Use maintenance contracts to track your recurring service accounts. Maintenance contracts allow you to easily manage your service accounts, from order creating through receipt of payment.

Basic Process

  • Step 1: Create New Contract - Maintenance contracts are automated. You create them once, and the service orders and tasks are automatically created based on the contract information. There are two ways to create a maintenance contract: manually, and based on a saved template. Once the contract is created, it has a status of Open-Draft. This means the customer/prospect name has been recorded and the sales process has begun. Pre-sale marketing campaigns will also begin at this time.
  • Step 2: Customer Accepts - Change contract status to Open Active using the Open - Active button on the Contract screen ().
  • Step 3: Update service order item status as items are delivered to contract site
  • Step 4: After the month is complete, invoice customer or generate a statement
  • Step 5: Add customer payments to service invoice order when received
  • Step 6: Change contract status to Closed – Completed - Each contract is sorted by the contract status. When a contract is created it defaults to the Open Draft status. Contract status is a classification that sorts your contracts so that at anytime you can see how many contracts are in each status.

Introduction



Manage a maintenance contract

This video covers how to manage your contracts and orders efficiently.

Process a maintenance contract

Once a contract is setup and the status changed to Active, you're ready to process the contract.

Maintenance Contract Push

The service tasks associated with a maintenance contract can be “pushed” into the future based on a set number of days. For instance, if you want to move a customer’s scheduled maintenance day from Monday to Wednesday, you can push the schedule forward 2 days. Filters allow you to skips months or days and select whether processed tasks should be included.