contract management software
SAM Pro Enterprise's contract management software provides a solid foundation for a real-time CRM system and outstanding service. With the software, pertinent information – ranging from comprehensive job history to the on-call technician's mobile number – is always readily available. This provides the information needed for personnel to knowledgeably speak on all accounts, regardless of past experience.
Benefits — Contract Management Software
- Use ReportAnywhere to receive automatic notification of contracts with past due invoices
- Streamline data processing by providing default information for service work orders / invoices
- Easily manage contracts by attaching a signed contract and other detailed information to each site record
- Set up individual escalation profiles for each PM visit and receive automatic notification of over-budget contracts with Escalation Manager
Features — Contract Management Software
- Take advantage of a limitless, service software system:
» Unlimited amount of equipment per site / contract
» Unlimited jobs and bill-to addresses per site
» Unlimited number of authored notes
- Easily access data with multiple look-ups
- Enhance cost and revenue tracking for a contract by each piece of equipment or site
- Establish preventive maintenance scheduling that is efficient and easy to maintain
- Automatically generate contract invoices and work orders
contract management software in action
A call comes into the call center.
A customer service representative brings up the entire site history, reviews the list of available techs and immediately dispatches a tech that is in the area and is experienced with the contract.
Once the tech completes his work, the site record is updated with this job's information. PM schedules are then automatically adjusted accordingly.
