Quote it service by service
Sites, services at monthly, three-monthly, six-monthly or annual frequencies, fixed or per-service pricing, inclusions and renewal terms, built in one guided quote.
Approved means set up
Approval creates a contract for each site, attaches its assets, plans every visit for the term and schedules the invoices. Nothing to re-key.
Billing that runs itself
Scheduled invoices go out on their send date, or invoice per visit, on a recurring schedule, or against the client’s purchase order.
From the quote to the last visit of the term
A maintenance contract is a promise to turn up, test and report on time for years. traqR holds the whole thing together so nothing depends on someone remembering.
A contract quote built the way the work is done
The service contract quote walks through the customer and sites, the contract, the services, pricing, inclusions, terms and a final review. Each service carries its own frequency and can be tied to the assets already registered at the site, so what you priced is what gets tested.
Quote a whole portfolio at once. On approval each site gets its own contract.
Price the year as one figure, or price each service so the client sees exactly what they are paying for.
Renewal term, notice period and any price increase on renewal are set out on the quote the client signs.