Maintenance Contract Procedures
The Service Management optional Maintenance Contract module offers 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.
Procedures described in this section include instructions for creating maintenance contracts, maintenance tasking, maintenance service calls, invoices, and master contracts. The Maintenance Contract module is an optional module. For more information, contact WennSoft 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.