Technician time and parts are logged in one place and invoiced from another, if at all.
Get paid for every hour and part, and never for covered work.
QTCFolio connects service contracts, installed equipment, field work and billing, so completed work turns into a correct charge without a spreadsheet in between.
Where service revenue leaks
Nobody is sure what is covered, so work is given away or disputed.
Maintenance agreements, included hours and visit schedules live outside any system.
Serial numbers, locations and past visits are hard to find when a call comes in.
Service priced and billed from the contract.
Coverage is checked before pricing, and completed work is reviewed and handed to billing as a locked record.
Time, materials and travel
Price labor the way your contracts say.
- Regular, overtime and holiday rates
- Minimums, increments and spending caps
- Travel time, mileage and fixed trips
- Expenses with receipts and markup rules
Maintenance contracts
Run agreements across machines and sites.
- Recurring fees and visit cadence
- Included hours that are tracked and used up
- Contract-specific rates and exclusions
- Renewal dates and notice periods
Installed equipment and warranty
Know what the customer has and what is covered.
- Model, serial, site and install dates
- Warranty checked before pricing
- Covered work kept at zero charge
- Full service history per machine
Field work to billing
Close the loop from visit to invoice.
- Preventive maintenance checklists
- Parts linked to inventory and returns
- Response and resolution targets tracked separately
- Customer sign-off and a locked billing handoff
Built for companies that sell and service equipment.
- Every billable hour, part and trip reaches the invoice
- Covered and included work stays off it
- Service contracts, equipment and billing in the same system as your quotes
- A clear record for every charge if a customer asks
See a service visit go from work order to invoice.
Walk through a realistic deal from product configuration and pricing to renewal, with every department working from the same commercial record.