Add Contracts
A contract is an agreement made by the company with its customer on service maintenance or to provide a product. A contract can be scheduled on a periodic basis and the technician can be assigned with the job. The scheduled job for the technician will be marked on the team calendar.
To add a new contract, perform the steps here:
1. Click Services in the main menu and choose the Contracts link.
2. Click the New Contract button to the right of the page.
3. Enter the Customer name and Subject.
4. While scheduling, Visit frequency of the contract can be chosen weekly, twice a month, monthly, quarterly, half-yearly, and yearly.
5. Choose the Start date from the calendar.
6. The contract End dates can be mentioned in two ways.
Way 1 :
By choosing the radio button "After" and mentioning the number of visits.
Way 2:
By selecting the "On Date" and choosing the end date from the calendar.
The preferred technicians can be chosen from the list of technicians available in the list box. This will assign the technician to the job. This is an optional field and can be added later.
7. Finally, click the Save button to save the contract details.
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