Team Management Systems, Inc.
A C O W I N   T U T O R I A L S
Service Contracts
Setting Up a Service Contract

This important presentation teaches you how to create a new Contract, set up a Billing schedule, and plan the Inspection visits.

(6 minutes, 10 seconds long)
Contract Billing

Covers the creation of Contract Invoices on a monthly basis.

(3 minutes, 56 seconds)
Creating a Single Contract Invoice

Contract Invoices can be produced individually, instead of generating all of the invoices scheduled for a particular month.  This tutorial shows you how to use the Single Invoice button on the Billing screen of the Contract File.

(2 minutes, 40 seconds)
Contract Inspections

This presentation shows you how to produce lists of the sites due for Inspections each month, and create the necessary Call Slips automatically.

(6 minutes, 41 seconds)
Automatic Contract Renewal

This tutorial teaches you how to set up automatic renewal for Contracts, and how to renew them individually, or use the handy Mass Contract Renewal tool to process renewals for all of the Contracts due to expire in the selected month.

(4 minutes, 29 seconds)
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Inspection Materials

This presentation shows you how to produce lists of the sites due for Inspections each month, and create the necessary Call Slips automatically.

(6 minutes, 41 seconds)