Upgrade Agreement

Please review, initial where required, sign, and fax back to 978-856-2209.

ServiceShop Modules included in the upgrade

The Senior Service Manager to ServiceShop upgrade includes all current modules. QuickBooks Integrated Module may be deactivated if you wish and can be activated at any time as long as you are current in your support access agreement. Any new modules may or may not be offered at no charge.

Not all features of Senior Service Manager have been replicated in ServiceShop. The web site http://www.genesisfour.com/Upgrade_02_ssmupgrade lists differences between these two programs, but it is possible that some items may be missing. It is your responsibility to determine if any missing functionality is critical to you before proceeding with the upgrade. The web page http://www.genesisfour.com/Upgrade_10_not_in_SS.htm lists significant feature differences, although there is no guarantee that every possible difference is listed.

Some (not all) differences are:

Customer documents are different. Reports are different. You certify that you have reviewed these differences to your satisfaction and fully accept them as they currently are.

G/L, A/P, and Banking are handled by QuickBooks. A/R is handled by ServiceShop. There is no accounting support. GenesisFour supports the QuickBooks interface only.

The end-user import routine offers you a choice of whether or not to import job lists and estimates. You may not wish to import them because of how they are presented.

Because sentence case looks better in Windows, the import routine offers a case conversion for certain areas of the program. If select this option, some cleanup may be required afterwards.

You will be able to keep your old Senior Service Manager program running, but only on a single computer (e.g., it has to run single user mode) that is NOT the ServiceShop server.

Pricing not available on line.

Pricing for the ServiceShop upgrade is not available on line. You must contact GenesisFour in order to obtain an upgrade quote.

Your Support Access Agreement must be current.

Your Support Access Agreement must be current in order to upgrade. You must contact GenesisFour in order to obtain a current Support Access Agreement quote.

Not all Senior Service Manager data is imported.

Not all data is imported from Senior Service Manager into ServiceShop. Some examples: Appointment Schedule, Knowledgebase, G/L Data, Payables, Banking, Parts Notes (although they can be moved into the long description field by running a custom routine which exists in Senior Service Manager prior to the conversion), Parts Quotes. Other examples may exist. ServiceShop does not have a “Knowledgebase”; data from the Knowledgebase will not be salvaged.

Accounting-related functionality differences

Further, it is possible that in these areas of accounting functionality Senior Service Manager can do something QuickBooks cannot do, and it is understood that GenesisFour has no control over what QuickBooks does or does not do. No warranties are made in this regard. Specifically it is understood that Senior Service Manager’s ability to post purchase orders directly into payables has not been duplicated in ServiceShop, and that purchase orders must therefore be posted to payables (in QuickBooks) manually. It is also understood that ServiceShop’s A/R module does not currently have the ability to calculate and add finance charges to an A/R account (finance charges can be applied manually). It is also understood that data from the G/L, A/P, and A/R areas of Senior Service Manager is not imported into QuickBooks (or anywhere).

Ample opportunity to evaluate

Prior to the actual upgrade, you will be supplied the ServiceShop Upgrade CD, which will provide you with a comprehensive means to reach a determination that ServiceShop meets your requirements and expectations. You understand that it is your responsibility to reach the determination that your Senior Service Manager data has been correctly imported into ServiceShop.

I acknowledge that I will be provided with a dry-run opportunity to do this as outlined above, and I acknowledge that this is a completely adequate method of reaching this determination. I agree to sign a statement that you have done this to my own satisfaction before proceeding with the actual, live upgrade.
End-user initials: _________ Date: __________

I understand that Senior Service Manager’s G/L, A/P, and Banking functions no longer exist in ServiceShop, and that ServiceShop has been integrated to QuickBooks 2001/09 or QuickBooks Pro 2001/09 (which must be purchased at my own expense) in order to achieve alternative, similar functionality. I understand that GenesisFour’s support is limited to the ServiceShop interface to QuickBooks only, that it specifically excludes support for QuickBooks and/or QuickBooks Pro, and that training for QuickBooks and/or QuickBooks Pro is not provided by GenesisFour, or included it its support.
End-user initials: _________ Date: __________

I understand that determination of completeness of ServiceShop in any regard, and specifically in comparison to Senior Service Manager, is my responsibility. I agree that I have reviewed this issue to my satisfaction and am willing to proceed with the upgrade from Senior Service Manager to ServiceShop on the basis of that review, and accept full responsibility for the thoroughness of that review and all conclusions I have drawn from it. I agree that I will not place undo or unreasonable demands on GenesisFour to add features to ServiceShop.
End-user initials: _________ Date: __________

I fully understand all of the aforementioned. I understand that some data (including but not necessarily limited to the data elements mentioned above) is not imported into ServiceShop, and that some of that will be lost forever.
End-user initials: _________ Date: __________

I understand and fully agree to all the issues and considerations raised by this document.


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End User Signature & Title Date