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Service Contracts

This Help File Page was last Modified on 04/14/2017

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Service Contracts

This Help File Page was last Modified on 04/14/2017

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Service Contracts

This Help File Page was last Modified on 04/14/2017

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There are two types of Contracts tracked by MKMS:

1.Contracts which are Monitoring Contracts used by the Central Station Monitoring module:

a.In order to assign your Subscriber's Monitoring Related Contract information, you must first create the Codes and Descriptions representing these Monitoring Related Contract Types being offered by your Company.

b.Monitoring Contract Types are defined be accessing the Contract Types Form:

a)From the Backstage Menu System Select Maintenance and Choose General Maintenance then Select the Monitoring sub-menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance then Select the Monitoring sub-menu

From within the Monitoring sub-menu, Choose the Contracts Type option to view the Form shown below.

 

HelpFilesContractType

(Monitoring) Contract Type Form

 

c.These User-Defined Monitoring Contract types are used to identify the type of Monitoring Related Services that are being provided to each Subscriber.

d.The Monitoring Contract is assigned to a Subscriber using the Contracts Form.

e.A Subscriber may have more than one Monitoring Contract type in force (and a Subscriber may have more than one CSID assigned, as well).

 

2.Contracts which are Service Contracts (documented below in the "Service Contracts" section) used by the Service Tracking System module:

a.In order to assign your Subscriber's Service Related Contract information, you must first create the Codes and Descriptions representing the Service Contracts being offered by your Company.

b.Service Contracts associated with the Service Tracking System are defined be accessing the Service Contracts Form:

a)From the Backstage Menu System Select Maintenance and Choose General Maintenance then Select the Service menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance then Select the Service sub-menu

From within the Service sub-menu, Choose the Service Contracts option to view the Form shown below.

 

HelpFilesServiceContractsFrom

Service Contracts Form

 

c.These User-Defined Service Contract types are used for identifying a Subscriber's Extended Warranty and/or Service Agreement

 

d.The Service Contract is assigned within the Service Info section (see Contract Type field in the illustration below) within the Edit Tab of the Subscribers Form.

 

HelpFilesServiceInfoSection

Subscriber Form - Edit View - Service Info section with the Service Contract Type field

 

e.Only one Service Contract may be assigned to each Subscriber.

 

Service Contracts - When priced correctly and customized to your Company's needs - Service Contracts will be an important Service Department profit center which provides a predictable recurring service revenue stream, while adding increased financial stability, and resale value, to your Company.

There are many formulas and methodologies used to determine the Rates to be charged for a Service Contract on a security system (and/or other types of "system" installations generally composed of low voltage wiring, specialized electronic parts, and the requirement for unique knowledge).

Parts Only versus Part & Labor, Battery replacements included or surcharged, wireless or hardwired, UL® versus standard installations, residential or commercial, and whether the Subscriber's insurance company can be billed for acts of God related system failures (lightening, fire, flood, etc.) are some of the determining factors to consider when setting Rates.

Properly calculating Rates based on these formulas and methodologies also depends largely on the quality of installation, the quality of the parts that were used, and the level of service coverage that will be provided.

 

All of theses factors need to be considered when setting Service Contract Rates and in determining the type(s) of coverage(s) that will be offered.

Typically, full coverage service (Part & Labor) contracts are assessed at a 10% to 20% annualized Rate based on the current full, normal retail price of the equipment and/or installation labor being covered.

Any Service Contracts that will be offered to Subscribers must be predefined based on a concise name for that type of coverage.

 

Once you have determined what Types of Service Contracts your Company will offer, use the Service Contracts Form to describe them and assign them a code.

To access the Service Contracts Form:

a)From the Backstage Menu System Select Maintenance and Choose General Maintenance then Select the Service sub-menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance then Select the Service sub-menu

From within the Service sub-menu, select the Service Contracts option.

 

HelpFilesServiceContractsFrom

Service Contracts Form

 

This Service Contracts Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the Service Contracts Form.

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the Grid Icon & Grid Options for Export and Print

 

This Navigation Menu provides the normal Record Movement, New, Delete, Cancel, Save, and List Icons (with the List option providing an Export and Print option, if selected).

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Service Contracts Form.

 

HelpFilesServiceContractsFormRecordEditingSection

 

To define the Service Contracts:

Click the HelpFilesNavigationMenuNewIcon to start the Service Contracts entry in the Record Editing section.

Contract ID - Enter an alphanumeric character (0-9 or A-Z) as the Service Contract's ID

This coding methodology allows you to define up to 36 different types of service agreements.

Description - Enter a brief Description (up to 35 characters including upper & lower case letters, numbers and standard punctuation) of the type of coverage offered with this Service Contract.

Exclude Invoice Labor - Check the box when Work Order Labor Charges should not be billed to a Subscriber with this type of Service Contract.

Non Billable - Check the box when Work Order Charges should never be billed to a Subscriber with this type of Service Contract.

Setting the DefaultWarrantyWOSettings option to True ("T") in the Company Settings Form will set the Non Billable and Exclude Invoice Labor Check boxes on a new Work Order Form to match the settings in the Service Contract record associated with (i.e., assigned to) the current Subscriber - if that Subscriber is still under Warranty (i.e., Warranty Ends Date > Today).

Click the HelpFilesNavigationMenuSaveIcon to record this Service Contract entry.

Repeat this process to add additional Service Contracts.

 

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these Service Contract records.

 

HelpFilesServiceContractsGridView

Service Contracts Form - List View

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.