For most service businesses the AMC is the business: it brings predictable income, repeat visits and a reason to be in touch all year. It is also easy to run badly. A contract lives in a file, the visit dates in a diary, and the renewal in someone's memory. ServicePilot keeps the contract, its visits and its renewal in one record.

AMC management software: plans, services and visit frequency

  • AMC plans: save the packages you sell, such as a home pest control AMC or a split AC AMC with three services, with their services and term.
  • Services with a cadence: each line is a service from your catalogue with "every N days, weeks or months", or "on request" for work done only when called.
  • Edit per customer: a plan is copied onto the contract, so you can change one customer's lines without touching the plan.
  • Coverage type: record what the contract covers, for example labour only or labour with parts.

Sites and assets covered

A contract can cover several sites, and each site can list the equipment under contract. Every covered site gets its own service lines, so a customer with a head office and two branches is one contract with three sets of visits. Equipment is kept with the customer under sites and assets, so a technician arrives knowing what is installed.

A visit plan, not just a date

From the start date to the end of the term, ServicePilot works out every visit due and merges visits that fall within 3 days of each other, so the monthly treatment and a fortnightly fogging that lands two days later are one trip, not two. A contract with several sites gets one job per covered site per visit. Jobs are created ahead of the date, using the lead time on the contract, and appear on the dispatch board.

How an AMC runs in ServicePilot

  1. Pick a plan for the customer and choose the sites and equipment covered.
  2. Review the lines and the term, then activate the contract.
  3. Visits appear as planned jobs, ready to be scheduled and assigned.
  4. Invoices follow the contract, with GST on the bill.
  5. Renew in time: the contract moves to renewal and the AMC renewals report lists it.

Illustrative example: a water purifier business with 400 contracts

A business in Pune sells a yearly RO contract with filter changes every four months. Each contract is created from one plan. Three visits per contract become three planned jobs, so about twelve hundred visits are known a year ahead. The coordinator sees next week's visits on the board, and the renewals report lists the contracts ending in the next 45 days, so the calls start before the contract lapses.

Who it is for

Any business that sells service by contract: pest control, RO and water purifier, AC and appliance service, lifts, CCTV, solar, fire safety and IT. New to contracts? Read the AMC contract format.