10444 Gulfdale · San Antonio · Texas · 78216 · phone (210) 341-9188 · fax (210) 530-0102
Contract Management

 

Contract Information
  • Extensive Standard Information
  • Multiple contract per customer
  • Contract assigned to service location, territory, and route sequence
  • Contract detail may include recurring billing, recurring services, or negotiating amount
  • Pricing may be based on equipment, services, or a negotiated amount
  • Pricing may be based on unit rate table
  • Handles contracts based on meter usage
  • Standard renewal frequencies and automatic renewal option
  • Option to generate renewal proposals
  • Option to print contract/proposal addendum
  • Option to copy a contract into new contract
  • Assign equipment to contracts - interface to Inventory/Sales to help ensure you propose a service contract on all equipment you sell
Billing Features
  • Flexible billing frequencies to generate invoices for cycle billing
  • Option to accrue unearned revenue and amortize over life of contract
  • Option to prorate initial and final bills
Contract Coverage Features
  • Define billable status of parts, labor, travel, and other services
  • Define price levels and accounting
Management and Reporting Features
  • Contract Inquiry
  • Contract profitability analysis
  • Contract renewal status
  • Unearned revenue analysis
Other Special Features
  • Create proposals/turn into contracts
  • Generate scheduled service orders
  • Prepaid contract amounts may be applied to future service orders
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Service contracts tend to be complex and may include pricing exceptions, different levels of coverage, and even different billing cycles.  You contract information must be accurate, but it takes a lot of work.