How to Create an AMC in BytePhase CRM: Step-by-Step Guide

Step-by-Step Process to Create an AMC in BytePhase CRM

Login to the BytePhase portal

•  Log in to your BytePhase CRM account.
• If you don’t have an account, sign up using your details

Start a new AMC

• Navigate to the AMC module from the main dashboard.
• Click on the “+” Plus icon to Create a New AMC.

Enter the AMC details

• Enter the customer details, including name, contact information, and service address.
• Select the product or service covered under the AMC.
• Set the start and end dates for the AMC.
• Specify the number of visits, types of services included, and any exclusions.
• Add pricing details, including any discounts or special offers.
• Review all the information entered.
• Click on Create to finalize the AMC creation.
• The AMC will now be listed in the AMC module, where you can track its status and manage renewals.

Turn on AMC renewal reminders

• Locate the “Business Settings” option in BytePhase CRM’s main menu — typically in the top-left corner of the dashboard.
• Within the Business Settings section, find the “Reminder Settings” option.

Enable AMC alerts

• Look for settings specifically related to Annual Maintenance Contracts (AMCs); these might be labeled as “AMC Alerts.”
• Activate the toggle switch to enable the reminder feature.
• Save your reminder settings to ensure they take effect.

Great job! 🎉 You’ve successfully created an AMC and set up renewal reminders in BytePhase CRM.

Keep an eye on your notifications to stay on top of customer responses and upcoming AMC renewals. AMC management is just one part of running your shop from a single dashboard — BytePhase’s repair shop management software also handles repair tickets, spare-parts inventory, and invoicing in one place. Try it free for 15 days, no credit card required.