Administrator: Agreement Training

• Number of Videos in Session: 8
• Total Viewing Time in Session: 29:45

Selling Service Agreements will primarily happen in the field. This section of Agreement Training will present these scenarios to you, building in complexity.

Part 1: Selling Agreements

In this first section, we'll review the general process of selling an Agreement from the field. We'll also cover how to identify these sold Agreements in the office.

• Importance of Agreements
• How to Sell an Agreement from the Field
• How to Identify Unfinished Agreements

Part 2: Configuring Agreement Schedules

After the Agreement has been sold, Customer will then configure their Agreements. This includes determining when someone will be billed for their services, or when these services may take place. In this tutorial, we'll review the configuration process of setting up the schedule of a Customer's Agreement.

• Set up the Maintenance Schedule
• Set up the Billing Schedule 

Part 3: Scheduling Agreements

Once an Agreement schedule has been configured, the next part will be the scheduling of maintenance visits and billing information. This tutorial will dive into how a customer will manage the scheduling aspect of their Agreement.

• How to Identify Next Maintenance and Payment Dates
• How to Schedule a Maintenance Visit of an Agreement
• How to Modify a Maintenance Schedule of an Agreement

Part 4: Billing Agreements

With the Agreement set up for our Customer, and the schedule of service and billing determined, the next step is to review the billing component of our contract. This video will review billing from the office and billing from the field

• How to Begin a Customer's Billing Process
• How Billing works from the Office or the Field
• How to Pay a Customer's Agreement Visit
• How Automated Payment's Impact Agreements

Part 5: Setting up Agreement Custom Forms

This part of our Agreement training series will cover how to create a customized checklist or form that can be utilized by your technicians while they are in the field.

• How to Create a Custom Form
• Details on Each Custom Form Element
• How Custom Forms Appear on Mobile

Part 6: Communicating Customer Agreements

Previously, we learned how to set up customized forms that can help technicians ask the right questions or perform the proper tasks. In this part of our Agreement training, we will review how FieldEdge makes customers aware of their upcoming service visits.

• How to turn on Communication Templates 
• How to Create Communication Templates
• Identify the different Agreement Communication Templates

Part 7: Setting up Agreement (Items and Plans)

Before a user can start working with Agreements, their FieldEdge database must first have some general settings and components configured. In this part of our training, we will see how to prepare a FieldEdge database to utilize Agreements.

• How to Create an Agreement Item
• How to Create an Agreement Plan
• How to Setup Default Agreement Settings

Part 8: Reporting on Agreements

In the last part of our Agreements, we will learn how to report on these Agreements to understand general and important information associated with your contracts.

• How to Use the Agreements List
• Find Key Reports Central to Agreements