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The following topics explain procedures to set up the Service Management optional Maintenance Contract module . Like the Core module, you will select module options, label user-defined fields, and establish lookup lists. The procedures generally need to be completed once, but you may refer to this chapter for instructions on changing the module setup. Setup instructions for tasks, task lists, and scheduled maintenance are listed in the section Using scheduled maintenance tasks. The Maintenance Contract module is an optional module. For purchasing information, contact Key2Act Salesoffers control over the timely performance of maintenance services. With this module, you can provide your customers quality service and capitalize on the benefits of that service. Additional maintenance contracts may be established based on historical service calls.

The Maintenance Contract module is an optional module. For purchasing information, contact Key2Act Sales.

Overview

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.