AMC & ServiceServices
Annual maintenance contracts, the equipment they cover and the visits they entitle.
- Contracts written, activated, renewed and ended
- Sites and the equipment installed at them
- Service requests logged, assigned and managed
Selling time · Industry 04WorkSuite for
WorkSuite for
it & managed services.
Support contracts, tickets, site visits and recurring billing.
Starts with
6 apps to start from
Switched on together from day one. Everything else can be switched on later without moving data.
HelpdeskServices
Tickets from customers, and the knowledge base that answers them.
- View, manage and reply to tickets
- A knowledge base, read and maintained separately
ProjectsServices
Delivery work with a budget and a record of time spent.
- Projects created and managed
- Tasks created and assigned within them
- Time logged and approved
SubscriptionsSales
Customers on a plan rather than a one-off sale.
- Subscription plans and what they cost
- Customer subscriptions, viewed and managed
- Payment reviews decided by someone accountable
AssetsSupply Chain
What the company owns, who has it, and what it is now worth.
- An asset register, viewed and maintained
- Issue and return assets to people
- Maintenance scheduled and completed
InvoicingFinance
Invoices, payments and the money owed.
- Create, edit and issue invoices to customers
- Record payments and allocate them across invoices
- Credit notes and refunds
Later, when you need them
Switch on more without moving data
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