Maintenance contracts are automated. You create them once, and the service orders and tasks are automatically created based on the contract information.
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There are two ways to create a maintenance contract: manually, and based on a saved template.
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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.
Create a maintenance contract using a template
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Go to Administration > Maintenance Contracts.
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Double click ‘Add Contract’. On the New Contract form, select a customer from your existing customer list by clicking the search icon or simply hitting <Enter> on the keyboard. Locate a customer and click Select Customer.
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Enter the Contract Name, such as "Pool Maintenance - Smith."
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Click Copy Remember Me Trx > Contract.
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Select the name of the maintenance contract you wish to copy. The maintenance contract is immediately created once you select the contract to copy.
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Information copied on memorized transactions include: notify employee, all schedule details, all order defaults, order items, and order instructions.
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