Service Contract

GoServicePro allows your company to set up basic service contracts for your clients. This allows your customers to know how long their contracts will last, what they are agreeing to pay, and anything else that you or your customer would like to see in a contract. GoServicePro allows you to log previous or create new contracts, and quickly personalize contracts to make them fit your customer’s needs. All contracts can be found in one easy to find place, keeping you from frantically searching in order to make last-minute changes. Setting up new contracts is very simple and you can add or delete additional schedules as and when required. Amortization schedule is also available from within GoServicePro.

See Also
Steps:

  1. To navigate to Service Contract – listing screen, on the left pane menu, expand Billing and then click Service Contract. The Service Contractlisting screen lists all the service contracts from the complete Business Unit.

  2. To launch a new service contract form, click New Contract.

  3. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  4. To filter the search results, in the search bar, type the keyword and then click Search button.

  5. To clear the filter results/search results, beside Search field, click Clear button.

  6. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  7. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.