





{"id":1031,"date":"2019-12-19T20:34:52","date_gmt":"2019-12-20T03:34:52","guid":{"rendered":"https:\/\/bluefolder.com\/?p=981"},"modified":"2019-12-19T20:34:52","modified_gmt":"2019-12-20T03:34:52","slug":"4-tips-for-efficient-service-contract-management-using-work-order-software","status":"publish","type":"post","link":"https:\/\/bluefolder.com\/field-service-management\/4-tips-for-efficient-service-contract-management-using-work-order-software\/","title":{"rendered":"4 Tips For Efficient Service Contract Management Using Work Order Software"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;3.22&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.13.1&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p> <p><!-- divi:paragraph -->Many businesses that dispatch technicians into the field often struggle with the same issues. They&#8217;re buried in paperwork orders and worried their business is leaving money on the table. If this sounds like your business, it might be time to implement\u00a0work order processing software\u00a0and bring your\u00a0work order management process\u00a0into the 21st century.<\/p> <h2>What is service contract management?<\/h2> <p><dfn>Service contract management<\/dfn> is a system of managing work orders and service contracts to help companies keep track of client and vendor accounts. Service contract management software can revolutionize your business by changing the way you view, assign, track, and bill work orders.<\/p> <p>[\/et_pb_text][et_pb_image _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; title_text=&#8221;Features-ContractManagement-Hero@2x-e1569872520535&#8243; src=&#8221;https:\/\/bluefolder.com\/wp-content\/uploads\/2020\/02\/Features-ContractManagement-Hero@2x-e1569872520535.png&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p> <p style=\"text-align: center;\"><em>BlueFolder\u2019s software offers a variety of features that can help you get organized and see the big picture on vendors and contracts.<\/em><\/p> <p>[\/et_pb_text][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.13.1&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p> <h2>What are the 4 components of efficient service contract management?<\/h2> <p>Here are the 4 steps of the service contract management process and how they can improve your business:<\/p> <p>[\/et_pb_text][et_pb_accordion _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][et_pb_accordion_item _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; title=&#8221;1. Defining the work&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p> <p>Contracts usually include blocks of hours, pre-paid amounts, or warranties, and they often specify expiration dates. With BlueFolder, business owners can quickly view active contracts, pending contracts, and those that have expired or will expire in the next 30 days. The software also offers customers access to a\u00a0<a href=\"https:\/\/bluefolder.com\/features\/customer-portal-service-software\/\">customer portal<\/a>, allowing them to see the details of their contract. This type of transparency is a huge competitive advantage for businesses using work order processing software because customer loyalty increases when all parties are on the same page.<\/p> <p>[\/et_pb_accordion_item][et_pb_accordion_item _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; title=&#8221;2. Assigning the work&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p> <p>With BlueFolder, it\u2019s easy for\u00a0<a href=\"https:\/\/bluefolder.com\/features\/service-scheduling-software\/\">scheduling<\/a>\u00a0personnel to divvy up assignments to the right technicians and communicate all pertinent contract details. When technicians know which contract should be associated with labor hours, material costs, and other expenses, business owners don\u2019t have to worry about costs appearing at the end of a billing cycle that were never accounted for. That means more revenue and better profit margins.<\/p> <p>[\/et_pb_accordion_item][et_pb_accordion_item _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; title=&#8221;3. Tracking the work&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p> <p>Tracking work over the life of a contract can be tricky with manual methods,\u00a0particularly when multiple technicians are involved.\u00a0<a href=\"https:\/\/bluefolder.com\/case-studies\/probleu\/\">For\u00a0Craig Hickman<\/a>, vice president of sales at\u00a0ProBleu, relying on BlueFolder improved tracking accuracy and yielded a 60%\u00a0upswing in billings. Before, work orders would be serviced and closed without\u00a0being recorded, meaning clients got free work. Because BlueFolder accurately\u00a0tracks contracts and provides an important audit trail, companies can ensure\u00a0they\u2019re billing clients the correct amount. As Hickman put it: \u201cI wish I would\u00a0have started with BlueFolder earlier. I missed out on a year of savings.\u201d<\/p> <p>[\/et_pb_accordion_item][et_pb_accordion_item _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; title=&#8221;4. Billing the work&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p> <p>With manual contracts, it\u2019s easier for billable charges to slip through the cracks, costing your company valuable revenue. BlueFolder keeps contract details updated and makes them visible to both service businesses and their clients, ensuring that neither party gets an unexpected surprise at the end of a\u00a0<a href=\"https:\/\/bluefolder.com\/features\/field-service-billing-and-contract-management-software\/\">billing cycle<\/a>. As an added bonus, customers pay invoices faster when the bills are easy to understand.<\/p> <p>[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.13.1&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p> <h2>What is contractor management software?<\/h2> <p><dfn>Contractor management software<\/dfn> is an application that is specifically designed to replace tedious, labor-intensive, and error-prone, traditional management techniques with a smarter, more efficient way to manage and track service contracts.<\/p> <p>[\/et_pb_text][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.13.1&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p> <p>BlueFolder&#8217;s software offers a variety of features that can help you get organized and see the big picture on vendors and <a href=\"https:\/\/bluefolder.com\/features\/service-contract-management-software\/\">contracts<\/a>. Our overview page provides a\u00a0<a href=\"https:\/\/bluefolder.com\/features\/field-service-reporting-software\/\">dashboard<\/a> where you can see all your work orders, the personnel on each assignment, the profitability of each, and even key documents and photos related to a specific work order.<\/p> <p>BlueFolder can also highlight contracts that are about to expire, giving sales personnel an opportunity to reach out to clients and obtain renewals from them. \u201cFrom a revenue standpoint, having a good understanding of customers under contract and those about to expire is a revenue producer,\u201d said Michael McHugh, senior vice president at\u00a0<a href=\"https:\/\/bluefolder.com\/case-studies\/hydroworx\/\">HydroWorx<\/a>,\u00a0a BlueFolder customer.<\/p> <p><!-- \/divi:paragraph --> <!-- divi:paragraph -->If you\u2019re still managing your service contracts manually, you\u2019re doing yourself (and your business) a disservice. Make lost revenue and complicated contract management processes a thing of the past. Reach out to BlueFolder to\u00a0<a href=\"https:\/\/bluefolder.com\/request-demo\">schedule a demonstration<\/a>, and you\u2019ll see how our\u00a0work order processing software\u00a0will quickly become an integral part of your business.<\/p> <p><!-- \/divi:paragraph --><\/p> <p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"<p>Many businesses that dispatch technicians into the field often struggle with the same issues. They&#8217;re buried in paperwork orders and worried their business is leaving money on the table. If this sounds like your business, it might be time to implement\u00a0work order processing software\u00a0and bring your\u00a0work order management process\u00a0into the 21st century. What is service [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1094,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:paragraph -->\n<p>Many businesses that dispatch technicians into the field often suffer with the same issues. They're buried in paper work orders and worried their business is leaving money on the table. If this sounds like your business, it might be time to implement\u00a0work order processing software\u00a0and bring your\u00a0work order management process\u00a0into the 21st century.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Work\norder processing software\u00a0can revolutionize your business by changing the\nway you view, assign, track, and bill work orders. BlueFolder's software offers\na variety of features that can help you get organized and see the big picture\non vendors and\u00a0<a href=\"https:\/\/bluefolder.com\/features\/service-contract-management-software\/\">contracts<\/a>. Our\noverview page provides a\u00a0<a href=\"https:\/\/bluefolder.com\/features\/reports-and-dashboards\/\">dashboard<\/a>\u00a0where\nyou can see all your work orders, the personnel on each assignment, the\nprofitability of each, and even key documents and photos related to a specific\nwork order.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>BlueFolder\ncan also highlight contracts that are about to expire, giving sales personnel\nan opportunity to reach out to clients and obtain renewals from\nthem.\u00a0\u201cFrom a revenue standpoint, having a good understanding of customers\nunder contract and those about to expire is a revenue producer,\u201d\nsaid\u00a0Michael McHugh, senior vice president at\u00a0<a href=\"https:\/\/bluefolder.com\/case-studies\/hydroworx\/\">HydroWorx<\/a>,\u00a0a\nBlueFolder customer.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Are you interested in finding out how a software solution can help your company track vendors and contracts? We've laid out some\u00a0work\u00a0order management system benefits of working with BlueFolder. Here are some of the steps of the work order process and how they can improve your business:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>1.\nDefining the work<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Contracts\nusually include blocks of hours, pre-paid amounts, or warranties, and they\noften specify expiration dates. With BlueFolder, business owners can quickly\nview active contracts, pending contracts, and those that have expired or will\nexpire in the next 30 days. The software also offers customers access to\na\u00a0<a href=\"https:\/\/bluefolder.com\/features\/customer-portal-service-software\/\">customer portal<\/a>,\nallowing them to see the details of their contract. This type of transparency\nis a huge competitive advantage for businesses using work order processing\nsoftware because customer loyalty increases when all parties are on the same\npage.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>2.\nAssigning the work<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>With\nBlueFolder, it\u2019s easy for\u00a0<a href=\"https:\/\/bluefolder.com\/features\/service-scheduling-software\/\">scheduling<\/a>\u00a0personnel\nto divvy up assignments to the right technicians and communicate all pertinent\ncontract details. When technicians know which contract should be associated\nwith labor hours, material costs, and other expenses, business owners don\u2019t\nhave to worry about costs appearing at the end of a billing cycle that were\nnever accounted for. That means more revenue and better profit margins.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>3.\nTracking the work<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Tracking\nwork over the life of a contract can be tricky with manual methods,\nparticularly when multiple technicians are involved.\u00a0<a href=\"https:\/\/bluefolder.com\/case-studies\/probleu\/\">For\nCraig Hickman<\/a>, vice president of sales at\nProBleu, relying on BlueFolder improved tracking accuracy and yielded a 60%\nupswing in billings. Before, work orders would be serviced and closed without\nbeing recorded, meaning clients got free work. Because BlueFolder accurately\ntracks contracts and provides an important audit trail, companies can ensure\nthey\u2019re billing clients the correct amount. As Hickman put it: \u201cI wish I would\nhave started with BlueFolder earlier. I missed out on a year of savings.\u201d<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>4.\nBilling the work<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>With\nmanual contracts, it\u2019s easier for billable charges to slip through the cracks,\ncosting your company valuable revenue. BlueFolder keeps contract details\nupdated and makes them visible to both service businesses and their clients,\nensuring that neither party gets an unexpected surprise at the end of a\u00a0<a href=\"https:\/\/bluefolder.com\/features\/service-company-billing-and-invoicing-software\/\">billing cycle<\/a>. As an\nadded bonus, customers pay invoices faster when the bills are easy to\nunderstand.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>If you\u2019re still managing your service contracts manually, you\u2019re doing yourself (and your business) a disservice. Make lost revenue and complicated contract management processes a thing of the past. Reach out to BlueFolder to\u00a0<a href=\"https:\/\/calendly.com\/bluefolder-sales\/bf-demo-1hr\">schedule a demonstration<\/a>, and you\u2019ll see how our\u00a0work order processing software\u00a0will quickly become an integral part of your business.<\/p>\n<!-- \/wp:paragraph -->","_et_gb_content_width":"","footnotes":""},"categories":[648,649],"tags":[14,17,15],"class_list":["post-1031","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-field-service-management","category-work-order-management","tag-improving-your-business","tag-service-contract-management","tag-work-order-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>4 Tips For Efficient Service Contract Management | BlueFolder<\/title>\n<meta name=\"description\" content=\"Are you leaving money on the table due to inefficient service contract management? 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Here are four ways your work order processing software can help.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bluefolder.com\/field-service-management\/4-tips-for-efficient-service-contract-management-using-work-order-software\/\" \/>\n<meta property=\"og:site_name\" content=\"BlueFolder\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/facebook.com\/bluefolderSoftware\" \/>\n<meta property=\"article:published_time\" content=\"2019-12-20T03:34:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bluefolder.com\/wp-content\/uploads\/2019\/12\/blog-contract-management.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1334\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"BlueFolder\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@bluefolder\" \/>\n<meta name=\"twitter:site\" content=\"@bluefolder\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"BlueFolder\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/\"},\"author\":{\"name\":\"BlueFolder\",\"@id\":\"https:\\\/\\\/bluefolder.com\\\/#\\\/schema\\\/person\\\/baa0a44b62a7bb43c11ecc6da00fadcf\"},\"headline\":\"4 Tips For Efficient Service Contract Management Using Work Order Software\",\"datePublished\":\"2019-12-20T03:34:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/\"},\"wordCount\":1002,\"publisher\":{\"@id\":\"https:\\\/\\\/bluefolder.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/bluefolder.com\\\/wp-content\\\/uploads\\\/2019\\\/12\\\/blog-contract-management.png\",\"keywords\":[\"Improving Your Business\",\"service contract management\",\"Work Order Management\"],\"articleSection\":[\"Field Service Management\",\"Work Order Management\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/\",\"url\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/\",\"name\":\"4 Tips For Efficient Service Contract Management | BlueFolder\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bluefolder.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/bluefolder.com\\\/field-service-management\\\/4-tips-for-efficient-service-contract-management-using-work-order-software\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/bluefolder.com\\\/wp-content\\\/uploads\\\/2019\\\/12\\\/blog-contract-management.png\",\"datePublished\":\"2019-12-20T03:34:52+00:00\",\"description\":\"Are you leaving money on the table due to inefficient service contract management? 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