Seamlessly Integrate with Your CRM:

ADD System SmartConnect
Blue Cow
Cargas
Automated Wireless
Fuel Data Systems
& More

Logos for ADD Systems, Blue Cow, Cargas, Automated Wireless and Fuel Data Systems

Save Time, Resources, and Money

When you mail a traditional paper service contract, it costs you valuable time, resources, and money. You need to print it, mail it first class, or have a company representative visit the home and present it in person. Then you have to wait for the customer to receive and review the service contract and return it via your postage-paid return envelope (or wait for a return trip from your company representative).

ServicePoint™ reduces the number of printed contracts you’ll send out, and speeds the entire approval process – it can be reviewed, completed, paid for, and returned to you within minutes, all electronically. Expiration dates can be set to further expedite the enrollment process.

ServicePoint™ Makes Your Life Easier

Created around your energy company’s service agreements, ServicePoint™’s custom administrative section puts your most important controls right at your fingertips.

Expandable to include any custom fields required
Support service contracts of any size and scope — from simple tune-up agreements to contracts covering hundreds of comfort system parts plus labor
Enrollment fees can be set for a single payment or through your budget payment plan
Contracts are stored digitally; you and your customer also receive PDF copies
You and your client are notified when contract is up for renewal
Search through completed contracts
Generate daily/weekly/monthly activity reports
Incorporate discounts and special limited-time offers
“Lock-out” function can require pre-selected clients to call the office for enrollment
Authorized users can override company defaults
Expiration date can be set for any override
Digital signatures are legally binding