ServiceCPQ

Heavy Equipment Contract Management Platform

5 active contracts 1 overdue job

Select your workspace

Each workspace is tailored to your role — only the data and tasks that matter to you.

Commercial Agent

Quoting · LCC · PM Packages · Job Library · Pricing

Build service quotes from first principles. Run LCC models, design PM scope packages, configure job libraries, and set pricing strategy. Submit quotes through the approval matrix before presenting to the customer.

9

Pending approvals

9

Quotes in pipeline

Open Commercial Workspace

Contract Manager

Active Contracts · Amendments · Renewals · SLA Tracking

Own live contracts from activation to renewal. Handle fleet amendments (new machines added mid-term), manage suspensions, track SLA compliance, trigger renewal workflows, and coordinate contract approval gates.

5

Active contracts

2

Expiring in 90 days

Open Contract Hub

Field Planner

PM Scheduling · Work Orders · AI Recommendations

Plan and execute preventive maintenance across assigned MARC / CSA contracts. AI-powered job forecasting from live SMU telemetry. Log unplanned events with billing disposition and push jobs to the work order system.

1

Overdue jobs

5

Active contracts

Open Planner Workspace

Billing Coordinator

CPH Usage · Fixed Billing · Invoices · Revenue

Process monthly billing runs. Enter SMU-based usage hours per machine, agree deductions with the customer before generating fixed and variable invoices. Full audit trail for billing disputes and revenue recognition.

1

Billing runs due

5

Active contracts

Open Billing Center

Finance Director

P&L · Margin Analysis · Accruals · AR

Cross-contract financial health. Monitor gross margin by contract and type, track accounts receivable, manage revenue and cost accruals, and identify contracts at risk of margin erosion before they impact the bottom line.

2

Contracts at risk

$852K

Outstanding AR

Open Finance Dashboard

Fleet Registry

Equipment · SMU · Next Service · Site Coverage

Full visibility over all contracted equipment. Track current SMU hours, next scheduled service intervals, machine age, and site allocation across all active MARC, CSA, and PM Pack contracts.

8

Total units

5

Active contracts

Open Fleet Registry

HEM Platform v2.0 · ServiceCPQ Contract Intelligence