How to use Branova AMC

Getting started

1. Create your account — click Start free and sign up. A fresh, empty workspace (your organisation) is created and you become its Owner.
2. Set your industry — pick your business type (Solar, HVAC, CCTV, Fire Safety, Lifts…) so contract types, asset categories and checklists match your sector.
3. Add your company details — name, address, GSTIN and logo in Settings (used on your invoices and reminders).
4. Invite your team — Settings → Team Members; each gets a role that controls what they can see and do.

Customers & assets

• Customers — keep every client, their sites, contacts and billing details in one searchable database. Use Import to bulk-add from a spreadsheet.
• Assets — record each serviceable unit with its serial number, model, location, install date and warranty. Print a QR code so technicians can scan straight to an asset's service history in the field.
• Every asset links to its AMC contract, so you always know what's covered and when cover expires.

AMC contracts

• Create a contract for a customer — choose the type (Comprehensive, Non-comprehensive, Labour-only), set the start & end dates, value and the assets it covers.
• Define a preventive-maintenance schedule (e.g. quarterly) and the platform auto-plans the service visits for the whole term.
• Track each contract's status — Active, Expiring Soon, Expired or Renewed — from one dashboard.

Service visits & technicians

• Schedule visits — planned (from the PM schedule) or on-demand. Assign a technician, set the date and the customer is notified automatically.
• Technicians — manage your field team, their skills and workload; they update visit status, add notes and capture a customer signature on completion.
• Every visit is logged against the asset, building a complete service history.

Renewals & reminders

• Branova AMC watches every contract's end date and sends automatic renewal reminders to you and your customer at 60, 30 and 7 days.
• Renew a contract in one click — carry over the assets, adjust the value, and a fresh term (and its visit schedule) is created.
• The Renewals board shows everything expiring this month so nothing slips through.

Invoices & payments

• Raise a GST invoice from any contract or visit — line items, CGST/SGST/IGST and the grand total calculate as you type.
• Track what's paid, pending and overdue, record part-payments and follow up faster.
• Add your GSTIN and company address in Settings so they appear on every invoice.

Tickets & knowledge base

• Tickets — track breakdown calls and complaints by priority, category and status; requests raised by customers in the portal land here automatically and can become a service visit.
• Knowledge base — write help articles (maintenance tips, FAQs) and publish them so customers can self-serve in the portal.

Customer portal

• Invite a customer — Settings → Customer Portal: pick the customer, set an email & password. Share the link /portal.
• Customers sign in and see only their contracts, assets, upcoming service visits, invoices, documents and support — plus your published help articles. They can raise new support tickets too.

Settings & team

• Custom fields — Settings → Custom Fields adds your own fields (text, dropdown, date, checkbox…) to any module.
• Roles & permissions — assign Owner, Administrator, Manager, Technician or Viewer; every change is recorded in the Activity Log.
• Branding, currency & reminder timings all live in Settings.