Post Contract Follow-up Dates


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KenReg

Do you ever have an issues after the contract has been sold or even completed?
Warranty Claims are the best example.
How can you keep track of the Warranty work in a Contract CRM-FU?
You can't. Why not fix that so you can?

A

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KenReg

Yes it is. We create a new CRM-Fu for Change Orders. We do not want to do that for Warranty work since there is no contract or billing involved.


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Rachel Hughes

Hi Ken, good question. Let me ask for clarification. Would this kind of work be similar to change orders or service jobs?