Adjusting the Next Service Date

Adjusting the Next Service Date

There may be times you wish to adjust the next service date.
The next service date is calculated by Tracker Pro based upon the contract details at regular intervals across the contract period.
An example when you may wish to do that could  be if you were late by a month for a service and you wished to move the subsequent service dates all forward by 1 month (or 30 days). The Service row is linked to the contract based upon the Date Due field for that record. It is linked to the contract where Date Due falls between the Start Date and End Date. All subsequent services for this contract are adjusted by the cumulative service days adjustment which can be seen at the bottom right corner of the form. To adjust all future service dates for this contract complete the following.

STEPS

  1. Edit the Activity row and the last service record after which you wish to adjust all services
    1. See items 1 to 3 in the picture below to find the Installation Activity
  2. Enter the adjustment in days for all future services in this contract- positive or negative and press save.
  3. Check and ensure the next service date changes as expected .

A. Identify and edit the Activity Row


B: Enter the adjustment in days then press Save
This can be positive or negative



C: Check the Next CHeck (next service date) has been adjusted as expected.





    • Related Articles

    • Setting up Service Levels

      Service Levels can be set up to define a standard level of subscription for re-use multiple times when creating new subscriptions and contracts. This will save input, speed up contract creation and introduce & maintain consistency in your pricing and ...

    • Cancel/Adjust services due on a contract

      There may be cases where you want to cancel or adjust out a number of services at the start of a contract but maintain the rest of the scheduled dates according to the contract. An example of when this may be appropriate is when you add a ...

    • How data is input, gathered and used for UKAS Statistics

      This details how and where data is gathered for each of the 4 sections of the UKAS KPIs; A. False Activations B. Preventative Maintenance (Service Jobs) C. Reactive Maintenance (Fault Jobs) D. Complaints Click here to find out how to output the UKAS ...

    • Viewing Services Due

      To view the list of services - those overdue, for next month, the current month or a a custom from and to period, the simplest way is to use the Quick Filter in the Installation View Use the Quick Filter which filters on the Next Check column. You ...

    • Add a New Job on the Engineer Web Application

      You can easily create a New Appointment on the Engineer Web App. This could fall into one of two categories 1. Create a new appointment for an existing Job (a return visit perhaps).  2. Create a brand new job and a new appointment. Step A Click on ...