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Worksheet

Contract renewal and call log

A two-tab sheet. The first tab lists each contract with units covered, visits promised, visits done and end date. The second logs each breakdown call with unit, channel, technician and status. Use both for one month to see which contracts lapse unnoticed.

Name: ______________________   Business: ______________________   Date: ______________

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Manage AC Service Contracts, AMC Reminders and Breakdown Calls”, www.gullysystem.com/blog/ac-service-contracts-amc-reminders-and-breakdown-calls-guide