Documentation 19.0

After-Sales & Service

Manage maintenance contracts

1 min read Updated 2026-08-13 WindoorERP 19.0

What this does

Runs annual maintenance contracts — scheduled visits, renewals and the service history that makes the next contract easy to sell.

Before you start

  • The customer's installed positions are on record.

Steps

  1. 01
    Create the maintenance contract with its period and visit frequency.
  2. 02
    Visits schedule themselves — teams see them like any service call.
  3. 03
    Record each visit against the contract.
  4. 04
    Before expiry, the renewal task appears with the full visit history attached.

Common mistakes

  • Letting contracts lapse silently — the renewal task exists exactly so expiry is a sales conversation, not a surprise.

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