If you sell and service equipment, such as air conditioners, water purifiers, lifts, generators or medical devices, annual maintenance contracts (AMC) are steady income. They are also easy to lose. An AMC lapses because nobody reminded the customer, a technician visits the wrong site, or renewals live in one person's diary. This guide covers what to track and how to keep AMC revenue from slipping.
What a service business has to keep track of
- Each customer, each site and each piece of equipment you cover.
- The AMC start date, end date and the visits promised under it.
- The next service due for every contract.
- Which technician is going where, and when.
- Complaints and breakdown calls, and whether each one was closed.
- Invoices and payments against each contract.
Where AMC revenue leaks
- Renewals are missed. Nobody calls the customer before the contract ends, so they go to someone else or stop servicing.
- Visits are skipped. Promised visits are not scheduled, and the customer notices before you do.
- Technicians are not coordinated. Two calls on opposite sides of the city land on the same person on the same day.
- Billing is late. The contract is serviced, but the invoice goes out weeks later or not at all.
- History is lost. When a technician leaves, so does the knowledge of what was done at each site.
A simple routine that protects renewals
- Record every contract with its end date and the visits promised.
- Schedule each visit when the contract starts, not when the customer asks.
- Send a reminder to the customer before every visit.
- Close each visit with a short note: what was done, what was found, what is due next.
- Start renewal calls well before the end date, and make an owner responsible for each one.
- Invoice on the day the contract starts or renews.
What to look for in service software
- A contract record that links customer, site, equipment and visits.
- Service schedules and renewal reminders that appear without anyone having to remember.
- A way to assign visits to technicians and see their day.
- Billing and customer records in the same place, so invoices follow contracts.
- A history of every visit, kept after staff change.
How Bizezz handles this
Bizezz has a Service and AMC module for service schedules, AMC renewals and technician coordination, alongside CRM, billing and GST, inventory and finance in one workspace. Plans start at ₹499 a month for a single module. Please confirm current pricing with us or on bizezz.com. See the Bizezz page.