Write, activate, renew and end a contract
Four states, deliberately distinct. A written contract entitles nobody until it is activated, and a contract that ended still has to be readable for the work done while it ran.
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AMC & Service
AMC & Service runs annual maintenance contracts: the contract itself, the sites and equipment it covers, the visits it entitles the customer to, and the estimates and invoices that follow work done outside it.
Try it in the demoamc · 7 tasks
Before you start
- Sites and the equipment installed at them. The contract covers equipment, so an empty site covers nothing.
- A service schedule people actually look at, otherwise entitlement quietly becomes goodwill.
What AMC & Service does
Annual maintenance contracts, the equipment they cover and the visits they entitle.
Keep sites and equipment
Equipment is recorded at a site, and service history attaches to the equipment. Move an item between sites rather than re-creating it, or you lose the history that justifies replacing it.
Log, assign and manage service requests
A request is the customer’s problem; assigning it makes it somebody’s. Both are kept against the equipment.
Work the service schedule
The schedule is what is due. It is the difference between a maintenance contract and an insurance policy.
Handle warranties and claims
A warranty claim is work you may not be paying for. Recording it as a claim rather than a visit is what makes that recoverable.
Estimate, then invoice completed work
Work outside the contract is estimated and then invoiced from what was actually done, so the customer sees the same job twice rather than two different ones.
Track costs and issue customer share links
Share links let a customer see their own service record without an account. Costs stay on your side of that line.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
AMC & Service on the Services page- Contracts written, activated, renewed and ended
- Sites and the equipment installed at them
- Service requests logged, assigned and managed
- A service schedule of what is due
- Warranties and warranty claims
- Estimates written, and completed work invoiced
- Costs, and customer-facing share links
Where it connects
The modules AMC & Service hands work to, or takes it from. Most problems that look like one module are a handover between two.