Service Contract Videos – Q360 Help Center

2:20

Adjust a Service Contract’s Product Coverage

Edit an existing Service Contract Line Item to adjust for product(s) covered

2:47

Apply a Service Contract Block Amount Against a Service Call

Apply a customer's Service Contract Block Amount Against a Service Call for that customer

1:14

Automatically Renew a Service Contract

Automatically Renew a Service Contract, with Renewal Type = AUTO

3:05

Create a Service Contract from a Project

Create a Service Contract from a Project ("Create a Warranty Service Contract")

5:02

Create a Service Contract From a Sales Order

Create a Service Contract From a Sales Order (converted from a Sales Opportunity with specified Recurring Monthly Revenue "RMR" value > Quote)

3:44

Create a Service Contract from Customer Site

Create a Service Contract manually from Customer Site record

2:12

Create Product/System from a Project

Create Product/System from a Project, e.g. at time of project substantial completion; Service Contracts can then be based on the product/system.

1:04

Create Product/System Manually

Create a Customer Product/System manually

2:12

Create Service Coverage Hours Profiles

Service Contract Admin: Create Service Coverage Hours Profiles

2:20

Create Service Rates

Service Contract Admin: Create Service Rates to configure discounts to be applied to services rendered based on defined criteria...

2:12

Credit/Refund Unused Block Amount

Credit/Refund Unused Block Amount balance on customer's Service Contract

1:39

Expire a Service Contract

Expire a Service Contract Manually

1:07

Invoice a Block Amount Service Contract

Invoice a Block Amount Service Contract from Extended Menu

3:57

Invoice Service Contracts

Invoice Service Contracts from Accounting > Service Contracts > Bill Service Contracts; or Service Contract Extended Menu

2:34

Invoice Warranty as Part of a Project

Invoice service Warranty amount as Part of a Project (optional), with creation of an OFFSET type invoice linked to Project

1:15

Monitor Balance on Block Amount Service Contract

Monitor balance and usage on a customer's Block Amount Service Contract

2:19

Monitor Service Contract Renewal Queues

Monitor Service Contract Renewal Queue and Vendor Service Contract Renewal Queue; look forward to when contracts with customer and vendor, respectively, come up for renewal

4:13

Multi-currency FX impact on Service Contract Invoice

Multi-currency FX impact on Service Contract Invoice (post invoice, post service revenue)

11:42

Service Contract Block Amount Overview

Sell and manage block amounts of money to a customer that can then be redeemed for future service work via a Service Contract

57.43

Service II: Sell and Setup

Service II: Part 2 of 3 Service MasterClass series to discuss the Service sales process and explore setting up the Service Contracts. MasterClass Webinar presented on 2024-07-24.

3:50

Setup Service Contract – Details, Line Items

Setup a Service Contract - Details and Line Items (before any invoicing is done)

3:13

Setup Service Contract: Associate with a Vendor Contract

Setup Service Contract: Associate with a Vendor Contract (optional) at the line item level to assist with managing the vendor side of the service

1:20

Top Up a Block Amount Service Contract

Top up a Block Amount balance on a customer Service Contract