Although the type of services you deliver to your customers may be very similar, for example Planned maintenance of heating installations or Fault maintenance of air-conditioning installations, the terms under which these services are delivered can vary greatly per customer.

In fact, even for a single customer, the terms under which a particular service is delivered can differ per service location, per space or per asset.

Example:

Fault maintenance on an air-conditioning installation in a server room requires different delivery times than airco maintenance in an office space. It is vital that these terms are registered in a structured way per customer. The data structure must be carefully prepared and executed. This way you make sure that you are ready when a customer orders a service, or when planned maintenance is due, or when an invoice must be drawn up. In Planon, you can register the following agreements and terms:

Terms are always linked to a contract.

On the contract, you can group the terms via contract lines. You can for example add:

For more information, see Adding contract lines.

As soon as a customer orders a service, a work order is created in Planon. The customer just selects a service and specifies the service location where this service must be delivered. The combination of customer + service + service location will detect the exact contract line that must be linked to the order. Any terms that apply to the order are also immediately available. This mechanism also applies to automatically generated orders that are generated from a contract-based maintenance plan.