Define the work, then get to it.
You’re prepared to tackle every job on the books with BuildOps maintenance tasking. Predefine parts so you can order them in advance. Pre-load the workflow so techs know their tasks when they arrive.
Once you and the customer agree on the rates, their custom pricing applies automatically throughout the life of that relationship. No more searching through the records every time you need to price something, even when it’s for pull-through work.
Lightspeed scheduling means no job left behind.
With a glance, you see when all visits are due and ensure they’re scheduled to be done on time. Filter views to see all visits needed for the month and bulk schedule them with one click.
You can even schedule according to a location by filtering visits by zip code so you can assign one tech to tackle them all, one after another.
Know what’s making money vs. tanking margins.
Understand the key metrics that keep you in business:
- Dollars spent on maintenance for a customer versus how much was planned
- Complete work history, time spent, costs involved—down to the asset level
- Total profitability per customer, combining maintenance visits plus pull-through work
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Service Agreement Software FAQs
What are the benefits of leveraging service agreements?
Service agreements are the “lifeblood” of a service contractor—creating predictable cash flow, generating opportunities for additional pull-through work, and making plans for parts and labor more efficient.
The challenge comes from keeping them all organized and on schedule, but that’s exactly where BuildOps comes in.
For more information, read this blog post about the value of maintenance contracts (AKA service agreements).
How do you invoice service agreements?
Service agreement invoicing is as easy (for both contractor and customer) as invoicing for one-off visits. Plus, you have some options to make it even simpler to handle them in large amounts.
You can choose to automate sending out invoices for an agreement at regular intervals if you want. Or you can mass-generate invoices for all your payments that are due at once. Don’t forget, everything also integrates seamlessly with your accounting system.
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