Service Agreement Management
Work Order Creation
Automatically generate work orders when agreements are sold or renewed.
Create as many price levels and discounts as you need.
Easy to Use Templates
Create time saving templates that automatically fill-out service agreement prices, terms, description, and more.
Deferred Income (Escrow Accounting)
Spreads service agreement income out over the life of the agreement automatically. You may also recognize the income when the work order is completed.
Renew service agreements in bulk based on your selection criteria. You can create estimate, invoices, and work orders. You may even assign sales commissions to the renewal.
Select what equipment is covered under the service agreement and those selections appear on printed reports, work orders, and our optional field service management software called Aptora Mobile II.
Automatic Discount Reminder
The system will verify that you have included a discount for service agreement coverage. Never forget to include your customer’s discount again.
Customer Equipment Tracking
Full Service History by Serial Number
View a complete list of all service calls and an itemized list of parts and labor for each unit. The warranty coverage for parts and labor is also shown.
Check Warranty Status
Quickly see when the equipment was installed and what warranty coverage is in effect.
Attach Pictures and Documents
Photos, schematic diagrams, and other documentation can be scanned and attached for quick access in the desktop of mobile software.