Agreements

Service and maintenance agreements can be a tremendous help to your business. They develop stronger relationships with your customers and can help keep your technicians busy when your business is slow.

But, if you don't have a SYSTEM that manages them, you'll find yourself overwhelmed with a paperwork nightmare! Consider how many different things you have to keep track of, like...

Type - fixed term or perpetual
Coverage - maintenance, parts and labor, parts only, labor only, etc.
Visits/Year - how many times per year
# Years - if it's a fixed term
# Visits
Visit Months - what months you'll perform your visits
Sale/Start/End Dates
Discounts - if any - on parts, labor, services, etc.
Payment Methods - partial-pay, annual pay, prepaid, etc.
Defer Revenue - especially if you're selling prepaid agreements
Charge an Invoice to an Agreement

Our Agreement Module will allow you to handle any type of agreement easily - without a paperwork nightmare!