Maintenance agreements have become a regular feature in the relationship between the HVAC industry and its customers. And even if it’s a relatively new element, you can use a service software solution to manage your maintenance agreements the easy way.
Now, what exactly are those maintenance agreements? A maintenance agreement is an ongoing service contract that a customer can subscribe to with your field service company. Your company will then be in charge of performing maintenance tasks in the customer’s installation. That is, for as long as the contract is valid.
And why have they become so popular? Well, for starters, they can quickly become a source of recurring income for your field service business. And they are also a nice extra service that your company can offer. That said, you better count on a service software solution to manage this feature properly.
A field service software such as Synchroteam makes the management of maintenance agreements easy as pie. You can, for example, find information about the contract for any customer in a couple of clicks. Not to mention the ability to automatically schedule the maintenance check-ups included in the contract! But there are even more reasons to use a service software solution to manage your maintenance agreements.
Sharing agreements is easy
The first important thing you need to decide when signing a new maintenance agreement is the guidelines and conditions of the contract. You can then use your service software solution to share it with your customer, either via email or printing a copy to send it by mail, old style.
A better organization
If you already use a service software solution to manage your customer database and track all of your jobs, you can also use it for maintenance contracts. In this way, all the important information will be held in one place, and you can check it at any time. The data you store about maintenance contracts should at least include current contract status, conditions and expiration date.
Scheduling maintenance check-ups
The basic feature in any recurrent service agreement is a regular maintenance job, usually (at least) once a year. You can easily schedule these jobs in your service software solution when the time comes, so that your customer gets the service they paid for. As long as the contract is active, the maintenance jobs can be easily scheduled this way, and you can manage them directly in your service software solution.
Generating reports
Managing your maintenance agreements in a field service software such as Synchroteam means you store all sorts of data there. And with this data, you have the possibility to generate reports that can be very useful. For instance, you can quickly create a report in your service software solution with maintenance agreements that will expire soon. With this information, you can then contact those customers to talk about renewal.
Invoicing the customer
Just like reports, you can also generate invoices for your maintenance agreements in a very easy way, with the help of a service software solution. According to the conditions of each contract, you can generate those invoices monthly, quarterly or annually. The service software solution will then let you share them by email. You can also print them out to send a paper copy.
Maintenance contracts are yet another thing you can easily manage in your field service company with the help of a service software solution. These applications keep you on top of everything that’s going on in your business. At the same time, it helps you stay organized! And look up any detail about any maintenance contract in just a few seconds.
Synchroteam is one of the most efficient service software solutions you can find on the market, so why not give it a try? Download the free demo now!
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