How to raise a service call for a pre-AdminBase customer [Video]

In this training video, you can learn how to create a contract for a pre Adminbase customer. This includes adding product information and raising a service call.

In Brief

  • Within Contracts click on Add → New Customer and Contract

  • Enter the original Contract Date and chose a Contract Type. You can enter the original Contract Number as long as this doesn't conflict with any contract numbers already within AdminBase

  • Enter the customer information into the Customer record

  • Within the Contract record, enter the products that were originally purchased

  • Enter the Date Installation Completed within the Fitting tab

  • Click New Call to add a new service call and enter the details of the issue, create an appointment for a service engineer and enter any charges

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