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ID593 - Service Call that's a possible Sales Lead Overview & Sample

Notify at time of service call placement when it may be better to send sales rather than or in addition to sending the tech.

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts | Task App

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Overview

Overview

This alert is designed to advise you as soon as a new service call has come in and you might be more interested in sending a Sales Rep rather than/in addition to a Technician. The classic example is when a customer places a service call and the lease is almost up. Could your sales person say "instead of us putting money to fix this how about you move on that quote?" But also works if the equipment is old, service discontinued, excessively high volume etc.  It will advise of: excessive of service calls in the past year, excessively low or high volume in clicks, excessive age of equipment, parts or service discontinued, lease approaching completion, contract approaching completion or that the machine has been targeted for upgrade. Suggest it go direct to Sales Rep, can also send to technician. It also can be a tool for evaluating contracts and problems in service.

Run Schedule: every 10-minutes

Type of Output: Email

 

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Sample

Sample

ID593Sample.PNG

 The top line of the alert shows which variable triggered the alert.

ID593_3.png

In the example above the alert triggered for excessive service calls, for contract at 92% its completion, for lease at 87% completion. This is all triggered from the variable settings you apply.

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Variables

Variables

The purpose of the variables is to indicate minimum trigger values:

ID593VarW.PNG

Variable W: Custom Property on Equipment Record indicating targeted for upgrade (User-Defined Lookup:Yes/No)

Variable X: Quantity of days between alerting on same equipment, regardless of changes. Helps avoid excessive repeating on same equipment. 

Variable Y: Equipment is in Top/Excessive % of Service Calls compared to other like models ('.1' for top 10%)

Variable Z: Equipment is in Top/Bottom Average Volume % to other like models ('.1' for top 10% or bottom 10%)

ID593Var1.PNG

Variable 1: Equipment Age is over years old . Considers the EARLIEST of either first Install date OR first recorded service call OR first recorded supply sales order. 

Variable 2Consider either:

Manufacturer Discontinued Date (enter Mfg)

Service Discontinue Date (enter Serv) 

Manufacturer & Service Discontinue Date (enter Mfg,Serv) 

Variable 3If contract is more than Var3% complete ('0.8' for 80%)

Variable 4If lease is more than Var4% complete ('0.8' for 80%)

Variable 5Branch Number(s) to trigger on, separated by comma, or left blank for ALL

 

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Alert Functionality

Alert Functionality

-This alert looks at ALL call types not just your Corrective Maintenance:

CallTypeCategory.PNG

Row Explanations/Details:

Row Explanation/Details:

Lease Completed %: will show how far into the lease the equipment is and lease term per Service Lease Record in eAuto

Lease Data: Details of lease per Service Lease Record in eAuto

Lease Company / Code: Lease Company and Lease Type listed on eAuto Service Lease Record

ID593ServiceLease.PNG

 

Equip Years: will show the age of the equipment from the first date of install and if that field is empty, then the date the equipment record was created. Alert uses the first service call date (if machine has been resold) since that's more accurate as to how old the machine is and how long it's been in the field which relates to when it needs to be upgraded. 

Volume Percentile: shows where that machine stands within it's model as far as volume is concerned. The logic looks at average volume for all active Equipment Records under contract, finds their average volume and divides that by total # of equipment and then ranks. If it is an excessively high volume machine, then it would fall within the top 10% of that model. Meaning it's volume percentile would be 10% or lower and the alert trigger line at the top would say "This service call has triggered for the following reason(s): Excessively High Vol = Y." If it is an excessively low volume machine, then it would fall in bottom 10% of that model. Meaning it's volume percentile would be 10% or below and the alert trigger line at the top would say "This service call has triggered for the following reason(s): Excessively High Vol = Y." This can help to spot machines that were installed in an environment where their suggested monthly volume is being exceeded. Machines placed in those scenarios can cost a lot of extra labor and parts because they aren't specified for that kind of volume. It can also help you spot low volume machines that possibly need their contract increased.  

# of Calls in Past Year: number of service calls in past year. 2nd number listed is the average for that model

Avg Monthly Volume (Total BW + Color): The average monthly volume is based on the average 'Total' copies for the machine and the 2nd number listed is the average for that model).

So if it's a color machine, then the average monthly volume is based on the average color volume + the average black volume. (It's the sum of all meters which track back to a MeterTypeCategory of 'B/W', assuming there are any with a non-zero total, or else the sum of all meters which track back to a Category of 'Total.' To that is added the sum of all meters which track back to a Category of 'Color'. Doesn't matter whether it's required or whether it's active meter or not.).  The average presented for the specific equipment will be 3-month if there is a non-zero value, else 6-month, else 12-month, else since-install (assuming equipment has an Install Date) matching eAuto's AMV seen in Meter Reading Console.

MFG Discontinued?: contains value listed on Model Record containing Mfg discontinued date (as shown below)

Service Discontinued?: contains value listed on Model Record containing Mfg discontinued date (as shown below)

ID593Discontinued.PNG

Service Contract Completion %: Shows service contract completion %, contract # and expiration date of contract. 

 

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Best Practices & Tips

Best Practices & Tips

 -We can also tell sales when a piece of equipment they have forecasted to upgrade has a service call, perhaps they call with "instead of us putting money in to fix this, how about I get you an incentive to move on that quote".

ID593CustomProp.PNG

Setting the Custom Property listed in VariableW (ZCJUpgradeTarget) to 'Yes' will cause the alert to trigger whenever a service call is placed for this piece of equipment.  

A suggested best practice is that when sales turn in their forecasts they also list equipment/customers/contracts to be upgraded and admin then updates eAutomate and sets that custom property.  This setting also helps avoid parts being put into a machine that you know is going away soon. i.e. being returned to the leasing company soon (use ID799 to notify tech), being replaced with new equipment, contract termination is in the near future. This way you are not putting money into a piece of equipment that will not return on your investment before it is removed from service. If you do not see this custom property on your system after this alert is installed for you then please email us at help@ceojuice.com and we will get it installed for you. 

Missing the Custom Property?

Missing the Custom Property?

To create Custom Property in eAuto:

Lists & Codes / Attributes:

Create new attribute:

Name: ZCJUpgradeTarget

Description: Equipment targeted for Upgrade?

Data Type: Yes/No

Custom_Prop1.PNG

Then add attribute to Custom Properties (Configuration):

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Too many emails from the alert?

Too many emails from the alert?

If you are getting too many emails from ID593 we suggest you tweak the variables to only focus on the most important ones. Typically, that would be a service call on a lease-end machine; here is how you would tweak the variables to just get notified for equipment at the end of lease.

ID593TooManyVar.PNG

VariableY -  Enter 0 to stop the alert from triggering for calls that are in the top % of service calls for like models.

VariableZ - Enter 0 to stop the alert from triggering for the average volume on the machine being in either the top or bottom percentage for the model.

Variable1 - Enter a high number like 35 to only trigger the alert for equipment that is more than 35 years from the earliest of the install date, first service call or first supply sale.

Variable2 - Enter Neither to stop the alert from triggering on the manufacturer's discontinued date or the service discontinued date.

Variable3 - Enter 4 to stop the alert from triggering based on the percentage completion of the contract.

Variable4 - Enter 4 to stop the alert from triggering based on the percentage completion of the lease.

  

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Related Alerts

Related Alerts

ID64 - Preview of lease end information for admin to ensure accuracy

ID101 - Excessive Service Calls

ID519 - Ensuring new leases get entered in eAutomate

ID667 - App to Update Equipment Leases in eAuto

ID799 - Service call for a lease end machine

ID911 - Supply Order placed against Contract due to Expire

 

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Task App

Task App

Please see THIS LINK for review.

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