Eligible for Service Contract

This Help File Page was last Modified on 03/31/2017

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Eligible for Service Contract

This Help File Page was last Modified on 03/31/2017

The Eligible for Service Contract report provides another tool to assist in the Sale of Service Contracts.

Knowing when and to whom you should solicit a Service Agreement is critical to assuring a continual flow of new Recurring Service Revenues.

 

Based on your Company's needs, it may include:

Only those Subscribers whose Warranty Ends Date is imminent (as recorded in the Service Info Section within the Edit Tab of the Subscribers Form).

All Subscribers without an extended Warranty/Service Agreement identified in the Service Info Section within the Edit Tab of the Subscribers Form

 

There are three times when it's best to promote Extended Warranties:

1.At the time of Sale

2.At the time of initial Warranty Expiration

3.Periodically (typically Annually) thereafter.

This Eligible for Service Contract report identifies and lists the last two of these time-related marketing opportunities.

 

To view or print the Eligible for Service Contract Report:

a)From the Backstage Menu System Select Reports and Choose Service Tracking and Select the Eligible for Service Contract option, or

b)From the Quick Access Menu, Select Reports and Choose Service Tracking and Select the Eligible for Service Contract option

 

The Eligible for Service Contract Report tabs - There are three tabs on the Eligible for Service Contract Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesEligibleForServiceContractOptions

Eligible For Service Contract - Options tab

 

List Only Subscribers Coming Out Of Warranty?

a)By default, this Eligible for Service Contract report provides a list of all of the Subscribers who are without a Service Contract and who may, or may not be within their Warranty period.

b)Check this box to list those Subscribers who are without a Service Contract and whose Warranty coverage expires within a specified Date Range (see below).

 

HelpFilesEligibleForServiceContractOptionDateRange

Eligible For Service Contract

List Only Subscribers Coming Out Of Warranty?

 Between ... and ...

 

Between .. and - By default, all Subscribers - as of Today - who are without a Service Contract of some kind will be listed.

a)If the List Only Subscribers Coming Out Of Warranty? box is not Checked, you cannot enter a Date Range - the report will always be produced for Today.

b)If the List Only Subscribers Coming Out Of Warranty? box is Checked, you may enter an appropriate Date Range.

oThe default Date Range represents the immediate pastYear, ending on the last day of the most recently completed month.

oIf desired, using the Drop-Down Calendar/Date Entry fields provided, you may Choose a different Date Range within which the Subscribers' Warranty coverage expires.

Print - Click the Print HelpFilesPrintButtonWithUnderlinebutton to Preview and optionally Print (to a File or a Printer) this Eligible for Service Contract Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report - listed in Warranty Expiration Date order - resulting from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesEligibleForServiceContractPreview

Eligible For Service Contract - Preview tab

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Eligible for Service Contract Report.

Email - Click the Email HelpFilesEmailButtonbutton to send this report to an Email address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesEligibleForServiceContractDataView

Eligible For Service Contract - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.