Most RO AMC enquiries come after a filter change or a breakdown, when the customer is ready to stop paying per visit. A clear RO AMC quotation format with two or three plans makes the decision easy. Download the Word file below.
RO AMC quotation format: header
- Customer name, address, phone
- Purifier make, model, installation date, current TDS (feed and product)
- Quotation number, date, validity
Plans side by side (fill your own prices)
- Service plan: [3] visits a year, cleaning and checks, labour on repairs. Filters and parts charged. Rs [ ] a year.
- Filter plan: everything in the service plan plus [sediment, carbon] filters replaced [number] times. Rs [ ] a year.
- Complete plan: filter plan plus the membrane once a year and listed parts. Rs [ ] a year.
Prices are yours to set from your costs; see water purifier AMC charges for the method.
Exclusions
- Damage from voltage, physical damage, tampering
- Body parts, tank and electrical parts not listed
- Relocation and reinstallation
Terms
- Payment in advance; plan starts on the first visit
- Breakdown response within [time]
- Validity: [ ] days
From quote to contract
When accepted, set the AMC up so filter visits are never missed: see the RO filter change reminder system and the RO AMC contract format. ServicePilot keeps quotations and AMC contracts on the same customer.