Client Management                               How to Create a New Customer

Creating a New Customer/System Setup (continued)

System Information

Warranty – This field identifies the warranty plan for this system.  Warranty codes define how many days parts, labor and other charges are covered from the Warranty Start Date (next field below).   Make a selection from the drop-down list by clicking the arrow to the right of the field.

Warranty Start – Enter the date the Warranty begins.  If the System is not yet installed, the Warranty Start Date will be activated during the Job closing process.

Service Level – Once the Warranty on a System has expired, the Service Level will determine whether a Customer will be charged for servicing the System.  Make a selection from the drop-down list by clicking the arrow to the right of the field.  If the System is not a monitored account, a selection is still required for this field.

Primary Service Co – The field describes the primary Company providing service for the System.  This may be your Company or a Subcontractor (Service Provider).  If this System will typically be serviced by a company other than yours, select the primary Service Company from the drop-down list.

Alt Service Co 1 – This field describes the first alternate Company providing service for the System.  This may be your Company or a Subcontractor (Service Provider).  When creating a Service Ticket for this System, the Alt Service Co 1 will appear in the Service Company drop-down list from which the User may select.  This field is optional.

Alt Service Co 2 – This field describes the second alternate Company providing service for the System.  This may be your Company or a Subcontractor (Service Provider).  When creating a Service Ticket for this System, the Alt Service Co 2 will appear in the Service Company drop-down list from which the User may select.  This field is optional.

Comments – This is a free form 1,024 character field for informational purposes and will display on the Service Ticket form and will print on Service Tickets.  This field may be used to communicate important information related to the System that will be helpful to the Technician performing a service call.

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