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Guides for running an AMC and field service business, page 6

Practical articles for owners and coordinators of service businesses: AMC contracts, choosing field service software, assigning technicians, GST on maintenance services and talking to customers.

All articles, page 6

Hand ticking items on a checklist
Customers & Complaints

Customer Feedback Form for Service Visits: Questions and Free Format

Customer feedback form for service visits: the questions to ask (punctuality, behaviour, quality, cleanliness), rating scale and an editable Word download.

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Technician servicing an outdoor AC unit with a pressure gauge
Technicians & Field Staff

Technician Daily Report Format for Field Service Teams

Technician daily report format for field service teams: jobs done, time in and out, parts used, payments collected and pending work. Free Excel CSV download.

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Electrician testing a panel with a multimeter
Technicians & Field Staff

Service Call Report Format for Service Engineers

Service call report format for service engineers: call details, fault found, action taken, parts, readings and customer sign-off. Free editable Word download.

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Plumber working on pipes under a sink
Technicians & Field Staff

Technician KPI Examples for Service Businesses

Technician KPI examples for service businesses: jobs per day, first time fix rate, repeat calls, on-time arrival, customer rating, collections, with formulas.

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Installer working on an electrical panel
Technicians & Field Staff

Technician Performance Review Template for Service Companies

Technician performance review template for service companies: KPIs, skills, customer feedback, behaviour and goals, with rating guide. Editable Word download.

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Technician connecting a hose to an outdoor AC unit
Technicians & Field Staff

Travelling Allowance Format for Technicians and Field Staff

Travelling allowance format for technicians and field staff: date, route, km, mode, rate, fuel, parking and approval columns. Free Excel CSV download.

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Pest control technician spraying around a house
Pest Control

Pest Control Software for Small Business in India

Pest control software for small business in India: AMC contracts, follow-up visits, technician dispatch, treatment records and GST billing. What to look for.

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Technician in a mask and gloves applying treatment outdoors
Pest Control

Pest Control Service Report Format

Pest control service report format: what to record at each visit (areas, pests, chemicals, follow-up), a sample layout and an editable Word download.

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Technician servicing an outdoor AC unit with a pressure gauge
AC & HVAC Service

AC Service Management Software for Service Firms

AC service management software for service firms in India: AMC contracts, seasonal call load, technician dispatch, unit-wise service history and GST invoices.

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Technician connecting a hose to an outdoor AC unit
AC & HVAC Service

AC AMC Agreement Format: Clauses to Include

AC AMC agreement format with clauses for scope, visits, parts, response time, exclusions and payment. Editable Word download for AC service companies in India.

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Water purifier on a kitchen counter
RO & Water Purifier

RO AMC Software for Water Purifier Service Firms

RO AMC software for water purifier service firms in India: filter-change schedules, AMC contracts, reminders, parts used and GST invoices in one place.

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Stainless steel lift doors with call buttons
Lift & Elevator

Lift Maintenance Software for Elevator AMC Companies

Lift maintenance software for elevator companies in India: AMC contracts, monthly preventive visits, breakdown calls, licence renewal dates and GST invoices.

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Rows of security cameras on a wall
CCTV & Security

CCTV AMC Software for Security Installers

CCTV AMC software for security installers in India: site surveys, quotations, camera inventory per site, quarterly maintenance visits and GST invoices.

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Close-up of a solar panel
Solar

Solar Maintenance Software for Installers and O&M Teams

Solar maintenance software for installers and O&M teams in India: plant records, panel cleaning cycles, inverter service, warranty tracking and AMC billing.

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Calculator on a desk next to a laptop
Field Service Software

Service Job Card Format for Field Service Teams

Service job card format for field service teams: job number, customer, site, complaint, work done, parts, time, charges and sign-off. Excel-ready CSV download.

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Laptop on a desk with a plant
AMC Management

AMC Management Software in India: A Buyer's Guide

AMC management software in India: what it must do (contracts, visit schedules, renewals, GST billing), questions to ask vendors and prices to expect.

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