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Keeping track of your maintenance agreements can be a daunting task if you don’t have the right tools. ServMan’s contract management module offers power for both residential and commercial agreements. The following are just some of the features of both modules. Check out our on-line Maintenance Tasking Help for more detailed information.

  • Create an unlimited number of contracts per location
  • Link contracts to installed equipment
  • Create custom recurring tasks and patterns for inclusion on work orders
  • Link tasks to inventory items for inclusion on auto-created work orders
  • Link any number of recurring orders to a contract with any combination of occurrence patterns
  • Create custom renewal letters, labels and contracts to be printed from the system
  • View all time, materials and expenses logged to a contract.
  • Create monthly budgets for contracts
  • Quickly view all orders that have been created for a contract
  • Print custom messages on recurring invoices or orders, i.e., January Service
  • Create custom task list for specific installed equipment and link to service agreements
  • Create custom pricing catalogs for specific service contracts that can include… no charge items, billable labor, price breaks or any of our other pricing rules
  • Defer cost or revenue automatically for contract revenues
  • Set contract expiration dates or run until canceled
  • Closing contract will automatically close all recurring events
  • Create custom wizards to automatically create new contracts with a single click of a button

Other Applications

The following applications are designed to work hand-in-hand with Contract Management:

"Contract Management" is part of the ServMan Software line of products, developed by CubeSix.