Training: Service Management Training, Soup to Souffle
Price:400 USD
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Steven Chinsky, Kim Dallefeld, and Robb Delprado
Agenda:
Morning 8-9:45
- Review import setups
- Service Management Setup
- Service Items
- Service Item Groups
- Standard Service Codes
- Standard Service Lines
Break 9:45-10
Morning 10-12
- Processing Service Orders
- Service Items we've sold
- Service Items from Walk-ins
- Servicing our own Equipment
Service Management Training with a review of important setups will extended through operational customer service order processing and associated accounting. Advanced use of Service Management to handle corrections, process cyclical servicing and handle recurring customer billing will be covered. Tips and tricks throughout the course will keep the souffle rising to the top! This training is designed to not only wet your appetite for Service Management but teach you how to combine the ingredients into the best main dish for your company.
Lunch 12-1
Afternoon 1-2:45
- Processing Service Order and Corrections
- Service Contracts
- Creating and processing Service Contract Service Orders
- Processing Warranty Service Orders
- Processing 3rd Party Warranty Service Orders
Break 2:45-3
Afternoon 3-5
- Cyclical Service Orders and Customer Billing
- Creating Customers for Walk-in's
- Using the Dispatch Board
- Allocating Resources to Service Orders
- Processing Corrections