Maintenance Contracts - Overview

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.

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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.