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Service
Manager caters for various service agreement
types including site service level agreements,
meter and warranty agreements. |
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A customer can
have many agreements. An agreement can cover
many sites, each site can have multiple
equipment, and an agreement can cover the entire
site or specific equipment. |
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Agreement s
take full advantage of the functionality offered
by the job system and equipment can be billed
separately on an agreement to track
life-profitability. |
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You can
specify whether to cover standard, labor,
contract services or parts from inventory.
Define the level of cover on a scale of 0% to
100% so that when a service or item is added to
a job it is automatically charged, or covered
under the agreement contract. You can set the
contract to no cover for situations such as
abuse at any time. |
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Define
response prioritization to ensure rapid and
timely response for customers that require
critical support. |
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You can track
the agreement status as being active, suspended
or expired as well as specifying the
commencement date, the period of cover, and a
review date. |
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View and
analyze agreement revenue, costs and
profitability at any time. A warning facility
exists to notify you when costs exceed a defined
percentage of the revenue billed to date on the
agreement. |
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The notations
and user defined custom field functions are
featured in agreements. |
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User-definable
usage agreements are also available. Examples of
these types of contracts include tracking a
specified block of labor time, or the number of
incidents allowed. |
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Fully
automated recurring billing functions include
user-definable frequencies. Agreement billing
can be automatically escalated on renewal.
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Automatic
standing journals can be created to amortize
agreement revenue to the G/L. |
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Meter
agreements can be setup to cover equipment and
to bill contract s based on usage. These can be
applied to motor vehicles, office equipment,
heavy machinery, pumps, aircraft, electricity
meters, water meters and other types of
equipment. Special formulae can be created for
billing purposes. |
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Warranty
Agreements can be created to allow you to recoup
fees for all work performed under warranty where
you act as agent for a vendor or manufacturer’s
equipment. Billing can be accumulated to the end
of the month so that one claim for all work
performed during that month can be submitted.
Claim information can be transferred online or
exported as required to vendor/manufacturer
specification. |
