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Worksheet

Agreement and AMC field map

Two columns, Agreement record and Service schedule, run down a printed sheet. Rows list each field you track, such as signing date, notice period, covered serial numbers, visit count and parts exclusions. Tick the column where each field lives today. Then mark the fields that need a link.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Contract management or AMC management: which record holds what”, www.gullysystem.com/blog/contract-management-or-amc-management-which-record-holds-what