Service agreements are the business — treat them that way.
For installation and service companies, service agreements are often the most stable part of the business. Yet they are surprisingly often managed in calendars, binders and spreadsheets.
Three signs it is time
1. Agreement billing takes days. If the billing basis is re-keyed by hand every month, the margin disappears into admin — and revenue is missed when agreements change.
2. The service intervals live in one person's head. Annual inspections and agreement service that depend on someone remembering them are a risk, both for you and for your customers.
3. Nobody knows what an agreement is worth. Without a link between the agreement, the work performed and the costs, there is no way to see which agreements pay their way.
What a tool needs to handle
Agreement service that schedules itself according to the intervals. Billing bases generated automatically. And profitability per agreement — in real time, not after the fact.