CONTRACTS & JOB BILLING - Charging for jobs
If you provide FM or maintenance contracting services on a commercial basis or simply wish to pass on the cost of such services to another department within your organisation, then Planet delivers all the functionality you need. Planet can take you through the entire process - from initial quotation or work order through to the production of a final invoice and subsequent payment tracking.
Contracts and Billing - At a glance
- Charge for FM services provided
- Operate any number of contracts
- Set wide range of charge rules
- Fully customisable invoicing facility
- Produce quotations
- Set service level targets
- Charge for work on a job-by-job basis or periodically
- Range of contract cost and profit reports
Customer contracts
- No limit to the number of contracts that can be stored within Planet
- Record contract start, review and renewal dates
- Apply complex charging rules to each contract that determine how jobs and services should be charged for
- Each contract can have its own agreed schedule of rates for standard tasks - e.g. pre-agreed callout costs for repairs, boiler inspections, etc
Job billing
- Fully customisable invoicing facility
- Invoice customers or other departments for services supplied
- Jobs processed according to individual customer's charge rules
- Planet converts labour, mileage, etc using trade sellout rates
- Store interim invoices within Planet until required
- Track when an invoice has been paid and any that are unpaid as well as credits
Service level agreements
- Set SLAs for each customer contract
- Set rules to specify when the system should display a warning if job have not been resolved by target 'attend by' or 'resolve by' dates
Quotations
- Quote builder wizard allows you to produce quotations for a package of work
- Final cost calculated using customer's charge rules
- Store quotations within Planet until required
- Create a work order from quotations if a customer proceeds with a job
- Planet keeps a history of all quotations for a full audit trail
