Contracts

This function has the ability to handle thousands of machines that are under standard or time and materials contracts, driving billing and service history.

Each contract is allocated a unique Contract ID. This can be your existing contract number or automatically generated. Details regarding the machine include:

▪Customer for billing

▪Site/location details

▪Site contact

▪Default technician

▪Service levels (2 hours response, etc.)

▪Contract type

▪Active jobs related to this machine

▪Historical jobs related to this machine

▪Meter setup

▪Meter count history

▪Related tasks (to do, scheduled onsites, reviews, etc.)

▪Related watchouts and warnings

▪Email/Comments grid

Further information

Contract Footer

Contract Header

Contract Lists

Contract Reports

Contract Security

How to

Add a Document to a Contract

Change Bill Date on a Contract

Contract Examples

Contract Variation Example

Copy Fields to Child Contract

Create Similar Contract

Terminate a Contract

Unlink a Child from a Master