Maintenance and Service Contracts
PortalProdigy’s Maintenance and Service
Contracts feature is designed to help you better organize and
efficiently manage your service business. PortalProdigy provides
everything you need to process and manage your maintenance and service
contracts. Define covered and non-covered services; include items such
as replacement parts, materials, etc. Specify contracted rates and item
pricing; create online agreements and customer acceptance; integrates
with the Help Desk and Time Tracking & Billing features to provide a
complete contract management system. Provide clients with the ability to
enter service requests on your website; create authorized staff access
lists for each client; PortalProdigy validates access authorization and
services coverage and automatically creates Work Order for billable
services. Options to require online credit card payment for billable
services or to offer credit terms. Authorization process can be
configured to require approval by client decision maker rather than
requestor and will automatically generate an electronic approval
request. Flexible billing options allow monthly, annual and quarterly
billing of fixed service contract fee; also includes option to charge
setup or initiation fee.
Maintenance and Service Contracts features and benefits include:
- Define covered and non-covered
- Covered services can be included at
no charge or billable at contracted rates.
- Define covered and non-covered
items (products) such as replacement parts, materials, etc.
Integrates with PortalProdigy’s Item & Inventory Management feature.
- Covered items (products) can be
included at no charge or billable at contracted rates.
- Track both billable and
non-billable time.Define contracted rates for services and items.
Rates can be based on discount from standard rates or specified
- Option to charge flat rate for time
or to charge specified rate for each type of service (task type).
- Option to charge for services on
fixed fee basis. Contracts can contain a combination of both fixed
fees and billable time.
- Ability to set quantity limit for
each covered service.
- Ability to allow clients to
signup for, approve, and make payment for contracts online.
- Create and manage an unlimited
number of service requests and projects.
- Auto retrieval of customer
information including billing address, shipping address, and credit
terms. Retrieved values can be changed.
- Setup contract period (duration)
independent of billing frequency, e.g. define a one year contract
that is billed and paid on quarterly basis.
- Automate contract billing and
- Option to send electronic invoices
and renewal notices.
- Self service request entry allows
customers to request services online with option to automatically
generate Work Order for billable services and get customer approval
- Fully integrates with
PortalProdigy’s Help Desk and Service Request system.
- Fully Integrates with
PortalProdigy’s Transaction Management system.
- Ability to grant and control access
to other website services based on contract type. E.g. a service
contract can be used to grant access to Discussion Forums, Help
Desk, Exchanges, Downloads, Documents, etc.
- Create authorized user access lists
for each client to limit access to contracted services.
- Generates automated customer and
staff email notifications. Fully integrates with PortalProdigy’s
- Print summary and detail reports