Agreements

• Agreement types include
  Meter agreements
  Warranty agreements
  Site agreements
• Multiple agreements per customer
• Multiple sites per agreement
• Multiple equipment per site
• Covers labor, parts, contractors and other
• Integrated to Scheduler, Employee Web Portal, Field users

• Common agreement functions
  Agreement status
  Period of cover
  Review date
  Cover % (labor, items, …)
  Warnings (% of revenue)
  Usage contracts (hrs/points)
  Notations
  User defined fields

 

• Common agreement functions
  Revenue to date
  Costs to date
  Agreement profitability
  Full history
  Detailed transactions
  Jobs allocated automatically
  User defined reports
• Plans
  Price lists
  Hours of cover
  Specify parts/services to cover
  Escalation

 

 

• Agreement view by Bill To Customer

 

 

• Agreement setup
  Use the agreement wizard to easily create new agreements

 

 

• Meter agreements
  Equipment based
  Periodic invoices
  Based on meter readings
  Invoice usage and parts/labor
  User defined formulae
  Multiple meters can be used
  Automated meter readings

 

 

• Warranty agreements
  Manufacturer/Vendor/Supplier based
  Choose by model or equipment
  Automated claim management
  Claims created from jobs
  Claim on cover or cost values
  Claim all parts, labor and other

 

 

• Site agreements
  Customer based
  Include equipment by site
  Recurring charges
  Anniversary or schedule
  Multiple billing lines
  Revenue amortization
  Automated invoicing
  Consolidated invoicing
  One off charges