Contract billing for AMC & maintenance businesses
Lifts, air conditioners, generators, water purifiers or office IT: your income comes from contracts that must be renewed every year. Ellibo sends the quote, starts the contract when the customer accepts, bills it on schedule and warns you before each one is due.
Start on the Free plan - no card needed. Works on any device.
Never let a contract lapse by accident
An AMC business lives on renewals. Most of the losses come from contracts nobody noticed ending.
Renewal dates in a register
Contract end dates sit in a book or a spreadsheet, and a customer is found to be out of contract on the day of a breakdown.
Every contract is a subscription with its next invoice date. The upcoming renewals report lists what is due, and a workflow can email the customer days before each renewal.
Quotes that need a signature and a visit
A renewal quote is emailed, printed, signed, scanned and sent back, and the contract still has to be typed in.
Send a subscription quote. The customer accepts online by typing their name, and the contract starts by itself with its first invoice.
Parts and extra visits forgotten on the bill
A technician replaces a part outside the contract, and it never reaches the invoice.
Add a one-off charge to the contract: invoice it now, or put it on the next renewal invoice. Extra visits can be a usage add-on billed after use.
Different rates for different customers
Builders, dealers and direct customers all get different AMC rates, worked out from memory.
Price lists set a percent off or your own price per plan for each group, and new contracts use them by themselves (Professional plan).
One contract, from quote to renewal
- Quote
Send the AMC quote with the plan, the quantity of units and a start date.
- Accepted
The customer accepts online and the contract starts, with the yearly or quarterly invoice made.
- During the year
Parts and extra visits are added as one-off charges, and payments are recorded against invoices.
- Renewal
The customer is reminded before the renewal, and the next invoice is made on the date unless they cancel.
Built around service contracts
Yearly, half-yearly or quarterly
Bill the contract in advance for any period, priced per unit covered or as a flat fee.
Quotes accepted online
Customers accept without an account, and the contract starts with the quote's terms (Standard plan).
One-off charges
Parts and extra labour invoiced now or added to the next invoice, with their own VAT or sales tax rate.
Approve before invoicing
Renewals can wait for your approval before anything is invoiced or emailed (Professional plan).
Custom fields
Equipment serial number, site address or contract number on the contract and in the invoice notes.
Renewal workflows
Emails to the customer or the salesperson days before a renewal, and a note when it renews.
Move your contracts in this week
- Create a plan for each contract type: comprehensive, labour only, quarterly service.
- Add fields for equipment serial number and site.
- Import running contracts with their next billing date.
- Make a price list for dealers or builders.
- Set a workflow to email customers 15 days before renewal.
Add more Ellibo apps when you need them
One account, the same customers, items and team in every app.
Field ServicePlan service visits and send technicians with a checklist. InventoryKeep spare parts in stock and see what each job used. HelpdeskLog breakdown calls from contract customers as tickets.Subscriptions for AMC & maintenance: FAQ
Can I see which contracts are due for renewal?
Yes. The upcoming renewals report lists subscriptions renewing in the next days with each invoice amount, so you can call customers before the date.
Can the customer accept the AMC quote online?
Yes, on the Standard plan and above. They open the link, type their name and click Accept and start. The contract and its first invoice are made for you.
How do I bill a replaced part during the contract?
Open the contract and click Add a charge. Choose Invoice it now or Add it to the next invoice.
Can I bill per machine or per unit covered?
Yes. Price the plan per unit and set the quantity, for example 22 air conditioners. Change it when units are added and the difference is pro-rated.
Can renewals wait for my check before they go out?
Yes, on the Professional plan and above. Turn on Approve invoices before they go and renewals wait on a page for you to approve.
Does this replace Field Service?
No. Subscriptions handles the contract billing. Ellibo Field Service plans the visits and sends technicians, and both use the same customers.
Subscriptions for other businesses
More Ellibo apps for home & field services
Renew every contract on time, every year
Start on the Free plan - no card needed. Add more apps whenever you are ready.