Contract Manager Standard Features

• Multiple locations covered under one contract.
• Strong Equipment Management and Tracking.
• Flexible billing and rate options for automated and accurate invoicing status.
• Set Contract properties such as Renewal Adjustments, Price Matrix, default worker, commissions and more.
• Materials, kits and tools needed to do a job can be predefined.
• Enter memos to describe details of services and legal text. Prints on contract and invoice forms.
• Specify equipment covered under contract.
• Generates renewal proposals.
• Metering and other usage tracking and billing are handled.
• Attach any Windows support document to the contact for viewing and printing on forms.
• User defined contract types for defining the nature of the contract such as Standard, Rental, Metered Subscription,etc.
• User defined contract terms such as Yearly, Quarterly, Monthly, Deferred, etc.
• Billing methods include: Periodic, Flat Rate, Block for Hours/Dollars, Service Levels and more.
• Import large lists of customer equipment quickly.
• Instantly view invoice detail and payments made.
• Integrates with our eService Web module for taking contract requests and other functions over the internet.
• Assign staff responsibilities including primary field tech, managers, sales department, etc.

Cost, Estimate, Budget Trucking

• Define cost tracking categories for cost-of-service analysis.
• Compare actual cost to estimates, budgets, and coverage parameters.
• Define phases to structure and manage the contract at a very detailed level.

Contract Coverage

• User-defined scope-of-service to define what is covered under contract.
• Define if parts or labor are included and to what extent.
• Define if travel charges apply and allowed distances.

Scheduled Maintenance

• Define, Manage, and Bill Scheduled Tasks (preventative maintenance). Frequency by days, weeks, or months.
• Pre-Scheduled services years in advance.
• Completely automated from definition of scheduled service through the service cycle and billing.

Reporting and Management

• Automated Business Alert can be set to notify manager when service is not complying with a contract's parameters.
• Automated Business alerts expiring contract, milestones, action items, and payments.
• Resource Management. Tools available to ensure you have the proper labor and materials available to meet contract scope-of-service.
• Reports Include: Profitability, Expiring Contract, Expiring Warranty, Contract Status, Contract Detail and more.