ServiceLedger White Papers
Service
Contract Software Made Easy
ServiceLedger provides
flexible service contract management allowing to to create service
contracts for your customers, define coverage from limited to full
coverage, and invoice with whatever frequency you choose. Tracks
all contact revenue, cost and profitability and allows you to instantly
know where you stand on any service contract.
Click here to watch
any of our online demos to see how easy it is to manage contracts
using ServiceLedger.
Key
Capabilities:
-
Track
virtually unlimited service contracts per customer
-
Define
different types of contracts and coverage options with pre-defined
templates that makes creating contracts fast and easy.
-
Flexible
invoicing options allows you to invoice contracts the way you want
to.
-
Add
coverage option allows you to add coverage to a contract at any time
and invoice for it.
-
Cost
tracking allows you to track costs associated with the contract.
-
Full
revenue and profitability tracking to let you know how each contract
is performing.
-
Limit
coverage by labor or particular labor item, part or particular part
item, prepaid dollars or prepaid hours and in combination - there is
no limit on how you define the coverage.
-
ServiceLedger will charge off any work order items to the contract
that the contract will cover and any item not covered will be
invoiced to the customer.
-
Reporting allows you to send out contract statements to customers so
they know where they stand on their contract, particularly useful
for prepaid hours or prepaid dollar contracts.
-
Contract
renewals allows you to easily renew multiple contracts with a click
of a button or send renewal notices to your customers
Below you
will find information on our most common functions of the contract
management function with sample
screenshots. If you have any other questions regarding our service
dispatching software, please do not hesitate to call us at 940.497.2834
or email us at
sales@serviceledger.com.
|
|
Contract Record
The
Contract Record tracks all information about a service contract
including contract details, invoicing information, revenue and
cost via the Ledger and all service history charged to the
contract via the usage Tracking. Contracts can cover
equipment and the contract amount can be based upon different
equipment attached to the contract. All revenue, costing
and profitability on contracts available from the contract
record to let you know where you stand at any time.
|
|
|
Contract/Agreement Plans
Contract/Agreement Plans allow you to define pre-existing
templates of coverage and select them as a plan option when
creating contracts for customers for quick and easy contract
creation. Saves significant time over having to manually
define coverage for each contract at creation time. |
|
|
Agreement Renewals
Agreement Renewal Manager allows you to manage your renewals and
automatically renew contract or send out renewal notices via
Quotes that can be tracked in ServiceLedger for forecasting and
sales tracking.
|
|
|
Contract Invoicing
Contract invoicing allows you to generate multiple invoices with
one click of a button by opening the Recurring Invoicing Window
and selecting the invoices that need to be generated. Easy
options allow you to Select All or Unselect All and to check the
invoices you want to generate. All contract details can be
added to your contract invoice including invoice frequency,
coverage dates, etc.
|
|
