Maintenance Contracts

  • Streamline the management of maintenance contracts with automated quoting, invoicing, revenue recognition, preventive maintenance scheduling, work order creation with tasking, and tracking of master and individual contracts per location
  • Easily retrieve documents stored in various formats containing warranty information, maintenance records, CAD drawings, specifications or manufacturers’ operating and maintenance manuals
  • Connect your contract estimation process from sales to operations with an estimating program that gives you the ability to track, manage and follow up on quotes through the entire lifecycle of a contract
  • Generate service estimates based on the tasks to be performed and a fixed cost for each task
  • Produce comprehensive maintenance estimates
  • Ensure work performed in the field is the same as proposed in the estimate

Customer Self-Service

Help improve customer insight and satisfaction with real-time self-service access to:

  • Service call scheduling and monitoring
  • Service history and contact information
  • Maintenance agreements and equipment lists
  • Reports and invoices