Contracts and Services
Changing Contracts Terms using Batch Update facility
If you wish to increase prices or change the service level, or end the contract and start a new contract with new terms. conditions and prices for a range of contracts/subscriptions at one time this can be achieved using the Batch Update Facility ...
Shuffling a Contract
You may wish to shuffle a contract(s) date(s). This will have the effect of moving all contracts for an installation and all the service due dates for the installation service history. You are most likely to do this post migration if your data has ...
Importing Records, Batch Uploads and Batch record updates
There may be times when you wish to add or update records in batch without loading them one at a time in the normal way within Tracker Pro. This is made possible using the menu option BulkOperation. Select the module you are interested in which ...
Monthly Service Invoice Creation
Service Invoices are invoices relating to Contracts. These can be run and created at any time individually for each system, for a range of systems or they can be generated in one process for all systems. To generate service invoices complete the ...
Editing Engineer Test Result Sets
Engineer Test Result Sets are the questions that an engineer will see when attending a service. Once created they can be selected and deselected when scheduling in a timeline or diary entry by clicking on the tab titled Test Results. You can add, ...
Raising Invoices for Contracts
In order to raise invoices for contracts you should open the Service Contracts module and generate the contract invoices. By completing the following steps: A. Click on the Service Invoices Icon. B: Enter your selected period for contracts and also ...
Delete a Service Agreement Contract
If you wish to delete a contract follow these steps. 1. Select the Installation and click on the Installation Activity icon to view the contracts/service history. 2. Ensure you understand the contract history and select the correct contract that you ...
Editing the Start Date of a contract
To change your contract start and end dates complete the following steps: When you edit the start date of your contract adjacent to the offer contract ( which is normally your current one) unless you have pre-renewed one in the future, that also ...
Producing Service and Jobsheet Results after Engineer visit (for admin users)
After an engineer has attended an appointment and undertaken the work and possibly completed the test results, a service docket can be sent by email directly from the Jobs Module. Upon emailing the document, Tracker Pro will additionally file the ...
Creating a New Contract - Batch Renewal
Contracts can be created in batch within the Renewal Manager. This process will convert the Offer contract for all selected records to live contracts. STEPS Select the records you wish to create contracts for. Click on the Batch Renew icon. Click on ...
Creating a New Contract - Convert to Live
An installation will have an Offer Contract which can be Converted to Live where there has previously been a contract created. I The Convert to Live action will use the Offer contract details to generate a live contract. The offer contract details ...
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 ...
Creating a New Contract - Renewal Wizard
To create a new contract using the installation system renewal wizard, complete the following process. STEPS Click on the Installation Activity icon for the record you wish to renew within the Installation Module Click on New Contract to start the ...
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 ...