per hour (optional base on user group settings). |
Reserved $ | The reserved amount for the entire service agreement (e.g., how much you sold this agreement for). This value must be entered manually. |
W/O Billed $ | The total dollar amount billed on all completed work orders. |
Projected $ | This is calculated as the reserved amount less all completed jobs, less the value of all remaining jobs. |
Status | The current status of the contract. |
Interval | The unit's current hour meter reading. |
Scheduled | The day the contract is scheduled to start. |
Description | A brief description of the service. |
Work Order | The work order number. |
Location | The branch location. |
Click on a Stock Number to open theEquipment Profile screen.
Click on the Current Hour Meter entry to open the Update Hours screen.
Click on a Description to open the Job Code Details screen.
The following buttons allow you to complete your work on the Contract Detail screen:
Button | Function |
---|---|
Back | Closes the Contract Detail screen and returns to the previous screen. |