CONTRACT MANAGEMENT
Service level agreements tracked, not just signed.
Your agreements promise visits, tests, products, labor, and results. Track whether all of it happened — so you run a tighter operation and walk into the QBR with your own evidence.
The first quarterly business review you lead with your own numbers changes how the account runs.
SLA SCORECARD
Every commitment scored, by site and by branch
Example data| KPI | Target | Site A | Site B |
|---|---|---|---|
| Visits on schedule | 100% | 100% at or above target | 83% below target |
| Reports sent within 24 h | 95% | 98% at or above target | 91% below target |
| Time in control | 90% | 94% at or above target | 78% below target |
| Legionella tasks on time | 100% | 100% at or above target | 100% at or above target |
| Inventory above reorder | 100% | 100% at or above target | 86% below target |
| Contract score | — | 97 | 86 |
Below-target values in amber. Scores roll up by branch, district, and division.
WHAT IT ACTUALLY DOES
What it actually does
Effective-dated commercial terms
Capture each account’s agreement as it changes over time — not a static PDF that drifts from reality.
Scheduled obligations
Track the visits, tests, deliverables, and extras you owe against what you promised.
Deliveries and inventory
Reconcile the product deliveries you made and inventory against consumption and telemetry at the account.
Labor and credentials
Record labor hours and credential verification where the agreement requires them.
Partial fulfillment
Handle partial fulfillment honestly instead of marking a month complete when it was not.
KPI scoring and escalation
Score the KPIs you committed to; track renewals and escalations with evidence attached.
AI LAYER
AI on obligations and QBRs
Exception detection and report generation over obligation and delivery data — not a sales-script generator.
Reconciliation exception detection
Flags delivered-vs-billed and visit-vs-obligation mismatches so you catch gaps before the customer does, with the evidence trail attached.
QBR report generation
Drafts quarterly business review rollups from obligation, delivery, inventory, and KPI data — editable before the QBR you lead.
HOW IT WORKS
Three truths, reconciled
Commercial truth, engineering truth, and telemetry truth — kept separate, then compared.
Encode the commercial truth
Load effective-dated terms: visits, tests, products, labor, and KPIs you committed to.
Capture what happened
Record deliveries, visits, lab work, and labor against the schedule you owe.
Reconcile with telemetry
Compare promised product and service against inventory, consumption, and operating data — catch gaps before the customer does.
Score and escalate
Score KPIs over time; surface gaps so you lead the QBR with evidence.
OUTPUTS
What you get out
- Obligation calendar with fulfillment status
- Delivery and inventory reconciliation against consumption
- Labor and credential records where required
- KPI scores over the contract period
- Evidence packs for the QBRs you lead and for renewals
WHO THIS IS FOR
Who this is for
- Branch operations leads running visits, tests, and deliveries across accounts
- Technical directors who own program KPIs and credential requirements
- Account managers who walk into QBRs with their own evidence
- Service companies that want a tighter operation before the customer finds a gap
RELATED
Related capabilities
Walk into the next QBR with your own evidence.
The first quarterly business review you lead with your own numbers changes how the account runs.