There could be any number of reasons for having contracts with your customers. You might provide ongoing reactive maintenance in return for a monthly fee, or maybe you offer extended warranties as part of your sales cycle.
Whatever the nature of your customer contracts, you are sure to find everything you need to minimise any administrative time. With Contract Management, you will have the ability to create routine site visits, recurring invoices, scheduled tasks and correspondence specific to each contract.
Below is a snapshot of some of the most popular key benefits from using the Contract Management Module.
Automatically generate recurring invoices at specific schedules based on your contract with your customer.
Invoices are calculated on the number of items that month (i.e., the number of licences), or as a proportion of the total contract value, for instance, 1/12 of the annual contract value if invoicing that customer every month.
Invoices can be automatically sent to your clients automatically and posted into your accounts software with no human intervention.
Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.
Contract management is normally used to describe the process of creating, sending and storing contractual agreements between you and your customer.
More advanced capabilities enable you to set different contract lengths, payment cycles & automate the process of creating jobs and tasks at pre-determined intervals.
Any good contract management software should allow you to manage different types of contracts simultaneously with no fuss.