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| We strongly recommend you complete the setup procedures before attempting any maintenance contract procedures. |
The Maintenance Contract module is used to automatically create service calls and invoices based on contract specifications. A service organization might agree to perform specific maintenance tasks on certain pieces of equipment at certain time intervals. The Maintenance Contract module automates and tracks this information, leaving time for service managers to concentrate on the service work.
The Maintenance Contract module tracks profitability by contract. Estimated, actual, and forecast costs are tracked for equipment, labor, materials, subcontractor, and miscellaneous costs. Tracking estimated costs separately from forecast costs provides feedback to measure your performance. It also confirms pricing or bidding assumptions as your company revises pricing and pursues new work.
You can create different types of contracts and track additional revenue generated by services not covered under the contract.
The visual cue of a Contract indicator signals that your customer's location has a maintenance contract. This indicator is located on the right side of the Service Manager window and Location window. The Contract indicator also appears in the Equipment window if the equipment record is covered by a maintenance contract.
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