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
1
Contract Details
Set up contract information, customer, dates, and service interval
2
Service Objects & Resources
Select covered Service Objects, assign resources, and add contract documents
3
Generate Planned Maintenance
Automatically create scheduled maintenance work orders for the contract period
Step 1: Contract Details
Contract Information
The Service Interval determines how often maintenance work orders are automatically generated.
Contract Period
Customer & Location
The selected Building defines the service location for all generated maintenance.
Step 2: Service Objects & Resources
Covered Service Objects
1
Click 'Add Service Objects'
Opens a modal to select from the customer’s installed equipment
2
Search and Select
Find Service Objects by ID, serial number, or name
3
Select Multiple Objects
Multiple Service Objects can be included in one contract
4
Confirm Selection
Selected Service Objects are added to the contract scope
All selected Service Objects are automatically included in scheduled maintenance work orders.
Resources & 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:1
Analyzes Contract
Reads contract period, interval, and Service Objects
2
Creates Schedule
Calculates all maintenance occurrences
3
Generates Work Order Drafts
Creates planned maintenance records
4
Links Service Objects
Each draft includes assigned Service Objects
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
1
Contract Saved
Service Contract is created
2
Maintenance Generated
Planned maintenance drafts are created
3
Active Status
Contract becomes active
Summary
Service Contracts automate preventive maintenance based on:- Customer
- Service Objects
- Service Interval
- Assigned resources