Efficient support management for tailored support
- Identify specific services required for each customer accurately to meet needs effectively
- Create tailored support plans for each customer, sales order or project that align with individual requirements
- Easily select the appropriate support plan to populate the required services automatically
- Monitor and track services provided, ensuring SLA compliance and timeliness
Renewal tracking and equipment-install connectivity
- Easily track critical renewal dates and latest quotes for timely contract renewals and accurate documentation
- Connect one or multiple installations to support contracts for clear service context and understanding of provided services
- Facilitate team collaboration with posts and attached files for quick answers and efficient access to service documentation
Support Contracts App Features
- Link Sales Orders and Customers to each Support Contract record
- Choose from pre-established Support Plans or customize them to meet specific needs
- Define the type of equipment or offering the support contract is related to
- Input the total amount and billing amount for services provided
- Specify the contract’s start date and duration for accurate contract management
- Selected support plans auto-populate a service lists to see exactly what services are provided
- Access services to showcase contract value and encourage renewal
- Add additional services to plans as needed to customize services according to equipment and customers
- Assign a dedicated salesperson to each support contract for personalized customer interaction and management
- Mark whether a renewal quote has been proposed to a customer within the renewal process
- Indicate the date when a renewal quote was sent to the customer for reference and record-keeping
- Select whether a support contract is renewed or not
- Link one or multiple installations to a single support contract record for a consolidated view of all related installations
- Know exactly which equipment and parts were installed and its locations
- Effectively track equipment and manufacturer information associated with each support record
- Discuss support contracts directly with team members and get input from others in your organization in a dedicated area
- Add @mentions to message members and participants to directly send a Notification link to their Appward sidebar
- Like a post to acknowledge and notify the author of a post
- Attach documents, images, media and AppShare links to connect to any record in Appward
- Attach files related to individual support records to provide related documentation conveniently
- Link to files in the Appward Cloud, Appward Documents or upload from local storage
- Organize files by list order using arrow keys
Related apps
Support Contracts works seamlessly with Appward apps and services so you can do much more.
