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Customer Contract
Simplify the management of customers with multiple contracts.
by Joblogic Marketplace
With the Customer Contract add-on, you can streamline the management of contracts for customers with multiple contracts. Designed to give you easy visibility of every contract in your system, as well a suite of management tools including:
- The ability to write jobs, quotes and PPM activity to specific contracts.
- Define user groups to control access
- Automate contract renewal
- Apply predefined selling rates and job types linked to individual contracts
To add the Customer Contract app to your Joblogic installation, please get in touch with your Customer Success Manager. Once activated, you will be able to immediately begin setting up contracts through a user-friendly interface, optimising contract management for accurate and efficient service delivery across all customer sites.
Key Benefits:
- Streamlined Contract Management: Easily manage multiple contracts for various customer sites, improving visibility and operational efficiency.
- Job and Contract Linking: Link jobs, quotes, and Planned Preventative Maintenance (PPM) directly to contracts, ensuring consistent service delivery tailored to contractual obligations.
- User Permissions and Group Management: Set user-specific permissions to control contract access and modification, with the flexibility to manage user groups and roles for enhanced contract control.
- Automated Contract Renewals and Cancellations: Ensure contract continuity with automated reminders and renewal notifications, while providing seamless options for contract cancellation when necessary.
- Service Accuracy: Automatically apply predefined selling rates and job types linked to contracts, minimising manual errors and streamlining the job logging process.
- Comprehensive Integration: The module integrates effortlessly into the Joblogic system, allowing users to manage complex contract layers with ease and precision.
- Enhanced Flexibility: Customise contracts with options for review dates, site-specific details, and flexible renewal terms to meet customer needs.
01
Multiple Contract Management – Manage multiple active contracts for a single customer in one central location.
02
Contract Linking – Link jobs, quotes, and PPM activities directly to specific contracts.
03
User Permissions & Groups – Create user groups and set permissions to control access and editing rights for contracts.
04
Automated Contract Renewal – Set contracts to auto-renew with configurable review dates and notifications.
05
Contract Cancellation Options – Easily cancel contracts with appropriate permissions and audit tracking.
06
Predefined Selling Rates – Apply contract-specific selling rates automatically when linked to jobs.
07
Predefined Job Types – Assign predefined job types to a contract to streamline job creation.
08
Site-Specific Details – Add contract details unique to individual sites for better accuracy.
09
Flexible Renewal Terms – Configure renewal rules to suit customer requirements.
10
Integrated PPM Scheduling – Link PPM schedules directly to the correct contract for accuracy in service delivery.
11
Review Date Tracking – Add and track review dates to keep contract terms current.
12
Full Joblogic Integration – Works seamlessly within the Joblogic platform to maintain consistent data between contracts, jobs, and PPM records.
Price available on Request
Monthly plan
If you prefer reading, we’ve got you covered! Check out our User Guide here.
With the Customer Contract add-on, you can streamline the management of contracts for customers with multiple contracts. Designed to give you easy visibility of every contract in your system, as well a suite of management tools including:
- The ability to write jobs, quotes and PPM activity to specific contracts.
- Define user groups to control access
- Automate contract renewal
- Apply predefined selling rates and job types linked to individual contracts
To add the Customer Contract app to your Joblogic installation, please get in touch with your Customer Success Manager. Once activated, you will be able to immediately begin setting up contracts through a user-friendly interface, optimising contract management for accurate and efficient service delivery across all customer sites.
Key Benefits:
- Streamlined Contract Management: Easily manage multiple contracts for various customer sites, improving visibility and operational efficiency.
- Job and Contract Linking: Link jobs, quotes, and Planned Preventative Maintenance (PPM) directly to contracts, ensuring consistent service delivery tailored to contractual obligations.
- User Permissions and Group Management: Set user-specific permissions to control contract access and modification, with the flexibility to manage user groups and roles for enhanced contract control.
- Automated Contract Renewals and Cancellations: Ensure contract continuity with automated reminders and renewal notifications, while providing seamless options for contract cancellation when necessary.
- Service Accuracy: Automatically apply predefined selling rates and job types linked to contracts, minimising manual errors and streamlining the job logging process.
- Comprehensive Integration: The module integrates effortlessly into the Joblogic system, allowing users to manage complex contract layers with ease and precision.
- Enhanced Flexibility: Customise contracts with options for review dates, site-specific details, and flexible renewal terms to meet customer needs.
01
Multiple Contract Management – Manage multiple active contracts for a single customer in one central location.
02
Contract Linking – Link jobs, quotes, and PPM activities directly to specific contracts.
03
User Permissions & Groups – Create user groups and set permissions to control access and editing rights for contracts.
04
Automated Contract Renewal – Set contracts to auto-renew with configurable review dates and notifications.
05
Contract Cancellation Options – Easily cancel contracts with appropriate permissions and audit tracking.
06
Predefined Selling Rates – Apply contract-specific selling rates automatically when linked to jobs.
07
Predefined Job Types – Assign predefined job types to a contract to streamline job creation.
08
Site-Specific Details – Add contract details unique to individual sites for better accuracy.
09
Flexible Renewal Terms – Configure renewal rules to suit customer requirements.
10
Integrated PPM Scheduling – Link PPM schedules directly to the correct contract for accuracy in service delivery.
11
Review Date Tracking – Add and track review dates to keep contract terms current.
12
Full Joblogic Integration – Works seamlessly within the Joblogic platform to maintain consistent data between contracts, jobs, and PPM records.
Price available on Request
Monthly plan
If you prefer reading, we’ve got you covered! Check out our User Guide here.