Documentation 19.0

After-Sales & Service

Manage maintenance contracts

2 min read Updated 2026-08-21 WindoorERP 19.0

What this does

Manages annual maintenance contracts: what is covered, when the visits fall due, and what has been done — so renewals are sold on evidence rather than on hope.

Steps

  1. 01
    Create the contract against the customer and the project.
  2. 02
    Set the period and the visit frequency.
  3. 03
    List what is covered — and, just as importantly, what is not.
  4. 04
    Record the contract value and how it is invoiced.
  5. 05
    Let the schedule raise the visits as they fall due.
  6. 06
    Record each visit against the contract as it is completed.

Running it well

  • A visit that is not recorded cannot be invoiced or renewed against.
  • Work outside the scope should be quoted, not absorbed — that is what the exclusions list is for.
  • Review the service history before renewal: a building that consumed twice the visits should not renew at last year's price.

Example

A contract covering quarterly adjustment across a tower shows nine visits in a year — three of them chargeable callbacks outside the scope. At renewal that history is the argument for the new price.

Common mistakes

  • Contracts with no defined exclusions, so every callback becomes an argument.
  • Visits done but not recorded, leaving the renewal unevidenced.
  • Letting a contract lapse silently — the building keeps calling, and nobody is billing.

Was this article helpful?

Running a window or door factory?

Ask for a demo