📄️ Invoice Header
The invoice header is where you enter important information about the invoice, including the Invoice Type, customer information, the Schedule date, and the Job Status.
📄️ Invoice Detail
Invoice detail is where you sell everything on an invoice. It is also where you take payments and signatures. You can click Detail from the Invoicing Maintenance screen or the invoice header to get there.
📄️ Creating a Service Invoice
Start by clicking on Invoicing > Maintenance > Add or by clicking on the Quick Add toolbar option:
📄️ Service Requests
The Service Requests module can integrate with various sources to bring a request for service directly into EPASS. In the current version, those service requests could come from a page on your website, Service Bench, Service Power, and/or Samsung. Integrating these services cuts out the duplicate entry of receiving the service request by email or phone, and it can notify your CSR immediately with a pop up message.
📄️ Serial Number History Search
Have you ever serviced an appliance that you thought was under warranty, then found out it was actually returned to the appliance dealer and re-sold to your customer? If so, you probably didn't get paid for that job. To help avoid this situation, you can take advantage of the Serial # History Search on the invoice header.
📄️ Technician Qualifications
Qualifications can be used to prevent assigning jobs to technicians who are not qualified to do the job. For example, if technicians require a gas or refrigeration ticket in your area, then you could set up gas/refrigeration qualifications to ensure someone who doesn’t have their ticket doesn’t have the job assigned to them.
📄️ Trip Numbers and Labor Analysis
If you would like to track the number of trips it took to complete a service job, how many first-call completes a technician is doing, percentages of first-call completes, etc., then you need to track trip numbers in EPASS. We highly recommend that every service company uses trip numbers. For the majority of situations, the system tracks everything automatically, so it’s an easy system to implement.
📄️ Auto Update Warranty End Date
The Auto Update Warranty End Date in History option in the Invoice Type settings will automatically create warranty records in history when you service an appliance that does not already have a warranty end date in history. Using this option ensures that once you have serviced the appliance, you will always have the correct warranty end date without having to do additional research; it will appear on the models list when creating a new invoice.