ServicesAMC & Service
Annual maintenance contracts, the equipment they cover and the visits they entitle.
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.
What it does
AMC & Service, in the product’s own words
- 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
Before you start
What has to be in place
- 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.
In the user guide
7 tasks, explained
- 01Write, activate, renew and end a contract
- 02Keep sites and equipment
- 03Log, assign and manage service requests
- 04Work the service schedule
- 05Handle warranties and claims
- 06Estimate, then invoice completed work
- 07Track costs and issue customer share links
Works with
The same records, not a sync
AssetsWhat the company owns, who has it, and what it is now worth.HelpdeskTickets from customers, and the knowledge base that answers them.InvoicingInvoices, payments and the money owed.InventoryProducts, warehouses and what is actually on the shelf.SharingOne set of rules for getting a record out of the system.