When taking equipment under contract that has not been covered one of your contracts previously, it is typical to inspect the equipment first and bring it up to spec before the contract goes into effect. And for some dealerships, when a customer terminates a contract they want to send a tech out for a final call to pickup any extra toner/supplies that might have been stockpiled by the customer. In both of these cases, the contract/supply dept needs to be notified so they can activate / deactivate the contract once the appropriate call type has been closed. VariableW is where you enter in the calltype for your Contract Inspection call(taking new equipment under contract), and VariableX is where you enter the calltype for your Contract Termination call. The ToAddress information is typically your contract administrator(s), and we typically recommend that you have setup a mail group for your contract admins, or at a minimum for your admin billing dept and send these types of alerts to that group vs. hardcoding in specific users names. This task will run at 5:30 pm for all calls for the select call types for that day.
ID # | Description | Notes | Required |
---|---|---|---|
ID176 | Call Opened/Closed alert on New Equipment within X Days of Install | No |
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