Description

Never miss a service visit or certificate renewal again. Stay organised, get reminded, and eliminate costly mistakes.

Missed visits cost you money. Expired certificates risk compliance. Lost paperwork creates chaos. PPM Service Contracts keeps you on track with automated reminders, clear schedules, and everything organised in one
place.

Perfect for HVAC, fire & security, pest control, facilities management, and any trade with recurring maintenance customers.

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Stop Losing Track

Always Know What's Due
- Dashboard shows exactly what needs attention today
- Alerts for upcoming visits, expiring certificates, and contract renewals
- 30-day forecast so you can plan ahead
- No more "we forgot to service that customer" moments

Never Miss a Visit
- Automatic job generation from your service schedules
- Visual forecast calendar shows pending, completed, and overdue work
- Email reminders before contracts renew
- Clear view of what's been done and what's still outstanding

Prevent Compliance Issues
- Alerts before certificates expire (fire safety, electrical, gas, etc.)
- Compliance dashboard highlights what needs immediate attention
- Track every piece of equipment and its certification status

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Stay Organised

All Customer Equipment in One Place
- Every asset tracked with service history, warranties, and next service date
- See at a glance what's been serviced, what's due, what's overdue
- Import existing equipment lists instead of starting from scratch (either with the ‘Recurring Jobs’ migration wizard or import your existing ServiceM8 assets)

Professional Contract Management
- Templates ensure you never miss key terms or pricing
- Contract cloning saves time on similar customers
- Track contract values so you know exactly what you're billing
- Separate billing and service addresses (no more "which address?" confusion)
- Create professional PDF contracts with digital signing to send to your customers

Smart Scheduling
- Set up service schedules once, bulk service jobs can be sent to ServiceM8 with a single click
- Individual schedules for each piece of equipment (some monthly, some yearly)
- Assign preferred technicians so the right person gets the job
- Complete service history for every asset and customer

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Keep Customers Informed

Customer Portal
- Clients see their contracts, equipment, and upcoming visits online
- They can check compliance status anytime
- Reduces "when's my next service?" phone calls
- Shows you're professional and organised

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Live Dashboards That Catch Problems Early

- See which visits are overdue before customers complain
- Compliance reports show gaps before they become issues
- Track service completion rates (are you falling behind?)
- Revenue tracking ensures you're billing everything you should
- See when assets warranties are expiring

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Easy Migration

Convert ServiceM8 ‘Recurring Jobs’ in Hours
- Built-in wizard imports customers, equipment, and schedules automatically
- No manual data entry or lost information
- Get organised fast without disrupting your business

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Why Businesses Choose PPM Service Contracts

✅ Eliminate Missed Visits - Automated alerts and easy job generation keep you on schedule
✅ Prevent Compliance Lapses - Certificate expiry alerts protect your reputation
✅ Stay Organised - Everything in one system, nothing slips through the cracks
✅ Save Time - Stop manually tracking spreadsheets and creating jobs
✅ Look Professional - Show customers you have their service history under control
✅ Reduce Errors - Templates and automation mean fewer mistakes

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Getting Started

14-day free trial - Full access, no credit card required. After your 14 day trial you can easily subscribe from within the addon or request a trial extension if required.

Video Tutorials - Step-by-step guides at https://www.youtube.com/@Simpli-FiCloud/playlists

Need Help? Email support@simpli-fi.cloud for assistance or trial extensions.