Set up the years that follow
Schedule the preventative visits
Why this step
An annual maintenance contract nobody schedules is a refund waiting to happen. Set the recurring visits now, so the reminder arrives before the customer's complaint does.
What this does
Structures recurring annual maintenance agreements for commercial towers and residential compounds, automating quarterly hardware lubrication and silicone inspections.
Before you start
- Customer contract and covered openings defined.
Steps
Important
Preventative quarterly lubrication of heavy sliding door tandem rollers extends hardware lifespan by over 300%.
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01
Navigate to After-Sales › AMC Plans and click New.
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02
Define the Contract Period (e.g. 1 Year / 4 Quarterly Visits), Billing Amount, and Covered Building Elevations.
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03
Set automated trigger rules to generate preventative service tickets 14 days before each scheduled quarterly visit.
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04
Track contract renewal dates and issue renewal proposals before contract expiry.
Common mistakes
- Failing to conduct scheduled AMC visits, leading to customer contract cancellation.
- Replacing major broken glass units under standard AMC contracts without billing approved material costs.
Checkpoint
Each contract generates its own preventative visits without anyone diarising them.