Purpose
• | A Depleting Contract is where a tangible unit is sold in advance, such as labour, and depleted as it is utilised.
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Activities
• | Click on a Overview icon (eg. ) to open the Overviews and Coaching . |
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Advanced User Information
• | Please see instructions on the Service Call Manager (Service Management module) for detailed instructions on entering a call. |
• | Print Delivery Options Extended |
• | Depleting contract statements can now be emailed (or exported to PDF) to the customer. |
• | Before statements can be emailed, you need to set up the Depleting Contract email template in:
Admin >> Setup >> General >> Email Set Up. |
• | In addition to the statements, the Payments and Usage Reports from Admin >> Equipment >> Depleting Contracts
can be emailed (or exported) and require the General email template to be set up correctly. |
• | If the Email option is greyed out – one of the things that should be checked is the email address in:
Admin >> Set Up >> Accounting >> Company
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