A simple AMC tracker in Excel is a sensible start. It only works if every contract is a row, every date is a real date and someone reviews it weekly. Use the columns below, or download the file.
AMC tracker in Excel: How to use the sheet
- Add one row per contract; do not merge cells.
- In "Days to expiry" use end date minus TODAY() and colour rows under 45.
- Update "Visits done" after every visit.
- Review the sheet every Monday: expiring contracts, unpaid contracts, visits overdue.
Columns to use
- Contract no
- Customer
- Site
- Equipment / services
- Start date
- End date
- Visits planned
- Visits done
- Amount (excl. GST)
- Payment status
- Days to expiry
- Renewal status
- Owner
Use it, then stop retyping it
A tracker stores dates but does not create visits, assign technicians or invoice. When you miss a visit or a renewal, or cannot say what is overdue without an afternoon of work, move to AMC software. Read Excel vs field service software and the AMC software buyer's guide.
