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ID799 - Service Call for a Lease End Machine Overview & Sample

This alert is to let the tech know when they dispatch on a call that is for equipment where the lease expires in W days.

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

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Overview

Overview

Ever put $1,500 of Imaging Units into a machine only to see it ship back to the leasing company a week later? This alert is a variation on ID593 which is designed to let a salesperson know when a service call might be an upgrade opportunity and triggers for service calls on equipment where the lease expires in W days.

Alert fires when service call status is dispatched. The logic behind that decision is that if you tell the tech when the call is assigned a few hours or days beforehand, they'll likely completely forget by the time they are in front of the equipment. The point of the alert is 'hey, don't spend a ton of my money on this machine' so best to let them know when they're actually on the way to service machine. 

If the lease has gone month to month (evergreen), then the original lease technically is expired. If you don't wish to be alerted anymore then you could just deactivate the lease record. If you do wish to be notified in the future, then perhaps leave the lease record active and extend the expiration date out a few months, so you still get reminders every few months to ensure techs can be cautious when servicing the equipment.

 

Run Schedule: Every 10 Minutes

Type of Output: Email

 

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Sample

Sample

ID799.jpg

 

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Variables

Variables

ID799_variables.jpg

Variable W: Number of days remaining on lease for alert to trigger. The default value is 90 for 90 days or less remaining on the lease.

Variable X: Branch Numbers for the alert to trigger on. Leave blank for all or enter branch numbers separated by a comma.

 

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Alert Functionality

Alert Functionality

If you have equipment reporting that is past lease expiration date, you will need to mark eAuto Lease Record as inactive to keep from firing on this alert. Lease expiration date is set on the lease record (1):

ID799_lease_term_date.jpg

(2) The equipment needs to be linked on the Equipment tab of the lease record:

ID799_equipment_lease_example.jpg

You can also see the linked lease information on the Contract/Lease tab of the equipment record:

ID799_equip_lease_example_2.jpg

Alert looks to our ID320 tables to determine Sales Rep assignment for both listing on alert and who to send to.

Alert is branch role enabled, see this post for details on branch roles.

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Best Practices & Tips

Best Practices & Tips

 Some users have asked if there is any way to exclude an account/machine from reporting on this alert. The alert does not have such capability. 

See this post for tips on lease set up in eAutomate.

 

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Related Alerts

Related Alerts

ID64 - Preview of lease information to ensure accuracy, more details here.

ID593 - Service call that might be a sales opportunity. More details here. 

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