Service Contract Profitability Excel Template | Contracts, Visit Costs, Call Outs, Repricing and Renewals

For businesses running maintenance or service contracts. Some contracts make good money and others quietly lose it, and it is hard to tell which. This workbook logs actual hours and parts per visit, shows what included call outs really cost, and helps you set the right price at renewal.

What it covers

• Contract list showing which contracts make money and which lose it
• Visit log of actual hours and parts used per visit
• Call out analysis showing what included call outs cost per contract
• Reprice calculator from true cost to renewal price at your chosen margin
• Renewal diary flagging reviews 90 days before renewal
• Client league ranking clients by margin and hassle

Who it is for

Suits heating engineers, electrical contractors, facilities firms, lift, alarm, fire safety and HVAC maintenance businesses.

What is inside

• How To Use and Quick Start guides, from download to working in ten minutes
• Contracts
• Visit Log
• Call Out Analysis
• Reprice Calculator
• Renewal Diary
• Client League
• Notes and Actions, Log and Diary, Goals and Targets and Weekly Review tabs

How it works

Open the file in Microsoft Excel and read the How To Use tab first, it takes two minutes. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 12 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.