Testimonials
"A&B sends a hearty thank you to everyone at ServiceFirst. It is really a pleasure to be
working with such a great company."
Bill Miller
A&B Air Conditioning, & Heating
"A&B sends a hearty thank you to everyone at ServiceFirst. It is really a pleasure to be
working with such a great company."
Bill Miller
A&B Air Conditioning, & Heating
Service Agreements
Increase your sales and profits by taking control of your service and maintenance agreements.
Experienced contractors know that building up a strong stable of active service agreements is key to their success and to the long term value of their businesses. However, managing service agreements can be a bit overwhelming unless you have the right tools. The Service Agreements module is that tool! It was designed to make the whole process of selling, maintaining, servicing, and renewing your Service Agreements more efficient and profitable.
Features and benefits include:
Multiple service agreements per customer location
Link equipment items to one or more agreements
Easy and flexible scheduling of planned visits
Post planned visits to Sales & Service Manager module
Dispatching module will update service agreements
Dispatching module will update equipment list
User-defined fields for equipment list
Unlimited notes for each equipment item
Extended fields for tracking equipment consumables, such as filters
Track agreements to be renewed and automatically update visit schedule
Report Generator for custom reports with export capability
Built-in reports:
Service Agreement Report
Mailing Labels for Scheduled Visits
Visit Schedule Report
Service agreements are an incredible tool for customer retention and loyalty. Maintain strong and profitable customer relationships with our time-saving Service Agreements module!
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