Optimize FieldAx Service Plan for Profitable Field Operations

Service Plan

Plan AMC with Custom Pricing

Annual Maintenance Contracts (AMC) are crucial in the field service industry, as they provide a structured way to offer ongoing maintenance and support to customers. Field service software plays a pivotal role in efficiently managing and handling AMC contracts.

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Here's How it Works:

Initiate Contact

Establish the start and end dates of the contract, and associate the equipment covered by the contract with the customer's preferred service engineer for preventive maintenance, as per the customer's request.

Define Scheduling Policy

Specify your preventive maintenance schedule intervals in days, weeks, months, semi-annually, and annually.

Define Pricing

Specify the pricing for preventive maintenance, encompassing parts, labor, and travel costs.

Activate Contract

Once the dates, scheduling policy, and pricing are established, activate the contract to enable automatic job scheduling.

Job Auto-Scheduling in Service Plans

The service plan automatically arranges jobs in accordance with the scheduling policy, ensuring that all utilized parts, labor, and travel are billed according to the agreed pricing.

Streamline Annual Maintenance Contracts Seamlessly

Create new enrollments in a snap

With FieldAx’s simple-step membership wizard, you can effortlessly create new maintenance plans and contracts based on equipment by simply tapping a few times. Apply charges, pricebooks, schedule regular appointments, and enable your back office to generate recurring jobs, ensuring your team is always prepared to fulfill contracted services

Customize memberships to suit individual customers

Maintenance contracts and service agreements are never universally applicable. FieldAx empowers you to personalize these contracts by incorporating additional monthly charges, optional extra maintenance tasks, membership upgrades for supplementary services, and various other customizations. Moreover, as you tailor an agreement, FieldAx seamlessly tracks labor and material costs, ensuring that your invoices remain precise and profitable.

Provide renewal options that deliver tangible benefits

When the time comes to discuss a renewal of your agreement with a customer, having a comprehensive understanding of the current contract’s performance is crucial. FieldAx offers this understanding through a user-friendly performance summary for each agreement. This summary provides clear insights into revenue, costs, the number of completed visits (both planned and unplanned), and other essential metrics.

Optimize recurring jobs for profit

FieldAx simplifies the process of maximizing profitability through your memberships and contracts. Our service agreement software enables you to identify and prioritize visits that involve aging equipment and potential replacements. Technicians can conveniently access open estimates, equipment service histories, and notes, empowering them to uncover new sales opportunities at each location

Contract-Based Technician Allocation in FieldAx

In FieldAx, you have the advantage of utilizing a feature that allows you to automatically assign default service engineers or technicians for specific jobs based on the contracts in place. This means that when a job is created or scheduled, the system will automatically assign the designated service personnel associated with the contract, ensuring that the right technicians are dispatched for the job without manual intervention. This feature not only saves time but also ensures that contractual obligations are met efficiently, enhancing the overall workflow of your field service operations.

Contract-Based Part Cost Customization

FieldAx empowers your field service business with the capability to finely tune part costs based on your service contracts. With this feature, you can effortlessly align pricing structures with the specifics of each contract, ensuring precise cost calculations for parts and materials used during service tasks. Whether it’s a fixed cost, a percentage of market price, or a unique pricing arrangement, FieldAx allows you to define and apply contract-specific part costs with ease. This level of customization enhances the accuracy of your billing processes, delivering financial transparency and operational efficiency to your field service operations. Say goodbye to guesswork and hello to precise, contract-driven cost management in FieldAx.