Table of Contents
Customer Reports #
Account Management
- Customer list by value
- Service history summary
- Contact update needed
- Anniversary reports
- Growth opportunities
Asset Reports #
Equipment Management
- Assets by age
- Warranty expirations
- Service due
- Efficiency trends
- Replacement candidates
Service Plan Reports #
Contract Management
- Active contracts
- Renewal pipeline
- Revenue by plan
- Completion rates
- Profitability analysis
Next Steps #
With customers configured:
- Create Jobs – Start scheduling service
- Assign Engineers – Match skills to needs
- Generate Invoices – Bill for services
- Track Performance – Monitor satisfaction
- Build Relationships – Grow the business
Comprehensive customer management creates the foundation for exceptional service delivery, customer retention, and business growth through organized data and proactive service planning.
