AMC Contract Management

Service providers needed more than isolated maintenance requests. They needed one customer contract that records what equipment is covered, what service was promised, when preventive visits are due, how quickly breakdowns must be handled, what can be billed, and when the agreement should be renewed.

1. 01

   Define the agreement

   Record the customer, service location, contract dates, package, visit frequency, inclusions, exclusions, commercial terms, and SLA commitments.

2. 02

   Confirm equipment coverage

   Link the customer equipment covered by the agreement so every future visit and breakdown remains traceable to the correct asset.

3. 03

   Schedule preventive service

   Activate the contract and generate planned work orders from the agreed service frequency.

4. 04

   Respond to breakdowns

   Register reactive calls, assign responsibility, and monitor response and resolution deadlines against the contract SLA.

5. 05

   Execute and report

   Complete the checklist, record findings, work performed and parts used, then produce the customer service report.

6. 06

   Invoice and renew

   Track due billing periods, create linked invoices without duplication, and identify expiring contracts for renewal.

• I designed the customer AMC lifecycle from draft agreement and equipment coverage through activation, service delivery, expiry, and renewal.
• I developed configurable service plans that generate preventive work orders according to the agreed visit frequency.
• I implemented reactive service calls, priorities, response and resolution deadlines, SLA status, overdue visibility, and operational alerts.
• I created a practical technician workflow with checklists, findings, work notes, used-parts records, completion controls, and customer-ready service reports.
• I connected billing schedules with Odoo invoicing while preventing the same contract period from being invoiced twice.
• I delivered security roles, dashboards, demo data, scheduled automation, tests, documentation, icons, banners, screenshots, and installable releases for Odoo 15 through 19.

• Contacts and Customer Sites
• AMC Contracts
• Maintenance Equipment
• Service Plans
• Preventive Work Orders
• Reactive Service Calls
• SLA and Alert Monitoring
• Technician Checklists
• Contract Billing and Invoicing
• PDF Service Reports

• HVAC and air-conditioning services
• Elevator and escalator maintenance
• CCTV, security, and access control
• Fire-safety system servicing
• Generator, UPS, and electrical maintenance
• Solar and renewable-energy servicing
• Medical and industrial equipment support
• Facilities and building maintenance

• I tested installation, access rights, contract activation, preventive scheduling, reactive calls, SLA calculations, work completion, billing, reporting, and renewal behaviour.
• I validated the same core business workflow on Odoo 15, 16, 17, 18, and 19 with version-specific branches and installable packages.
• I documented the operating flow and included demonstration records so functional reviewers can understand the product without customer data.
• The module records alerts, state changes, invoice links, renewal relationships, and service evidence to make future support and troubleshooting traceable.

• Public LGPL-3 source repository
• Store-ready Odoo 15–19 release branches
• Contract, equipment, service-plan, work-order, billing, and alert models
• Automated preventive scheduling and SLA monitoring
• Professional PDF service report
• Version-specific installation and workflow tests