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Report: Outstanding Service Contracts

Outstanding Service Contracts Report – Business Intelligence Module

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Written by Arnold E. Garcia
Updated yesterday

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This report provides visibility into all active service contracts for which preventive maintenance (PM) is due or overdue. This enables organisations to manage equipment maintenance, reduce downtime, track service performance, and identify high-risk equipment.

This report supports:

  • Monitoring upcoming and overdue PMs across accounts and sites.

  • Tracking equipment service history and maintenance frequency.

  • Managing contract compliance and service planning.

  • Assessing service workload by division and parent group.


Getting There

  • You can access this report from the Reports section via the Business Intelligence module.

  • In the Reports window, navigate to the Equipment category.

  • Click on the ‘Outstanding Service Contracts’ module to open the report.

  • Add the desired filters (explained below), then click the Apply button to generate the report.


Available Filters and Their Impact

Use the filters at the top of the report to focus on the data you need.

  • Division: Filters contracts by the business division responsible for the customer account. Use this to review workload and performance at a division level.

  • Parent Group: Filters contracts by the parent group linked to the customer account. Useful for reporting across company structures or regional groups.

  • Customer Account: Filters the report to specific customer accounts.
    Ideal for service reviews, audits, or targeted follow-ups.

Pro tip: Combine these filters to quickly identify overdue PMs for a specific division, group, or customer, helping you prioritise action.


Column Breakdown and Key Fields

Each row in the report represents an active service contract and associated equipment.

Column Name

Description

Account No.

The unique reference for the customer account.

Account Name

The name of the customer account.

Site Address

The location where the equipment is installed.

Depot

The depot responsible for the service contract.

Contract No.

The reference number for the service contract.

Equipment Make

The manufacturer of the equipment.

Equipment Model

The model of the equipment.

Equipment ID

The internal identifier for the equipment.

Serial No.

The equipment’s serial number.

Next PM Due

The date the next planned maintenance is due. Use this to quickly spot overdue work.

Last PM Completed

The date the most recent maintenance was completed.

PMs Per Year

The number of planned maintenance visits completed in the last 12 months. Useful for understanding service frequency and workload.

Breakdowns Since Last PM

The number of repair jobs since the last maintenance. Helps highlight potential reliability issues.

Division

The business division linked to the account.

Parent Group

The parent company group linked to the account.

The Outstanding Service Contracts report helps you stay ahead of maintenance and keep your service delivery on track.

Recommendation: Review this report weekly or monthly to keep PMs on schedule, track breakdown trends, and prioritise overdue work.

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