- Maintenance Agreements

By: Shafers  09-12-2011

Maintenance Agreements


The Shafer’s Maintenance Agreements feature, as part of the all-encompassing Service Module, eases the process of creating, maintaining and renewing your customer’s maintenance agreements while helping improve sales. Efficiency will be realized with the ability to view the customer’s profile, equipment and tasks to be performed all within one application.

Features include scheduling visits, , creatingand sending renewal letters (created through easy-to-use templates) and the ability to process . The feature is valuable when viewing all customer maintenance agreements, phone listings, agreement profitability and agreement expirations. You'll also be able to track all sales within the agreement and extra work billed outside the agreement. The system can quickly retrieve by due date within any zone and is totally interfaced with the . Maintenance calls can be automatically imported to the boards open call queue before they are due, helping to ease and eliminate missed maintenances.

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