WHO: HVAC and Plumbing Contractors that have clients with schedled maintenance service contracts
WHAT: On the Work Order, create a new field called Service Contract. When the Service Contract filed is populated, all pertient information including the Location, Equipment, billing amount, and expirery date be pulled into that Work Order.
VALUE: Once the Service Contracts, locations, and service equipment are set-up on the AR Client, it will be smooth and quick to bill out those maintenance visits.
NEED: Currently the Service Contract is an iformation only table, useless to most contractors except for reference. Without this integration, the time to bill maintenance is lengthly and cumbersome.
by: Barbara T. | over a year ago | Service Receivables
Comments
Absolutely - we are looking at an additional software to try to make this work. THis is by far the worst scenario - especially in the age of laptops/ for service - there is no way to create a work order to send tech.
PLEASE MAKE THIS HAPPEN!!!!!
I have a current prospect that needs at least a service maintenance contract. I was really surprised that there is not one available.
THis is the one thing.... that continually makes me look at other software. AS MUCH AS I LOVE SAGE this is the biggest downfall to the whole package.
This is a Huge hole in the Software for all Service Industries. We need to be able to enter our contracts and have them create work orders when they are due. this will allow th integration with SSO. Without this integration the scheduled maintenance process is all Manual....Not good
I'm going to agree with David M. (above) We need the tickets automatically created when the maintenance is due. Wish we would have realized this before purchasing.
We have had several requests from our team for a more seamless integration of the Maintenance Contract Management and integration with Sage.
We are currently setting up a deposit work order tickets with an negative amount for the prepayment. Then a second, third, or multiple “positive contract value” work orders are set up referencing the original deposit to draw down the contract value to zero as each maintenance is performed. Then after several queries, emails, and phone calls, a renewal is sent to the customer. This process is cumbersome, requires multiple drill downs into the client information and several different queries to determine the status of the contracts. Maintenance agreements are a significant part of our business and we need a much simpler interface!
Desired Improvements include:
• Icon / special notification on assigned work order screen for tech regarding Maintenance Contract Status with Expiration Date and what type of contract the customer has.
1. Platinum(HVAC, Electrical, Plumbing)
2. Deluxe (Electrical & Plumbing) or (HVAC & Electrical) or (HVAC & Plumbing)
3. Basic (HVAC or Electrical or Plumbing)
• Automatic Discount within Contract Date with override option.
1. Platinum = 15% Discount
2. Deluxe =10% Discount
3. Basic = 10% Discount
Option to change above discount amount as needed.
• Auto Warning for Dispatch Team when Client information is pulled up if maintenance contract will expire within company selection warning time…maybe 30, 45, or 60 Days. (This may be a Sage Issue)
• Maintenance Contract Checklist and notes that are customizable per trade that can be attached to work order for detailed explanation of findings and/or issues that need attention.
• Currently we have Clients with multiple locations but may not have a contract on every location. We have decided to set up each location as a separate “Client-LocationA” for now to help our techs with dispatch information and maintenance contract status. This can get very messy with large clients who consider each piece of equipment a separate “location”.
• Integration of renewal contract that is attached to the client and could be auto-emailed with a click (with approval from a dispatcher or supervisor). Customer can make notes on agreement such as filter sizes or correct equipment info, electronically sign, and choose payment options – Mail Check, Credit Card, Paypal, etc. With company review and payment approval new agreement could be auto populated into sage for next service term.
• Integration of auto follow up email(s) if contract is not received / renewed within X days and notification to dispatcher(s) and supervisor(s).
• Integration of Maintenance Contracts reports (Current), (Renewing), (Follow-up Status), (Cancelled Status).
• Ability to apply global change to all contract agreement pricing and agreement terms by type upon renewal. Example: All renewal contracts for 2019 plumbing will be increased by 10%, All 2019 Platinum Agreements will increase by 5%.
Thank you for your help regarding the above and any feedback on what can be done in the near future is much appreciated.
I'm going through a full maintenance upgrade in Sage. Have you created templates for you W/O's? I then purchased the PM app and with the click of a button, my maintenance work orders are created each month. Because the WO template rarely changes, the invoice is ready to go as soon as the maintenance is done! I recommend utilizing the Sage Consultants at Alliance Solutions.