Service Pro FSM/Service contracts
Quote it, build the contract, schedule the work and bill the installments in one system.
Service Pro FSM manages service contracts from quoting and contract creation through automated scheduling and installment invoicing, and ties each contract to the equipment it covers.
A contract nobody tracks leaks revenue quietly.
Agreements kept in paper files, spreadsheets or a stand-alone system drift away from the equipment they cover. Covered work gets billed, billable work goes out free, and renewals lapse because nobody's watching the date.
Service contracts are the foundation of repeat business, and Service Pro FSM keeps them tied to asset tracking, so coverage, schedule and billing come from the same record.
Coverage set unit by unit.
Apply a contract to all of a customer's equipment or only some of it, vary warranty or contract coverage by unit, and add, transfer or change equipment as the site changes. Coverage periods are flexible, and service agreements generate from the contract itself.
- Variable coverage of warranty or service contract by each unit
- Contracts applied to all or some of the equipment you track
- Warranty contract revenue tracked and captured alongside the rest
Renewals the account team can see coming.
Internal visibility into upcoming renewals means the account team sees the date while there's still time to renew, and recurring renewal support cuts the lag on a new contract or service agreement.
- Upcoming contract renewals listed with their coverage and status
- Installment billing on a variety of intervals, set on the contract
- Preventive maintenance contracts tracked and scheduled from the agreement
What service contract management includes
Quoting and contract creation
The contract starts from the quote, so the terms carry through.
Generated service agreements
Agreements produced from the contract, so nobody's retyping them.
Variable coverage by unit
Warranty or contract coverage set for each piece of equipment.
Equipment changes
Add, transfer or change equipment on a contract as the site changes.
Installment billing
Contracts billed on a variety of intervals, set on the contract.
Flexible coverage periods
Coverage that starts and ends where the agreement says it does.
Renewal visibility
Upcoming renewals visible to the team before an agreement lapses.
PM contract scheduling
Preventive maintenance contracts tracked and scheduled from the agreement.
Warranty revenue
Warranty contract revenue tracked and captured with the rest of the work.
Speed up your Time-to-Invoice on Service Pro FSM.
Installment billing runs on the intervals the contract sets, and coverage sits on the same record as the work, so billing sees what's covered before the invoice goes out.
See how Time-to-Invoice worksClose-out
Ready for billing
Assembled from the job record
- Contract terms on the order
- Coverage by unit
- Installment schedule
- Ready for invoicing
- InvoiceReady
Each capability works from the same Service Pro FSM record.
The job, the asset, the contract and the parts sit in one system, so what dispatch sees is what the technician sees, and it's what billing sees too.
Questions service leaders ask before they commit to a system
Yes. A contract can apply to all or some of the equipment you track at a site, with coverage set unit by unit.
Installment billing runs on a variety of intervals set on the contract, and coverage periods are flexible, so billing follows the agreement as it's written.
Upcoming renewals are visible internally with their coverage and status, and recurring renewal support shortens the lag on a new agreement.
Yes. Preventive maintenance contracts are tracked and scheduled from the agreement, with PM visits created automatically.
You add, transfer or change the equipment on the contract, and the asset's history and coverage move with it.
See a contract run from quote to installment.
Bring one of your more complicated agreements and we'll set it up in Service Pro FSM with you.