PortalProdigy’s Maintenance and Service Contracts feature
is designed to help you better organize and efficiently manage
your service business. PortalProdigy provides everything you
need to process and manage your maintenance and service
contracts. Define covered and non-covered services; include
items such as replacement parts, materials, etc. Specify
contracted rates and item pricing; create online agreements
and customer acceptance; integrates with the Help Desk and
Time Tracking & Billing features to provide a complete
contract management system. Provide clients with the ability
to enter service requests on your website; create authorized
staff access lists for each client; PortalProdigy validates
access authorization and services coverage and automatically
creates Work Order for billable services. Options to require
online credit card payment for billable services or to offer
credit terms. Authorization process can be configured to
require approval by client decision maker rather than
requestor and will automatically generate an electronic
approval request. Flexible billing options allow monthly,
annual and quarterly billing of fixed service contract fee;
also includes option to charge setup or initiation fee.
Maintenance and Service
Contracts features and benefits include:
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Define covered and non-covered
services.
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Covered services can be included at no
charge or billable at contracted rates.
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Define covered and non-covered items
(products) such as replacement parts, materials, etc.
Integrates with PortalProdigy’s Item & Inventory
Management feature.
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Covered items (products) can be included
at no charge or billable at contracted
rates.
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Track both billable and non-billable
time.
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Define contracted rates for services and
items. Rates can be based on discount from standard rates or
specified amounts.
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Option to charge flat rate for time or to
charge specified rate for each type of service (task
type).
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Option to charge for services on fixed
fee basis. Contracts can contain a combination of both fixed
fees and billable time.
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Ability to set quantity limit for each
covered service.
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Ability to allow clients to signup for,
approve, and make payment for contracts
online.
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Create and manage an unlimited number of
service requests and projects.
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Auto retrieval of customer information
including billing address, shipping address, and credit
terms. Retrieved values can be changed.
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Setup contract period (duration)
independent of billing frequency, e.g. define a one year
contract that is billed and paid on quarterly
basis.
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Automate contract billing and
renewal.
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Option to send electronic invoices and
renewal notices.
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Self service request entry allows
customers to request services online with option to
automatically generate Work Order for billable services and
get customer approval online.
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Fully integrates with PortalProdigy’s
Help Desk and Service Request system.
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Fully Integrates with PortalProdigy’s
Transaction Management system.
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Ability to grant and control access to
other website services based on contract type. E.g. a
service contract can be used to grant access to Discussion
Forums, Help Desk, Exchanges, Downloads, Documents,
etc.
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Create authorized user access lists for
each client to limit access to contracted
services.
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Generates automated customer and staff
email notifications. Fully integrates with PortalProdigy’s
Email Broadcaster.
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Print summary and detail
reports.
