Service Contract is an agreement between you and your customers to provide service on the product for a limited time period.
Service Contract is a negotiated agreement for the products rendered to your customers. As per the agreed contracts, your support center is supposed to offer service for the product for agreed period of time. It boosts the level of customer satisfaction and builds healthy trading relationships.
Creating Service Contracts Manually
You can enter Service Contracts details manually from Service Contracts Module. This might come handy if you will have to enter Service Contracts details individually.
Steps to create Service Contracts records manually
- Hover over icon.
- Click Service Contracts under SUPPORT.
- In Service Contracts tab, click on Add Service Contracts button.
- In the Create Service Contracts view, fill in the project details.
Information of fields in the Service Contracts create view
|Organizations/Contact name||This field will be automatically updated with the Organization or Contact related to Services module if Service Contract will be added from Invoices, Sales Orders, Purchase Orders, and Quotes|
|Start Date||Provide service start date|
|Due Date||Provide service expected end date|
|Tracking Unit||Select the desired tracking unit from the picklist accordingly. When a Case related to a Service Contract is closed, lookup is done in Hours and Days fields of the Cases record and Used Units field in Service Contracts will be updated accordingly|
|Total Units||Specify the number of service instances you would offer|
Information about fields in the Service Contract detail view
|Used Units||Automatically updated when Status field of Case associated with Service Contract is set to Closed|
|End Date||Automatically updated when Status is set to Complete, or Used Units reaches, or exceeds Total Units|
|Planned Duration||Automatically updates when Service Contract will come to an end. Calculated as Due date - Start Date|
|Actual Duration||Time taken, in days, to complete the Service Contract. Calculated as End date - Start Date|
|Progress (%)||Automatically updated when the Used Units field is updated. Calculated as Used Units/Total Units * 100|
- Click Save
You can enter basic details of a Service Contracts record through Quick create. This might be helpful if you are running out of time.
Steps to create Service Contracts records through Quick create
- Hover over icon on top right corner.
- Click Service Contracts
- In the Create Service Contracts view, fill in the Service Contracts details.
- Click Save.
Edit Service Contracts
After the Service Contracts is saved, you can edit it by hovering on a particular field value from the Service Contracts Summary view or Service Contracts Details view. You can even edit it by clicking on the Edit button present at the top right corner of the Service Contracts detail view.
Associating Service Contracts with Other Records
This will display all-round view of relations of Service Contracts module with other modules and maintain a log of a complete history.
You can keep track of following details in Service Contracts Module
|Service Requests||To associate existing Case records|
|Documents||To associate existing documents with Service Contract record|
Import Service Contracts
BzCRM supports importing Service Contracts from external sources such as .csv and .vcf files. As it saves lots of time and efforts, it might come in really helpful for your team to import thousands of records instantly.
Export Service Contracts
If you ever want your data in the form of a spreadsheet, you can export your Service Contracts records right away.
Steps to export your data
- Hover over icon.
- Click Service Contracts under SUPPORT
- In Service Contracts list view, select the records that you wish to export by enabling the checkboxes.
- Click on and select Export option.
- In the Export Records page, you will find the following options
- Export selected records - Click on the radio button to export the records selected in List view
- Export data in current page - Click on the radio button to export all the records that are on the current list view page
- Export all data - Click on the radio button to export all records in Service Contracts Module
Lastly, click on Export Service Contracts button.
Calculation of Service Instances
Used Units’ field in the Service Contracts module defines the number of Service Instances resolved by your Support center. The field value is computed based upon Status field of the Cases module, and Tracking Unit field for the Service Contracts module.
|Tracking Unit||Case Status||Used Units|
|Incidents||Closed||Used Units + 1|
|Re-opened||Used Units - 1|
|Days||Closed||Days value in the Case Used Units + Days of Case|
|Hours value in the Case Used Units + (Hours of Case / 24)|
|Reopened||Days value in the Case Used Units - Days of Case|
|Hours value in the Case Used Units - (Hours of Case / 24)|
|Hours||Closed||Days value in the Case Used Units + Hours of Case|
|Days value in the Case Used Units + (Days of Case * 24)|
|Reopened||Hours value in the Case Used Units - Hours of Case|
|Days value in the Case Used Units - (Days of Case * 24)|