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<< Click to Display Table of Contents >> Navigation: MLS 2026 Operations & Reference Guide > Client & Service Unit Management > Troubleshooting Client & Service Unit Flowchart |
CLIENT / SERVICE UNIT ISSUE
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Can the client be located?
│
┌──────┴──────┐
│ │
YES NO
│ │
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Can the Service Unit be found? Search by:
│ • phone number
│ │ • alternate spelling
YES NO • company name
│ │ • old license / serial #
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Duplicate client?
Is the history correct? │
│ ├── YES → Merge / correct records
├── YES → Finished │
│ └── NO → Add new client
└── NO
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Is the Service Unit assigned
to the correct client?
│
┌────┴─────┐
│ │
YES NO
│ │
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Check: Change Account Number
• duplicate Service Units
• incorrect license / serial #
• missing VIN / ID
• incomplete imports
• improper edits
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Can workorders be found?
│
┌────┴─────┐
│ │
YES NO
│ │
▼ ▼
Verify: Check:
• service history totals • license changes
• PM schedules • duplicate units
• recommendations • deleted records
• CRM settings • incorrect IDs
• dates • Daily Closing completion
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Are reports accurate?
│
┌────┴─────┐
│ │
YES NO
│ │
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Finished Review:
• duplicate accounts
• duplicate Service Units
• missing Daily Closing
• incorrect date ranges
• tax settings
• CRM exclusions
• imported data integrity
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Run Utilities As Needed
• License Change
• Update Totals
• Update Dates
• Owner Utility
• Name Space Utility
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RESOLVEDEnter topic text here.