Follow

ID835 Time Block Based Contracts Overview & Sample

Time block based contracts are where your customer pays up front for a selection of services, and the balance can only be reduced through service call activity.

See an overview here of how to set up a time block contract.

ID835 is an alert that provides a snapshot of your active time block based contracts, showing the unearned balance and hours remaining. This allows you to monitor their activity and make adjustments accordingly, when a client is low or consistently has no activity.

The alert will run once a week, the default schedule is Tuesday afternoon

Sample output:

Screen_Shot_2019-02-20_at_10.17.07_AM.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk