AGREEMENT NAME:______AGMT #:______AGMT TYPE:______

EFFECTIVE DATE:______SALES REP:______DATE BOOKED:______

(1) SALES REP (4) SERVICE SUPERVISOR (cont'd) (5) SERVICE CLERK / DISPATCHER

____Complete and assemble booking package ____Review spend plan ____Input mtce. & care tasking sheets into CMMS

to include: ____Prepare Annual Agreement Task Schedule ____Insert spend plan information sheet into new

____This form ____Estimate labor requirements by month and agreement file folder.

____Sales report labor categories. Summarize results on ____Schedule and dispatch lead service tech to

____Signed agreement (2 copies) spend plan to be entered into CMMS. correct current problems, perform first PM,

____Inventory of equipment ____Attend New Agreement First-Visit Start-up and do visible work. Give New Agreement

____Completed Credit Application meeting at jobsite. (Sales Rep to schedule) Start-up sheet to service tech with a copy of

____Purchase order ____Use New Agreement Start-up Meeting equipment inventory to store in truck or in

____Pricing worksheets checklist to ensure all requirements of job box.

____Spend plan customer meeting are met. ____Prepare welcome letter and forward completed

____New agreement start-up sheet ____After customer meeting, Supervisor and booking package to Manager of Service for

____Complete CARE tasking sheet Sales Rep walk job to locate all equipment signature on agreement document and

____Schedule In-house mtg. w/Supervisor Sales Rep leaves but Supervisor remains welcome letter.

____Forward booking package to Service to: Date______

Clerk / Dispatcher

Date______ ____Verify equipment inventory (6) MANAGER of SERVICE

____Confirm Agreement Task Schedule

____Confirm PM labor estimates ____Review completed booking package

(2) SERVICE CLERK / DISPATCHER ____Verify maintainability ____Sign original and one copy of agreement

____Highlight first PM visit tasks document

____Assign agreement number and enter it on: ____Install emergency service stickers ____Sign welcome letter

____This form ____Make list of items to be stocked at ____Return completed booking package to Service

____Maintenance agreement number log jobsite Clerk/Dispatcher for mailing and filing.

____Sales report ____Install job box (if required)

____New Agreement Start-up Sheet ____Locate drawings (if available) and put Date______

____All agreement pages in job box

____Assign customer number and enter on: ____Identify visible work for first PM (7) SERVICE CLERK / DISPATCHER

____Customer number log

____Sales report ____Use Annual Agreement Maintenance Task ____Mail welcome letter and file new agreement

____Enter customer number into CMMS Schedule as a reference to survey job and

____Enter sales report information into CMMS equipment for conditions that might require Date______

____Set up new agreement hanging file folder changes in tasks or frequency of mtce

____Forward booking package to Manager visits. Modify task schedule as required.

of Service Highlight those items to be completed on the

Date______ first PM visit. Verify that estimated PM hours

are sufficient to accomplish PM tasking

necessary for the job.

(3) MANAGER of SERVICE ____After jobsite first visit, review / revise spend

plan and Annual Agreement Task Schedule

____Review agreement documents to become to reflect conditions noted at jobsite.

familiar with customer and any special or ____With Manager of Service and Sales Rep,

unusual conditions. discuss task schedule, highlighted task

____Review and approve credit application master items to be done on first PM visit;

____Forward booking package to Service current problems; visible work requirements;

Supervisor additional work and repair requirements.

Date______

(4) SERVICE SUPERVISOR NOTE: Sales Rep to follow up with customer

on chargeable additional work and repairs.

____Review documents to become familiar

with agreement obligations ____Add this new agreement to unit manpower plan

____Conduct In-house Maintenance Agreement ____Order necessary parts & supplies for jobsite

Start-up meeting with Service Clerk / ____Add completed New Agreement Start-up

Dispatcher, Manager of Service and Sales sheet to booking package

Rep within five (5) working days of ____Forward booking package to Service Clerk /

Date of Sale. (On-site start-up meeting Dispatcher

to be scheduled with customer by Sales Date______

Rep. after this meeting)