Customers, Sites & Contracts

Creating service contracts

Create contract coverage, commercial/SLA settings and recurring service rules.

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Creating service contracts

Create contract coverage, commercial/SLA settings and recurring service rules.

Where to find it

Admin → Service Contracts.

How to use it

  1. Create a contract with reference, customer, title, status, dates, renewal details and billing frequency.
  2. Set SLA/response targets and contract value/rates where applicable.
  3. Open the contract and add covered sites.
  4. Add covered assets only after their site is included in contract coverage.
  5. Create recurring service schedules for covered sites.

Important notes

Recurring schedules can generate contract jobs. Contract values/rates support commercial reporting but should reflect your actual agreement.

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