Service companies

CMMS for maintenance companies: contracts, SLAs and profitability

By the Mantenplan team · Published on · Updated on

In short
  • A maintenance company needs, besides the classic CMMS, clients, contracts with SLAs, quotes and invoicing.
  • The goal is to know the real margin of each job: cost budget, actual cost and invoiced amount.
  • Always check which tax requirements the software you sign up for covers.

A company that provides maintenance services to third parties needs a CMMS that, besides assets and work orders, manages clients, contracts with SLAs, quotes, invoicing and the profitability of each job. The difference from an in-house maintenance department is that here every hour and every spare part must be billable, and there are response-time commitments to the client.

Clients, locations and assets

The starting point is organising information by client: their installations, the machines at each one and the history of interventions. That way you can answer “what did we do at this client’s plant last year?” with one click, and technicians arrive at each visit knowing what is there and what was done before.

Maintenance contracts and SLAs

A maintenance contract defines which assets it covers, how often and, often, an SLA (service level agreement): maximum response and resolution times according to the priority of the breakdown. The software should:

Quotes and invoices

For work outside a contract a quote is issued, and once accepted it becomes a work order and, later, an invoice. The fewer manual steps between one and the other, the fewer errors and the fewer jobs left uninvoiced. Important: check which tax obligations the software covers and which it does not. A CMMS is not accounting software.

Profitability of each job

The key question is whether you make money. For each job it is worth comparing three figures:

  1. Cost budget: planned hours, material and external services.
  2. Actual cost: what has been consumed in work orders, live.
  3. Invoiced: what has been billed to the client.

The margin is the invoiced amount minus the actual cost. An alert on reaching 90% of the budget lets you react before going over.

Field technicians

Profitability depends on reliable data, and that data is generated by technicians. They need an app that works on the phone, also without coverage, and lets them record time, material and photos on the spot. A weekly timesheet and clocking then make it easier to control labour costs.

What not to expect from a CMMS

Made for maintenance companies

Mantenplan brings together clients, assets, work orders, quotes, invoices, contracts with SLAs and profitability control in a single system.

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Frequently asked questions

What is an SLA in maintenance?

An SLA (service level agreement) is the service level commitment agreed with the client: for example, maximum response and resolution times according to the priority of the breakdown.

Can a CMMS replace my invoicing software?

Some let you issue quotes and invoices linked to work orders, but they do not replace complete accounting software. You should check which tax obligations each one covers.