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Chapter 14. Service

Table of Contents

14.1. New Contract
14.2. New Visit
14.3. New Service Call Reminder
14.4. New Service Call Attended

Features of Business Manager Service module:

  • Manage your Maintenance contracts, visit schedules and visits

  • A visit must be attached to a Contract.

  • A visit can be made outside Contract boundary (Effective From - Effective Till).

  • Define custom visit types. Example: Casual visit, Scheduled visit, Breakdown visit.

  • Contract visits are cost objects. Record cost per visit. Analyze whether contracts are profitable or otherwise.

    • Use contract report to find whether a contract is profitable or otherwise. (Just glance at contract value and total visit cost).

    • Use contract analysis to find contract revenue inflow and visit cost for a given analysis period.

  • 1 click and glance at all contracts about to terminate (Next 'N' days). Pursue contract renewal => Revenue inflow.

  • 1 click and glance at all terminated contracts.

Contract List [Without Visit Schedule]

Lists Contracts with no Visit Schedule defined.

Contract List [Without Visit]

Lists Contracts for which no Visit is made.

Contract List [Yet to Take Effect]

Lists Contracts yet to take effect. Deduced from 'Effective From' date.