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Mass Service Utility

What is it and Where is it?

The Mass Service Assignment utility allows the user to assign one Service or Program to every single Customer based on the selection criteria and the Customer’s current and previous history of the chosen Service or Program.

This utility is found on the following menu: Tools - Utilities - Mass Service Assignment.

Options

This utility has several options from which it will identify and assign the chosen Service / Program to the appropriate Customers.  The first option is the Service / Program to be assigned.  You may only choose one Service / Program at a time. Next, you must specify the following details for the assigned service:

1)Source
2)Salesperson
3)Schedule Date (may be left blank
4)Season
5)Price (may be left blank)
6)Status.

Once the details have been completed, you must choose your actual selection criteria by which it will select the Customers that will be assigned the chosen Service / Program.

There are only 3 options:   1)Customer Type (Residential, Commercial, or Both)  2)Customer Status (one or more of any available Customer Status)   3)Cutoff Date (this date will limit Service / Program assignment to only Customers who DO NOT have the Service after the cutoff date). Once the selection criteria has been chosen, the utility will be ready to run.

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Why?

This utility was designed to allow the user to assign a Service or Program to all Customers en masse.  For the most part, you wouldn’t want to add a service to everybody’s account, but there are some cases where you would.  One example of which is a beginning or end of season Service Call to evaluate the Lawn’s current Condition or condition at the end of the season.  Another example would be if you decided to offer a complimentary Insect Spraying to all of your Always Active Customers for being continuous Customers.  Whatever your reason, use this utility with care and make sure to do a full backup of your data before proceeding with this utility.

Price Discrepancy Report

Reports - Customer Lists -  Price Discrepancy Report This report will provide you with a List of Customers with Prices that are either higher or lower than what is suggested by the Price Chart in Parameters.  You can then use this report to do a Price increase for those Customers.  

HOWEVER, RUNNING THIS REPORT AND CHANGING PRICES DURING YOUR PRODUCTION SEASON WILL CHANGE PRICES FOR THOSE SERVICES SCHEDULED BUT NOT YET COMPLETED.

THIS PROCESS IS IRREVERSIBLE!  THERE IS NO DO-OVER!  ALWAYS MAKE A COMPLETE BACKUP OF YOUR DATA BEFORE RUNNING THIS REPORT!

Example - Price Discrepancy Report Raise Price

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How do I run the Price Discrepancy Report then raise under-priced Customers?

THIS PROCESS IS IRREVERSIBLE!  
MAKE A BACK-UP OF YOUR DATA BEFORE RUNNING THIS REPORT!

Step 1)  Select the Programs/Services to run this report for.  To select All, click on the All button

Step 2)  Select the Salesman to run this report for.  To select All, click on the All button

Step 3)  Select the Source to run this report for.  To select All, click on the All button

Step 4)  Select the Customer Type

Step 5)  Select the Customer Status(s)

Step 6)  Select the Season. You cannot run the report for a season in which there are no Services scheduled.

Step 7)  Select the way you want your list Sorted

Step 8)  Select either Under Priced or Over Priced. This is a toggle and only one can be selected at a time.

Under Priced- If you want a list of Customers who are priced less than the Price Table, select this option, then fill out either the Dollars field or the Percentage field. For Example, list everyone who is $2.00 less than the Price Chart or everyone who is 2.0% less than the Price Chart.

Over Priced- If you want a list of Customers who are priced more than the Price Table, select this option, then fill out either the Dollars field or the Percentage field. For Example, list everyone who is $2.00 more than the Price Chart or everyone who is 2.0% more than the Price Chart.

Step 9)  Enter the dollar amount or the percentage for the discrepancy

Step 10) In the Green Area, enter the amount to raise/lower the Price.  A negative number will lower the Price by that amount or percentage..

Step 11) Preview the report.   

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ALWAYS PREVIEW THE REPORT AGAIN AFTER MAKING ANY CRITERIA CHANGES.

Preview the report to see what the potential Price changes will be.  You can also print or export this report before making any changes to the Prices. If you are satisfied with the new Prices, click the Change Price button.  THIS PROCESS IS IRREVERSIBLE!  ALWAYS MAKE A BACKUP OF YOUR DATA FIRST!

Report Results:  This report shows that for the first Customer, there is no Price increase recommended.  For the next Customer, a price increase from $29 to $32 will occur for all rounds when the Change Price button is pressed.  Rounds that the Customer does not take will not be listed here.  For the next Customer, the rounds are increase proportionately with the requested price increase of 10%.

The Report displays the following information:

ID, Company/Name, Street Address, City, Zip, Ter, Rt, Area, Program Round String, Current Total, Calculated Total, Difference, Salesman, Source, Current Price for each Round, Calculated Price for each Round.

Example - Price Discrepancy Report Lower Prices

How can I lower overpriced Customers to match the Price Chart?

THIS PROCESS IS IRREVERSIBLE!
 MAKE A BACK-UP OF YOUR DATA BEFORE RUNNING THIS REPORT!

Step 1)  Select the Programs/Services to run this report for.  To select All, click on the All button

Step 2)  Select the Salesman to run this report for.  To select All, click on the All button

Step 3)  Select the Source to run this report for.  To select All, click on the All button

Step 4)  Select the Customer Type

Step 5)  Select the Customer Status(s)

Step 6)  Select the Season.  You cannot run the report for a Season in which there are no Services scheduled.

Step 7)  Select the way you want your list Sorted

Step 8)  Select either Under Priced or Over Priced.  This is a toggle and only one can be selected at a time.

Under Priced- If you want a list of Customers who are priced less than the Price Table, select this option, then fill out either the Dollars field or the Percentage field. For Example, list everyone who is $2.00 less than the Price Chart or everyone who is 2.0% less than the Price Chart.

Over Priced- If you want a list of Customers who are priced more than the Price Table, select this option, then fill out either the Dollars field or the Percentage field. For Example, list everyone who is $2.00 more than the Price Chart or everyone who is 2.0% more than the Price Chart.

Step 9)  Enter the Dollar amount or the Percentage for the discrepancy

Step 10) In the Green Area, enter the amount to raise/lower the price.  A negative number will lower the price by that amount or percentage..

Step 11) Preview the report.   

ALWAYS PREVIEW THE REPORT AGAIN AFTER MAKING ANY CRITERIA CHANGES.

Report Results:    This report will show whose Customers who will have their prices decreased to match the price in the Price Chart based on the selection criteria.

This report can also be used to change the prices for Special Jobs.

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