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Report: Equipment with No Service Contract

Equipment with No Service Contract Report – Business Intelligence Module

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Written by Arnold E. Garcia
Updated yesterday

Let's dive into this report!

The Equipment with No Service Contract report shows you all active equipment that isn’t currently covered by a service contract.

It helps you spot gaps in coverage, identify missed revenue opportunities, and make sure no assets are left unsupported.

You can use this report to:

• Identify equipment without active service coverage.


• Find opportunities to sell new or renewed contracts.


• Check compliance for assets that should be under contract.


• Improve visibility across customer equipment portfolios.


Getting There

To access this report:

  • Go to the Business Intelligence menu.

  • Select the Reports sub-module.

  • When the Reports window opens, select the ‘Equipment’ category.

  • Click on the ‘Equipment with No Service Contract’ module to open the report.

  • Apply your desired filters, 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.

Branch: Filters by depot or branch. Shows only equipment managed within the selected location. Useful for reviewing coverage at a regional level.

Parent Group: Filters by parent or corporate group. Limits results to customers within that group. Ideal for managing multi-site or group-level accounts.

Customer Account: Filters by specific customers. Displays only their equipment.

Useful for account reviews or contract discussions.

Site: Filters by customer site. Limits results to equipment at that location.

Helps when reviewing coverage at site level.

Division: Filters by division within the organisation or parent group.

Useful for internal reporting and workload allocation.

Equipment Make: Filters by manufacturer. Helps identify uncovered equipment by brand.

Equipment Model: Filters by model. Useful when analysing specific equipment types.

Type Enquiry: Filters by equipment type, such as HVAC, Generator, or Compressor.

Helps isolate gaps within specific asset categories.

Contract Status: Filters by contract lifecycle stage, such as Draft, Expired, or Cancelled.

Use this to review equipment linked to non-active contracts or to isolate those with no contract at all.


Column Field Definitions

Each column in the report provides key details related to the equipment and its associated (or missing) service contract information.

Column Name

Description

Branch

The depot or branch responsible for the equipment.

Contract Number

Shows the contract number if linked to a non-active contract. Blank if no contract exists.

Division

The division linked to the customer account.

Make

The manufacturer of the equipment.

Model

The model name or number.

Type

The equipment category (e.g., Generator, Pump, Chiller).

Category

The classification of the equipment (e.g., Electrical, Mechanical).

Status

The status of the associated contract (e.g., Expired, Inactive). Blank if none exists.

Equipment ID

The unique identifier for the equipment.

Serial No.

The equipment serial number.

Description

A short description of the equipment.

Site ID

The identifier for the customer site.

Site Name

The name of the site where the equipment is located.

Customer Account

The customer account number.

Customer Name

The name of the customer account.

Equipment Added

The date the equipment was added to the system.

Clock Hours

The current recorded operating hours.

The Equipment with No Service Contract report helps you stay on top of service coverage and avoid missed opportunities.

Recommendation: Review this report regularly to ensure no equipment is left without coverage and to maximise service contract opportunities.

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