BusinessOps360 Help Portal
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Quote to Invoice
  • Quoting a customer, and getting paid
  • Logging a service request from the sales desk
Break-Fix Service Request
  • Logging a breakdown call and getting it fixed
AMC Contracts & Preventive Maintenance
  • Selling an AMC and getting the maintenance visits scheduled
  • Scheduling maintenance for a unit under warranty
Customer Portal Service Requests
  • Reporting a problem with your equipment
Getting Started
  • How do I sign up for BusinessOps360?
  • Which modules can I choose, and how do they fit together?
  • How do I sign in to my BusinessOps360 workspace?
  • I forgot my password — how do I reset it?
  • I was given a temporary password — how do I set my own?
  • How do I change my password?
  • How do I invite teammates to my workspace?
  • How do I reset a user's password? (Tenant Admin)
  • How do I export my workspace data?
Sales — Quotes & Orders
  • How do I create a quote?
  • How do I submit a quote, and will it need approval?
  • How do I approve or reject a quote waiting on me?
  • How do I send a quote and record the customer's response?
  • How do I revise a quote?
  • How do I convert an accepted quote into a sales order?
  • How do I work a sales order from confirm to delivery?
Invoicing & Payments
  • How do I issue an invoice?
  • How do I record a payment against an invoice?
  • How do I mark an invoice as sent, or void a wrong one?
  • How do I see what's owed and chase unpaid invoices?
Service Requests & Dispatch
  • How do I create a service request?
  • How do I use the Dispatch Board?
  • How do I assign, schedule, or reassign an engineer?
  • How do I approve or reject an engineer's job-cancellation request?
  • How do I edit, cancel, reopen, or comment on a service request?
  • How do I send the Field Service Report (FSR) to the customer?
  • How do I correct (revise) a Field Service Report?
  • Where do I see service performance and SLA reports?
Assets (Installed Base)
  • How do I find and view an installed-base asset?
  • How do I edit an asset, its status, components, or battery banks?
Field Engineer — Mobile App
  • How do I sign in to the BO360 Field Service app?
  • How do I see and open my jobs?
  • How do I move a job through its stages?
  • What's the difference between "End Work" and "Complete Job"?
  • How do I fill in the Field Service Report (FSR)?
  • How do I capture signatures (and what if the customer can't sign)?
  • What happens when I work with no signal?
Customer Portal
  • How do I sign in to the customer portal?
  • I'm served by more than one agency — how do I switch between them?
  • How do I raise a service request in the portal?
  • How do I track my service requests?
  • Will I get updates on my request?
  • How do I see and pay my invoices in the portal?
  • How do I check my equipment, warranty, and AMC contracts?
  • How do I rate a completed visit?
Support & Help
  • How do I raise a support ticket?
  • How do I open the Help Center?
Troubleshooting — "Why can’t I…?"
  • Why does the mobile app say it's for field engineers only?
  • My sign-in code didn't arrive by SMS
  • The "Sign in" link on the signup page doesn't work — where do I sign in?
  • Why was I suddenly logged out of the customer portal?
  • Why does my quote need approval?
  • Why can't I revise my quote after converting it?
  • Why doesn't the "Deactivate" option on a quote do anything?
  • Why can't I cancel this sales order?
  • Why can't I void this invoice?
  • Why is my service request flagged "Needs info"?
  • Why can't I close (or reopen) a service request?
  • My trial expired and now every page says "not found" — what do I do?
Account & Billing
  • How do I subscribe and pay by NEFT?
  • What's on my subscription invoice?
  • When does my subscription renew, and will I be reminded?
  • What happens when my trial ends?
Is This Supported?
  • Is Service Sales (AMC, PM plans, service-sales quotes) available in the web app?
  • Can customers pay invoices online through the portal?
  • Can I issue a credit note?
  • Does BusinessOps360 do e-invoicing, e-way bills, or GST return filing?
  • Can I use other currencies or languages?
  • Does BusinessOps360 send SMS notifications?
  • Does BusinessOps360 have a leads / inquiry pipeline?
  • Can I add or remove modules myself?
Home / AMC Contracts & Preventive Maintenance

AMC Contracts & Preventive Maintenance

Quote → Contract → Activate → PM visit schedule — 2 articles

Selling an AMC and getting the maintenance visits scheduled

quote an AMC for a customer's equipment, set the visit cadence, convert it to a contract, and get the preventive-maintenance (PM) visits scheduled across the term.

Service Sales ExecutiveService Sales ManagerAbout 10 minutes

Scheduling maintenance for a unit under warranty

take a customer's unit that's still under the manufacturer's warranty, record the warranty period, and get preventive-maintenance visits scheduled across it.

Service CoordinatorService ManagerThree minutes
Built from the live product — screens shown are from a demo workspace.