Service Training Guide
Assumed Knowledge
Before you attempt the Service training guide, you must complete:
The skills covered by the training guide segments listed above are taken as assumed knowledge. Do not proceed with this segment of the training guide until you have reviewed the training guide segments listed above and successfully completed the skills test at the end of those earlier training guide segments. You can't successfully complete this segment of the training guide without the skills covered in those earlier segments. There are no effective shortcuts! Don't sell yourself short by skipping those essential skills.
Setup for Service Training
Make sure you have downloaded and installed the Readysell Demo program onto your system so that you can access this demo system.
Link the demo : https://readysell.com.au/try/
Contact the Readysell support team by creating a ticket and ask them to clear the existing service training transactions on the readysell demo system.
Service Training Outline
The training course is structured based on our service outline. Please refer to Service Training Outline:
Service Video Training
Watch those training videos on the service module:
(Before using any videos, don't get stuck with viewing a tiny image, see How To Play Videos )
Initial Setup
Key Service Skills
From the Navigation panel select 'Service'. Then using the options under service, complete the following common actions:
From the navigation menu select 'Service'. Then select 'Service Orders' and 'Machines'. From the list view you need to know how to complete all the basic actions below. You should then learn how to complete all of the advanced processes.
Basic Service Processes
| Star Rating | How To | Skill | Video |
|---|---|---|---|
| ***** | Study the service overview diagram | Understand the overall flow of work through the service system | |
| ***** | Create a machine | Click the New button, enter details for the machine (name, start and end date, customer, enter address, contact person, territory, market segment). Enter meters for the machine. A single machine can have a number of meters. | |
| ***** | Why use automatic service orders to promote preventative maintenance | Understand the overall flow of work through the service system | |
| ***** | Enter and process a Service Order | Click on the new button, enter details for the service order (customer, machine, product, assigned to).Add fault description and save | |
| ***** | Create activities | From the service order, click on the Calls tab then new to create a new activity. Enter details (date, start time and end time of the activity, select the type of activity (e.g: Labour or Travel), select the user that will be assigned to this activity, enter the km of travel or the time taken to perform call and enter/search activity Parts if they are needed. Once repair is complete, enter repaired description and save. | |
| ***** | Enter a new service quotation | Click Create, then click New. The Type needs to be changed to SRVQUO (Service Order Quote). Enter details for the service order (customer, machine, product, assigned to). | |
| ***** | Generating a service order from a machine | Search for a machine that you want a service order created for, click on the Generate Service Order button from the top panel. Service Order Template box appears, select a template. Select a service order template and press ok. A new service order will be created with the machine field, product and Charge To pre populated. | |
| ***** | Entering a meter count run | Click the New button, enter details for the machine (name, start and end date, customer, enter address, contact person, territory, market segment). Enter meters for the machine. A single machine can have a number of meters. | |
| ***** | Using meter charge run to create meter charge invoices | Click the New button, enter details for the machine (name, start and end date, customer, enter address, contact person, territory, market segment). Enter meters for the machine. A single machine can have a number of meters. | |
| ** | Generate a purchase order from a service order | From the service order, click on Purchase from the top panel. Review and update the Purchase Order as needed e.g. increase QTY to be purchased. Click on Complete to process the purchase order . Fill in the Repaired Description. Click on Complete to invoice the customer and complete the Service Order | |
| * | Create a new customer from a service order | From the new service order window, on the top panel, click Create Customer. Enter the customer details (name, card type, payment term and an invoice delivery method). In the Person section, enter a contact name and a telephone number. Enter an email address and customer's address. Click OK to save the change The new customer will be created, and their details will be populated automatically into the service order you are creating. | |
| * | Generating a sale order from a machine | Search for a machine that you want a service order created for, select on the machine. Click on the Create Sales Order button from the top panel. Sale Order box appears, select a sales order. |
Advanced service processes
Service Orders
Machines
- Creating a new machine
- Creating a new machine as a template
- Generating a service order from a machine
- Generating a scheduled service order from a machine (Preventative Maintenance)
- Generating a sale order from a machine
- Testing import of meter count and associated information from emails sent by machines
- Setting Up Meter Charge Price Increases on Meters
- Understanding automatic assignment of machine ID
- Aggregation and charging using total machines and subtotal meters
- Setting up machines for monthly invoicing to one account
- Machines, contracts and preordered products
- Setting meter to use Count Variance Quantity Break
- Setting up meter to use Initial Charge field
- MPS split meter charge between finance company and customer using Machine Charge Group
- What to do if you get unexpected minimum charges
- Creating and charging a Hire Meter or a Type of Service Charge
- Setting next charge period
- Setting up customers and machines to support FM Audit integration
- Machines - separate 'Charge to'
- Minimum Charge on a Total Meter
- Minimum Charge and Quantity break on children meters
- Total Machine with a Minimum charge and Quantity Break - NOT COMPLETED
- Setting up Maximum Charge on a Meter
- Setting up customers and machines to support Print Audit integration
- Aggregation and charging using total machines and subtotal meters worked example
- Hire charges using a hire meter on a machine worked example
- Initial meter charges worked example
- Splitting meter charges between departments worked example
- Meter charge pricing all worked examples
- Charging a minimum total value for a machine using a total meter worked example
- Charging a maximum value for a machine meter worked example
- Charging a minimum value for a machine meter worked example
- Rolling minimum charge on children or total machine meters
- Managing Machine Addresses and Machine Invoice Address
- Machine counted and charged quarterly
- Transferring equipment covered by a machine service contract between customers
- Machine meter average monthly count
- Machine - LastCommunicationDate
Meter Count Runs
- Setting Up a Meter
- Using meter services to manage Preventative Maintenance
- Conducting a meter count run
- Importing Meter Count Run from a Excel Spreadsheet
- Extracting meters
- Verifying meter counts
- Troubleshooting issues with meter count run emails
- Correcting meter count runs and charging the difference
- Setting up a web-based copy count capture
- Resetting meter counts without charging the customer
Meter Charge runs
- (WIP) Deferring charges for new machines to the second month of operation
- Meter Charge Runs to generate and process print service invoices
- Reversing a Meter Charge Run