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AlexT's avatar
AlexT
Contributor 2
2 days ago

Best practices for service contracts and multi day jobs?

Hello!

How are you entering and keeping track of service contracts? We sell, install and service generators and want to make sure we are properly tracking these and ensuring renewals don't slip through the cracks. Some are once a year visit, some need 2 visits, some need 4. How do you guys do this?

What about jobs that require multiple visits? Our installs take time from the moment we get the project approved, to then getting the permit approved, and the individual days of work, inspections, etc.

Looking for tips on this. Thanks!

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