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This video covers how to manage your contracts and orders efficiently:


Once a contract is setup and the status changed to Active, you're ready to process the contract:


The service tasks associated with a maintenance contract can be “pushed” into the future based on a set number of days. For instance, if you want to move a customer’s scheduled maintenance day from Monday to Wednesday, you can push the schedule forward 2 days. Filters allow you to skips months or days and select whether processed tasks should be included.


Details:

Use maintenance contracts to track your recurring service accounts. Maintenance contracts allow you to easily manage your service accounts, from order creating through receipt of payment.



Step by Step:

Step 1: Create New Contract - Maintenance contracts are automated. You create them once, and the service orders and tasks are automatically created based on the contract information. There are two ways to create a maintenance contract: manually, and based on a saved template. Once the contract is created, it has a status of Open-Draft. This means the customer/prospect name has been recorded and the sales process has begun. Pre-sale marketing campaigns will also begin at this time.

Step 2: Customer Accepts - Change contract status to Open Active using the Open - Active button on the Contract screen ().

Step 3: Update service order item status as items are delivered to contract site

Step 4: After the month is complete, invoice customer or generate a statement

Step 5: Add customer payments to service invoice order when received

Step 6: Change contract status to Closed – Completed - Each contract is sorted by the contract status. When a contract is created it defaults to the Open Draft status. Contract status is a classification that sorts your contracts so that at anytime you can see how many contracts are in each status.