Take Control of Your Contracts: The Secret to a Smarter Service Business

Tired of juggling spreadsheets and chasing paper trails for every service contract? Managing contracts can be a massive headache, from tracking start dates and renewals to ensuring every job is scheduled correctly. It's a time-consuming process that can quickly lead to missed appointments, inaccurate billing, and unhappy customers.

But what if you could put your contract management on autopilot?

With the comprehensive contract management features in Workforce Manager, you can streamline your entire workflow, ensuring you're always on top of every agreement, every time. Here’s how you can transform your service operations.

Say Goodbye to Confusion with Clear Statuses

Your contracts are no longer a mystery. The system offers clear statuses like 'On Hold,' 'Cancelled / Terminated,' and 'EXPIRED.' This gives you an instant, visual overview of where things stand. If a customer cancels, you can flag the contract while preserving all the historical data for future reporting. No more guesswork or awkward phone calls—you’ll know the status of every single agreement at a glance.

The Power of Automation at Your Fingertips

Imagine a system that works for you, not the other way around. The Contract manager allows you to automate key parts of your business:

• Auto-generate jobs: Simply set the start and expiry dates, and the system automatically creates all the service or LOLER jobs within that period.

• Effortless renewals: With the 'Renew on Expiry' toggle, you can set up automated renewals, so you never miss a chance to extend a contract.

• Sequential jobs: For long-term clients, the 'Sequential Jobs' option is a lifesaver. It creates the next service visit only after the previous one is completed, ensuring your schedule is always perfectly up to date.

More Than Just a Date: A Wealth of Detail

It's the small details that make a big difference Workforce Manager doesn’t just manage dates; it gives you full control over every aspect of a contract:

• Tailor it to your business: You can add custom contract names and service routes, assigning specific jobs to specific engineers.

• Track every pound: Record the Service Price and LOLER Price to keep track of the contract's total value, with an option to note when the insurance was paid.

• Never miss a beat: Need to exclude past visits from a new contract? The 'Exclude Past Incomplete' toggle makes it easy. For rental agreements, a dedicated dialogue helps you track all hire activity.

By making the switch to a smarter, more automated approach, you can free yourself from the administrative burden of contract management. Stop losing time on manual tasks and start focusing on what really matters: providing exceptional service to your customers.