Let's discover what this report does!
The Service Contracts report provides detailed visibility into your active, expired, and cancelled service contracts. It helps teams monitor the lifecycle, value, and status of each contract, along with associated invoicing and service activities.
This report is crucial for:
Contract management and compliance tracking.
Reviewing billing schedules, upcoming invoices, and contract values.
Monitoring equipment and service activity linked to each contract.
Supporting customer relationship and account oversight functions.
It combines data from contracts, invoicing, and job schedules to give a comprehensive view of contractual obligations and performance.
Getting There
To access the Service Contracts report in Service Geeni, follow these steps:
Go to the Business Intelligence module from the main navigation menu.
Select the Reports sub-module.
In the Reports window, click on the Records category.
Find and click the Service Contracts module to open the report.
Available Filters and Their Impact
The Service Contracts report includes multiple filters that allow you to tailor the output based on specific contract attributes or business needs:
Branch: Filters contracts by their associated Depot (Branch), useful for regional or branch-level contract monitoring.
Service Contract: Allows selection of specific contract records, which helps when reviewing details of one or more known contracts.
Contract Status: Filters contracts by their current status: Active, Expired, or Cancelled, which focuses the report based on lifecycle stage.
Contract Term: Filters contracts by their term (e.g., 12 months, Rolling), useful for analysing long-term vs short-term agreements.
Invoice Frequency: Filters contracts based on how often they are invoiced (e.g., Monthly, Quarterly, Annually). This supports billing cycle audits and forecasting.
Payment Term: Filters by the agreed payment terms (e.g., 30 days, Immediate), which helps assess customer payment profiles and risk.
Service Level: Filters by the Service Level Agreement (SLA) tied to each contract. Important for reviewing contracts with varying response or resolution times.
Tip: Combining multiple filters will narrow the results to only contracts matching all selected criteria.
Apply your desired filters using the available options, then click the Apply button to generate the report.
Column Breakdown and Key Fields
Each row in the report corresponds to a Service Contract, with the following columns:
Column Name | Description |
Contract Number | Unique identifier for the contract. If versioned, the number includes the revision (e.g., SC123-1). |
State | Current status of the contract (Active, Expired, or Cancelled). |
Contract Start Date | Date the contract began. |
Contract Expiry Date | End date of the contract, if applicable. |
Contract Term | The defined term of the contract (e.g., 12 Months, Rolling). |
Invoice Value | The next invoice value for the contract. |
Invoice Date | The last invoice date for the contract. |
Next Invoice Date | Scheduled date for the next invoice. |
Invoice Frequency | How often the contract is billed (Monthly, Quarterly, etc.). |
Payment Term | The payment condition agreed with the customer. |
Service Level | SLA associated with the contract (e.g., 24h response, 4h resolution). |
No. of Equipment | Number of equipment items covered under the contract. |
No. of Services | Number of service jobs scheduled or completed under the contract. |