AMC and service

Keep every customer after the installation, and earn from them for years.

The job does not end at commissioning. HelioLattice keeps the customer's AMC billing, service tickets, service costs and warranty replacements on the same record as the original project, so support is quick and every service rupee is accounted for.

Book a demo See what it does

What does the AMC and service module do? It records AMC invoices and receipts, service expenses, warranty replacements and vendor recovery against the customer and the project, and it tracks support tickets with priority, assignment and resolution, so the full after-sales history sits in one place.

Customer service history
Residential · 5 kW on-grid
Commissioned last year · Customer: S. Nair
Ticket open
  1. AMC invoice
    Raised against the customer and project
    Accounts
  2. AMC receipt
    Payment recorded
    Accounts
  3. Support ticket
    Inverter fault, assigned to service
    Service
  4. Warranty replacement
    Vendor recovery decision pending
    Owner
Service cost and recovery trackedNext owner: Service
Example with illustrative data.

How it works

From first call to recovered cost.

The same customer record that holds the sale now holds the support history, so nobody asks the customer to repeat anything.

Raise the ticket

A support ticket is created against the project with a priority, assigned to a person, and updated until it is resolved with notes.

Ticket→Assigned→Resolved

Record the cost

Service expenses, spares and visits are recorded as service entries, so the real cost of after-sales is known.

Visit→Expense→Report

Replace under warranty

A warranty replacement records the original and replacement product and the reason a purchase bill was not available.

Fault→Replacement→Record

Recover from the vendor

Record the recovery amount and the decision on a vendor claim, so costs that should come back from a supplier are not forgotten.

Cost→Claim→Decision

What it does

After-sales that pays for itself.

AMC billing

Raise AMC invoices and record AMC receipts against the customer and the project, so billing and collection sit with the rest of the customer's history.

  • AMC invoice and AMC receipt entries
  • Linked to customer and project

Support tickets

Every ticket has a number, a priority, an owner, a status and resolution notes. Tickets belong to the project they are about.

  • Assignment and resolution
  • Ticket count on the customer record

Service expenses

Record what a service visit cost, whether labour, spares or travel, and keep it against the customer.

  • Recorded with amount and reference
  • Reported by service dimension

Warranty replacements

Capture the product that failed, the replacement given and the purchase bill reference when there is one.

  • Original and replacement product
  • Reason if no bill is available

Vendor recovery

Note the amount to recover from the supplier and the decision taken, so warranty cost can flow back to you.

  • Recovery amount recorded
  • Decision recorded

Service and warranty reports

Summaries by service and by warranty show what after-sales costs and what it brings in.

  • Service dimension
  • Warranty dimension

Customer for years

One record from the first enquiry to the fifth year.

Because the survey, the quotation, the payments and the service entries live on one customer record, your team can answer a service call knowing the system size, the installation date, what was paid and what has been repaired.

  • Service tickets attached to the original project
  • Calls, notes and documents from the sale still visible
  • AMC and service money next to project money
  • Repeat business starts from a complete history

Why service calls get forgotten →

Service and finance entries for one customer
AMC invoiceIssued for the yearIssued
AMC receiptRecorded against the invoicePaid
Service expenseRecorded with the ticket referenceApproved
Warranty replacementOriginal and replacement recordedVendor recovery open

Example entries with illustrative data.

Also included

Around after-sales.

Reminders

Contextual reminders on tickets and jobs.

Documents

Warranty papers stored with the project.

Permissions

Choose who sees service money.

Reports

Service and warranty summaries for owners.

Keep exploring

Connected pages.

Payments and expenses →

How claims are reviewed and approved.

Reports →

After-sales numbers for owners.

Roles and access →

Who can raise and close tickets.

Questions

Common questions.

Can we bill AMC from HelioLattice?
Yes. AMC invoices and AMC receipts are recorded against the customer and the project, so billing and collection sit next to the rest of the customer's history.
How are support tickets handled?
A ticket is created against a project with a priority, assigned to a person and worked through to resolution, with notes recorded when it is closed.
Can we recover warranty costs from suppliers?
Yes. A warranty replacement records the products involved, and vendor recovery records the amount to recover and the decision taken.
Where does the service history live?
On the customer and the project, next to the original survey, quotation, payments and documents, so the whole story is in one place.
Can service costs be reported?
Yes. Summaries by service and by warranty show service entries across your company.

See a customer's whole history in one place.

Bring one installed customer and we will show the sale, the payments and the service together.

Book a demo Next: reports