Adding Maintenance Agreements ➕

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Introduction

Creating new maintenance agreements in Amplifi-Qx Hub is a crucial process that establishes ongoing service relationships with clients. This guide walks you through the process of adding new agreements effectively.

Accessing Agreement Creation 📝

Navigate to the Active Agreements page and click the "Create New Agreement" button in the top right corner. This opens the agreement creation form with several required fields.

Essential Information

Site Selection 🏢

The first step is selecting the correct site:

1. Click the site dropdown menu
2. Search for the desired location
3. Verify site details
4. Confirm selection

Agreement Details ⚙️

Start Date

Choose when the agreement becomes active:

• Must be a future date
• Consider installation completion
• Account for testing periods
• Align with client requirements

Minimum Term Selection

Define the agreement duration:

• Standard terms available
• Match client preferences
• Consider contract alignment

Package Configuration 📋

Package Name

Define the name of selected maintenance package, usually one of:

• Amplifi-Qx Digital Maintenance Package
• Amplifi-Qx Analogue Maintenance Package

Annual Fee Setting 💰

Enter the agreed annual fee:

• Exclude VAT
• Match quoted values
• Consider system size
• Account for service level
• Include any special terms

Supporting Documentation 📎

Contract Upload

Link to the signed agreement:

• Upload final contract
• Verify document accuracy
• Include all signatures
• Check terms match system

Additional Information

Use the additional details field to note:

• Special requirements
• Custom arrangements
• Specific exclusions
• Client preferences
• Important deadlines

Best Practices 💡

Agreement Setup

Accuracy Checks

Before creating the agreement:

1. Verify all client details
2. Confirm package selection
3. Double-check fees
4. Review start dates
5. Validate contract terms

Documentation Standards

Maintain clear records by:

• Using consistent naming
• Including all details
• Documenting special terms
• Recording client requirements
• Noting any variations

Quality Control ⭐

Pre-Submission Verification

Check these elements:

• Site details accuracy
• Package appropriateness
• Fee calculations
• Term alignment
• Contract completeness

Post-Creation Tasks

After creating the agreement:

• Verify status shows active
• Check financial records
• Update client records
• Schedule initial visits
• Plan ongoing support

Return to Maintenance Overview → Learn About Site Management →

Remember

Taking time to set up agreements correctly ensures smooth ongoing service delivery and clear client expectations.