Service contracts

Maintenance contracts (AMC): what is covered, planned visits, response times and billing.

Go to Contracts > + New contract.

Customer and term

Choose the customer, a site if the contract is for one place, the dates, and the equipment on the contract. With no equipment ticked, the contract covers every job of the customer.

What it covers

• Labour free and / or parts free, or a discount on parts.
• Reach the customer within and job done within (hours) - the job's SLA time (Professional).

Jobs for the customer (or the equipment) are covered by the contract by themselves.

Planned visits

Choose a visit every 1, 2, 3, 4, 6 or 12 months and the job type. Two weeks before each visit, a job is made - one for each piece of equipment - ready to plan.

Billing

Set the price and how often it is billed (once, monthly, quarterly, half-yearly or yearly). On the due date the invoice is made in your books by itself, for that period. Bill on the contract bills the next period now.

Renewing

Contracts ending in 30 days are flagged. Renew makes the next contract with the same terms and equipment (change the price if you like). With Renew by itself, it happens on the end date.

Contracts are shared: CRM, Accounting and the customer's portal show the customer's contracts too.