Identify replacement opportunities with recurring service eventsLast updated on 03/22/2022

• Equipment items must be tied to a membership to track their age from recurring service events. For more on membership and equipment, see Attach equipment to memberships.

• You can set the replacement age of equipment types by going to Pricebook > Equipment Type.

In Follow Ups, the Recurring Service Events screen includes equipment age. When booking recurring service events into jobs, you can give preference to equipment approaching replacement age:

1. Go to recurring service events.

2. In the Equipment Age column header, click ⏷. The table sorts by equipment age.

3. Click a recurring service event for aging or expired equipment. The Recurring Service Event record opens in a new tab.

4. Add job details, including any tags to alert the technician of a replacement opportunity. Note: Equipment items that have reached their replacement age automatically include a replacement tag. You can also add this tag manually for aging equipment.

5. Click Book Job.

The Recurring Services for Aging Equipment report displays upcoming recurring service events for equipment tied to recurring services. You can filter for recurring service events with the highest potential replacement opportunities and book them into jobs:

1. Go to the navigation bar and click Reports.

2. In the side menu, click All Reports.

3. Click the Recurring Services for Aging Equipment report to open it. Tip: Type the first few letters in the search bar to find the report.

4. Enter a date range of installation dates in the Install From and Install To fields. Note: To include all installed equipment, select Ignore Filter By Install Date.

5. Click the Equipment Type dropdown and select the equipment types you want to include in the report. If you don’t select any, the report includes all equipment types.

6. When you’re done setting your filters, click Run Report.

Your report results display in a table based on the filters you set. The report includes the following columns:

• Equipment Name—Name of the equipment item as it appears in your pricebook

• Equipment Type—Type of equipment as defined in your pricebook

• Manufacturer—Manufacturer of the equipment item

• Model—Model number of the equipment item

• Serial Number—Serial number of the installed equipment item

• Installed On—Date the equipment item was installed at the service location

• Customer Name—Name of the customer

• Next Recurring Service Date—Date of the next recurring service event

• Next Recurring Service Event Name—Recurring service event attached to the equipment

• Active Memberships—Membership types attached to the equipment that are active

• Active Recurring Services—Recurring service types attached to the equipment that are active

• Custom Equipment Fields—Names of custom fields attached to the equipment

Click an entry in the Next Recurring Service Date column to open the recurring service event record in a new tab. From there, you can book the recurring service event into a job.

• See Run, filter, and export reports

• See Equipment report template

• See Schedule reports