SERVICE AGREEMENT MANAGEMENT
- Contract administration
- Contract revenue, cost, overhead, margin and profit reporting
- Contract copy and renew
- Automated maintenance scheduling
- Automated contract billing
- EFT invoice integration
- Inclusion and exclusion tracking
- Revenue recognition
- Billing multipliers for emergency or standby hours
- Create a quote from an opportunity
- Quote Work Order Invoice
Service Agreement / Maintenance Contract
Track service agreements and maintenance contracts for specific elevators (if needed), buildings, and owners. Proactively manage renewals through built in, deadline-triggered, updates. Schedule maintenance routines for technicians and equipment.
Maintenance Contract Scheduling and Billing
Never forget to start billing a maintenance contract again. User defined contracts can be billed separately or together. Once you have invoiced a maintenance contract, you can choose to put that contract on hold, renew, or cancel.