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- Visit Wizard
The Visit Wizard provides an alternate method to create reoccurring MCC calls. These calls do not have attached tasks. See Using the Maintenance Contract Visit Wizard. - Labor Load
The Maintenance Contract Labor Plan window displays technicians and their hours for the selected contract, their total hours for all contracts, and the percentage of preventive maintenance hours they have used. See Using Labor Loading. - Escalation
The Maintenance Contract Escalation window to assign escalation indexes to the maintenance contract. See Escalating Maintenance Contracts. - Revenue/Cost
The Revenue/Costs window is used to create a spending plan, track maintenance contract profitability, reconciling costs, billing, and revenue, view costs life to date, and view/edit revenue entered. See Working with Contract Revenue and Costs. - Billing
The Billing Schedule window you can view all invoices and credit memos that are scheduled for a maintenance contract. The billing schedule is automatically generated for a maintenance contract based on the contract amount and billing frequency. You can add billing documents and edit billing dates and amounts. See Editing Maintenance Contract Billing Information. - Coverage
The Contract Coverage window displays all equipment and tasks covered by the maintenance contract. See Using the Contract Coverage Window. - Service History
The Maintenance Service History window displays the service work performed on a piece of equipment on the contract. See Reviewing Service History. - Invoice History
The Maintenance Invoices window displays all invoices and credit memos that have been posted for a maintenance contract. See Editing and adding individual billing notes, Third party contract invoice billing, and Closing Maintenance Contracts. - Contract History
The Contract History window displays, select the closed contract and then click select the Select button. The Maintenance Contract History window opens, where you can view the closed contract information. See Closing Maintenance Contracts and Third party contract invoice billing.