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<< Click to Display Table of Contents >> Navigation: MLS 2026 Operations & Reference Guide > Client & Service Unit Management > Client & Service Unit Management Checklists |
Regular maintenance of Client and Service Unit data is essential for:
•accurate service history
•effective customer follow-up
•CRM synchronization
•preventative maintenance scheduling
•reporting accuracy
•long-term database integrity
This checklist is designed to help maintain a clean, reliable, and highly effective customer management system within MLS 2026.
Verify:
•duplicate accounts were not created
•names are consistently formatted
•phone numbers are complete
•email addresses are valid
Verify:
•Service Unit IDs are unique
•VIN or serial numbers are accurate
•units are assigned to the correct client
•manufacturer and model information is complete
Review:
•Send To CRM flags
•excluded accounts
•invalid email addresses
•missing contact information
Check:
•overdue services
•upcoming maintenance
•missing interval values
•incomplete schedules
Verify:
•workorders appear properly
•recommendations are visible
•totals appear accurate
•service units are linked correctly
Search for:
•similar names
•alternate spellings
•duplicate companies
•duplicate phone numbers
Correct:
•duplicate accounts
•inconsistent naming
•improper ownership links
Check for:
•duplicate licenses
•duplicate serial numbers
•alternate formatting
•incomplete VINs
Correct records before:
•CRM exports
•reporting
•marketing campaigns
Review:
•exempt accounts
•tax rate changes
•client-specific overrides
•updated tax tables
Verify:
•active email addresses
•mobile phone numbers
•communication preferences
•marketing exclusions
Run:
👉 Client Service Summary
Review:
•major accounts
•inactive commercial clients
•fleet activity
•service trends
Verify:
•reminder scheduling
•overdue service alerts
•projected service dates
•follow-up communications
Review:
•transferred units
•sold vehicles/equipment
•fleet reassignment
•ownership corrections
Check for:
•incomplete notes
•outdated comments
•recurring concerns
•unresolved recommendations
Test:
•Excel exports
•client totals
•email listings
•CRM import compatibility
Evaluate:
•breakout codes
•demographic categories
•marketing groups
•fleet classifications
Update as needed for:
•reporting accuracy
•marketing effectiveness
•operational analysis
Identify:
•clients not serviced recently
•inactive fleets
•outdated records
Determine whether:
•follow-up campaigns are needed
•records should remain active
•contact information needs updating
Verify:
•manufacturer names
•model naming
•serial number formatting
•ID standards
Consistency improves:
•searches
•reporting
•interface integration
•CRM performance
Recalculate:
•client totals
•historical summaries
•reporting values
Verify:
•first service dates
•last service dates
•service ranges
Confirm:
•follow-up standards
•exclusion policies
•privacy compliance
•communication preferences
Evaluate:
•service intervals
•seasonal services
•inspection reminders
•maintenance recommendations
Review:
•long-term inactive clients
•obsolete Service Units
•duplicate records
•outdated notes
Avoid deleting records unless absolutely necessary.
•Search before adding records
•Maintain consistent naming conventions
•Use permanent Service Unit IDs
•Verify contact information regularly
•Keep CRM participation active whenever appropriate
•Review PM schedules consistently
•Use utilities instead of manual corrections
•Run management reports regularly
•Correct duplicate records early
•Maintain accurate ownership relationships
•Client Data
•Service Unit Data
•Service History
•Preventative Maintenance Scheduler
•Client / Service Unit Utilities
•CRM Interfaces
•Marketing & Follow-Up Systems
•Workorder Processing
•Daily ClosingEnter topic text here.