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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.
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.