How to Setup Equipment that Belongs to a Customer After creating the Equipment records, simply add a Site Address by clicking the […] button alongside the Site field, which will open the Site Search screen, or simply type in the account code and press the ‘Return’ key. Then, click on […]
How to Set Up Cross-Hire Equipment
How to Setup Cross-Hire Equipment To set up a piece of equipment as a Cross Hire item after creating the Equipment record, simply leave the status at ‘Entry’ and raise a Purchase Order with the type of ‘Cross Hire’. When this Purchase Order is processed and booked in, the status […]
How to Retire Equipment
How to Retire Equipment There are two methods of retiring, or scrapping, an item of Equipment. The method is dependant on whether the item in question belongs to you (Stock or Hire) or a Customer (Customer’s Own). If the piece of equipment belongs to you: Go to the equipment record […]
How to Set Up Equipment for Servicing
How to Set Up Equipment for Servicing To set up Services on Equipment, on the Equipment record, go to the Servicing tab. Here you specify the services that this piece of equipment requires. The first column labelled ‘Type’ contains a list of all the Service Types set up on the […]
How to Set Up a Maintenance Contract
How to Set Up a Maintenance Contract To create a Maintenance Contract, go to: Maintenance > Create Maintenance Contract A new black contract is displayed on the screen. Either enter the Customer alpha or using the […] button, search for the customer from the enquiry screen. Once selected, choose the […]
How to Charge for a Maintenance Contract
How to Charge for a Maintenance Contract You can charge customers for Maintenance Contract cover in two ways. You can invoice the Contract itself on a monthly/quarterly/annual basis and carry out the service works free of charge. Alternatively, you can have a free of charge Maintenance Contract and instead invoice […]
How to Cancel a Maintenance Contract
How to Cancel a Maintenance Contract To cancel a contract, open the Maintenance Contract in question using either the Global Enquiry screen. Then click the ‘Cancel’ button in the bottom left hand corner. Note: You may only cancel a contract before raising invoices. You will be asked for confirmation of […]
How to End a Maintenance Contract
How to End a Maintenance Contract Go to the Maintenance Contract in question. If they have not already been input, put in End Dates against each equipment line. If you wish to ‘Terminate’ this contract immediately then you will need to enter a date in the past. Then click the […]
How to Add Additional Equipment to an Existing Maintenance Contract
How to Add Additional Equipment to an Existing Maintenance Contract To add additional Equipment to an existing contract, open the Maintenance Contract. Then, on the Equipment tab, using the search field at the bottom, enter the Equipment number that you wish to add or alternatively search for it using the […]
How to Amend the Customer on a Maintenance Contract
How to Amend the Customer on a Maintenance Contract Protean acknowledges that sometimes changes may need to be made to current records. You may have begun invoicing a contract and find that the contract is to be taken over by a managing agent for instance. You can simply use the […]