Install Info Tab
This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well.
Install Date |
Installation date at customer site |
Installer |
Technician that did the install |
Selling Price |
Type the selling price. |
Warranty Exp. |
Set the date for warranty expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Warranty expired: x/x/20xx” |
Maintenance Exp. |
Set the date for maintenance expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Maintenance expired: x/x/20xx” |
Minimum Prepaid Services |
Set the minimum prepaid services required for this customer. SME will compare the amount here to the amount entered on Customer Activity tab > Prepaid Services. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx” |
Minimum Prepaid Hours |
Set the minimum prepaid hours required for this customer. SME will compare the amount here to the amount entered on Customer Activity tab > Prepaid Hours. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx” |
System |
Your SME Administrator may have customized this field. Choose the system associated with this customer. |
Software |
Type your customer’s software installed |
LD Carrier |
Long Distance Carrier |
Maintenance Costs |
Type the maintenance cost for the customer. This is not linked to a maintenance contract. |