Contracts

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This function hast 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