pre-paid Service agreements & material tracking

[collinst]

We have customers that pre-pay for " 8 visits /year, and it includes 15 bags of salt per year" 

how can TECHS / schedulers keep track of the salt that has been 'left' thru the year ? 

ie- visit 1 - 3 bags left

visit 2 - 2 bags left

so when tech goes for visit 3 - he need to know that only 3 more bags are allowed 

Office and Techs dont want to look thru invoices to figure it out themselves - is there another way that ST can monitor this ? 

[reneem]

Might be a workaround, but what if you made a recurring service just called "Salt Bag 1, Salt Bag 2, etc." and then depending on what the customer pays for up front, you add those recurring services to their account. Then either your office or the tech in the field can "complete" the recurring service when they use a bag. 

So if they go out for the 1st visit, and they use three bags, then they would complete salt bag 1, salt bag 2, salt bag 3. And then visit number 2 they only use two bags, so they would use recurring service salt bag 4, salt bag 5, so on and so forth. 

Techs can see the recurring services in the field, and office can see them too. Might be worth a shot?

[dwhite45]

Could you pin that note to the location? Then when the job is scheduled, the person scheduling it should see that and add it to the work order? Then just update that note each time the job is completed.

[collinst]

Water softeners = Salt. 

[RandiThompson]

What determines how many bags you leave on each visit? 

Curiosity: what is the salt for? 

[collinst]

nothing really - just how empty the tank is.  They write up these long S/A, with no real way to track the items that are included in the annual cost. (  10 salt, 2 filters, change tube 1x / yr, )    logical would be to schedule all 'x' jobs at once, then add the items to the job , but we run into ' filters ok this visit, or no salt needed..