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Service
Service
Everything you need to manage service contracts and fulfill service requests from clients
A
By Ashok and 1 other
2 authors
55 articles
Service Management Overview
D-Tools Cloud Service Management: QuickStart
Service Management FAQs
FAQs: feature availability
FAQs: service plan
FAQs: service contract
FAQs: service call
Design Service Plans
Service Management terminology
Service Plan features
User Permissions for Service Management
Creating service plans
Adding features to a service plan
Plan Length and Billing Frequency discounts
Managing labor for services
Adding Service Technician accounts
Manage Service Contracts
Proposing service plans
Customizing the Service Plan section in the proposal
How do my customers accept service plans?
Starting the service contract
Service Management Dashboard
Cancelling the service contract
Renewing a service contract
Manage Service Calls
Service Call statuses
Tracking your team's service calls
Log and Schedule Calls
6 articles
Finalize Labor and Other Charges for Calls
5 articles
Log Time Entries for Calls
1 article
Service Technician Views
Technician views for service calls
Working on a service call
Repair Product workflow
Replace Product workflow
Additional Product Used workflow
Adding labor time manually
Obtaining client sign-off
Manage Subscriptions
How do customers view the subscriptions?
Activating a subscription
Collecting payments for a subscription
Collect Payment for Service Contracts, Service Calls, and Subscriptions
Setting email notification preferences for invoices
Pushing the contract or call invoice to QuickBooks
Service Contracts and Subscriptions
4 articles
Service Calls
4 articles
