Synchroteam allows you to create contracts for your customers, sites and equipment.

For each contract you will get to define rules in order to manage your preventive maintenance thanks to recurrences and your corrective maintenance by raising incidents.

 

CREATE A CONTRACT

In order to create a contract, go to Contracts (1) and click on "Add Contract" (2).

You can fill in the following fields:

1. Contract Name
2. Contract's start date
3. Contract's end date
4. Customer name
5. Site name
6. a note
7. Then click on "Create"

 

SET THE CONTRACT'S RULES

Once you have created the contract you can indicate the number of hours which are included in your contract (1) and you can select one or several equipment which will be covered by the contract (2).

 

 

You can then create your SLAs (Service-Level agreements) and match them with job types.

SLA Types

In order to create an SLA  type fill in the following fields:

1. SLA's Name
2. Time to Own (TTO)
3. Time to Start (TTS)
4. Time to Resolve (TTR)

Then click on Save (5)

 

 

Job Types

You can now add job types to your contract and match them with SLA types from the SLAs you created above.

To do so:

1. Select a job type
2. Select a default SLA type
3. Save

 

CREATE RECURRING JOBS AND RAISE INCIDENTS

Once your contract is created, you can go to the contract's details and create recurring jobs (Preventive maintenance) and raise incidents (corrective maintenance).

Create a recurring job

In order to create a recurring job in your contract click on "Add Recurrence" (1).

For more information on recurring jobs click here.

Raise incidents

1. Click on "Add Incident"
2. You can select an equipment (optional) 
3. You can link the incident to a job you created or scheduled for that same customer/site/equipment. 
4. if the job's job type was matched with an SLA type then the SLA will automatically be selected by default.
5. Click on Save

 

 

Please note that if your job has a job type not linked to a default SLA type then you can choose your SLA from the Contract list (1).

 

Keep Track of the time spent on your contract

In the case where you have provided a number of hours included in your contract, you will be able to keep track on the number of hours your technicians have spent on jobs completed for incidents linked to that contract.

 

The number of used hours is the total of the time spent on all completed jobs linked to the contract.

If the total of used hours is inferior to the number of included hours (< 100 %) then used hours will be displayed in green.

 

If the total of used hours exceeds the number of included hours (> 100 %) then used hours will be displayed in red, as a warning that you have spent more time completing your jobs then what was set initially in your contract.