Overview
The Service Contract Wizard helps you create service agreements with customers that automatically generate scheduled maintenance work orders. This wizard guides you through a 3-step process to set up recurring service, define covered Service Objects, and automatically create maintenance schedules.Service Contracts are the foundation of recurring revenue and preventive maintenance in your FSM operation. They automatically generate work order drafts based on your specified service interval.
When to Use the Service Contract Wizard
Use this wizard when:- Signing a new maintenance agreement with a customer
- Setting up recurring preventive maintenance schedules
- Creating annual service agreements for equipment
- Establishing ongoing service relationships with regular visits
- Automating maintenance work order creation
The 3-Step Process
Service Objects & Resources
Select covered Service Objects, assign resources, and add contract documents
Step 1: Contract Details
Contract Information
| Field | Description |
|---|---|
| Contract Number | Unique identifier for this service contract. Auto-generated but can be customized. |
| Contract Name | Descriptive name for the contract (e.g., “Annual Machine Maintenance - Building A”) |
| Status | Contract status: Active or Inactive |
| Service Interval | How often service visits occur: Weekly, Monthly, Quarterly, Semi-Annually, or Annually |
The Service Interval determines how often maintenance work orders are automatically generated.
Contract Period
| Field | Description |
|---|---|
| Contract Period (Years) | Duration of the contract |
| Start Date | When the contract becomes active |
| End Date | Automatically calculated |
| Activation Date | When maintenance generation begins |
Customer & Location
| Field | Description |
|---|---|
| Customer | Select the customer |
| Building | Select service location |
| Contact | Primary service contact |
The selected Building defines the service location for all generated maintenance.
Step 2: Service Objects & Resources
Covered Service Objects
All selected Service Objects are automatically included in scheduled maintenance work orders.
Resources & Teams
| Field | Description |
|---|---|
| Resources (Technicians) | Assign technicians for all maintenance visits |
| Teams | Assign full service teams |
Equipment & Materials
Tools
Tools
Tools required for servicing the selected Service Objects.
Vehicles
Vehicles
Service vehicles assigned for maintenance visits.
Parts
Parts
Standard parts typically used for maintenance of Service Objects.
Step 3: Generate Planned Maintenance
What Happens
The system:Example Schedule
Quarterly (1 Year)
4 maintenance drafts generated
Monthly (1 Year)
12 maintenance drafts generated
Semi-Annual (2 Years)
4 maintenance drafts generated
Annual (3 Years)
3 maintenance drafts generated
What Each Draft Contains
Customer & Location
Customer & Location
Automatically inherited from the contract
Service Objects
Service Objects
All selected Service Objects are included
Resources
Resources
Assigned technicians and teams
Schedule
Schedule
Calculated maintenance dates
Contract Link
Contract Link
Links back to the Service Contract
Work Order Drafts are planned maintenance records. They must be converted into active Work Orders before execution.
After Creating the Contract
Summary
Service Contracts automate preventive maintenance based on:- Customer
- Service Objects
- Service Interval
- Assigned resources