System Documentation & SRD
A comprehensive reference for ContractPilot AMC’s design, architecture, and functional requirements
This document outlines the product scope, user stories, personas, core flows, and design system tokens that guide the application’s development and usage.
1. Introduction
The purpose of this document is to outline the system requirements for ContractPilot AMC, a vertical micro-SaaS application designed to streamline the management of annual maintenance contracts (AMC) and recurring service agreements for small and mid-sized service companies. This SRD serves as a single source of truth for the product’s functional scope, user expectations, and design system.
2. System Overview
ContractPilot AMC is a focused operating system for managing annual maintenance contracts and recurring service agreements. It is specifically designed for service companies that currently rely on spreadsheets, WhatsApp, and disconnected field-service tools to manage contract schedules, renewal reminders, site visits, and billing. The application mitigates business risks associated with missed visits, late invoicing, weak documentation, and lost renewals by providing a centralised platform for these operations.
The platform consolidates contract lifecycle management, preventive maintenance scheduling, technician visit tracking, recurring billing, and breakdown analysis into one seamless experience. It empowers service managers, technicians, and administrative staff with real‑time visibility and automated workflows.
3. Functional Requirements
As a service company manager, I should be able to manage annual maintenance contracts within the application.
As a service company manager, I should be able to schedule and track technician visits.
As a service company manager, I should be able to receive renewal reminders for contracts.
As a service company manager, I should be able to handle recurring billing efficiently.
As a service company manager, I should be able to track and analyse breakdowns.
4. User Personas
Service Company Manager
Oversees management of maintenance contracts, scheduling, billing, and overall business operations. Relies on dashboards, contract lists, and renewal reminders.
- Create & manage contracts
- Assign technician visits
- Monitor renewals & billing
- Track breakdown analytics
Technician
Performs on-site maintenance tasks according to schedule. Needs clear visit lists, work order details, and the ability to update visit status and report issues.
- View assigned visits
- Perform maintenance tasks
- Update visit status
- Report breakdowns
Administrative Staff
Handles documentation, invoicing preparation, customer communications, and record‑keeping. Accesses contract details, documentation tools, and billing modules.
- Prepare & maintain records
- Generate invoices
- Communicate with customers
- Manage documentation
5. Core User Flows
Service Company Manager
Technician
Administrative Staff
6. Color Palette
#004080Main brand color, headings, buttons#6699CCLighter accents, hover states, secondary UI#FF5733Calls‑to‑action, warnings, important highlights#FFC300Star ratings, badges, cheerful highlights#FF8C00Alerts, notifications, status indicators#F5F5F5Page backgroundrgba(255,255,255,0.8)Card and container backgrounds#333333Primary body text#777777Secondary, captions, less emphasised textrgba(0,0,0,0.1)Dividers, card borders7. Typography
The quick brown fox jumps over the lazy dog.
Weight: 600 / 700
Line‑height: 1.2 – 1.3
Inter is used for all body text, form labels, descriptions, and interface elements. It ensures readability across screen sizes.
Weights: 400, 500, 600
Line‑height: 1.5 – 1.6
Accessibility Considerations
- Minimum contrast ratio of 4.5:1 for normal text and 3:1 for large text against background.
- All text can be resized up to 200% without loss of content or functionality.
- Line heights are generous to aid readability for dyslexic users.
- Headings and interactive elements use a clear font hierarchy to support screen reader navigation.
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