Sage Timberline Office | Service Agreements/Preventive Maintenance software
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Service Agreements (131 KB .pdf)
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Service Agreements/Preventive Maintenance
Is preventive maintenance a part of your servicing commitment? With the Service Agreements module, you're able to track service agreement dates, view preventive maintenance schedules, and program your system to prompt you when service agreements are due. You're also able to assess service call profitability and account for additional revenue gained when making the calls.

Service agreement and maintenance tracking

  • Track service agreement start, end, and expiration dates.
  • Display preventive maintenance schedule for next 12 months by technician on easy-to-read preventive maintenance board.
  • Program system to prompt you when service agreements are due for renewal.
  • Account for additional revenue due to service agreement calls.
  • Assign sales and costs to individual customer equipment.
  • Override labor rates by warranties or service agreements.
  • Perform multiple or periodic billing.
  • Price service by total agreement, by piece of equipment, or at time of billing.
  • Schedule recurring maintenance by date range.

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