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Contracts and visit schedule

Create an annual maintenance contract and let the app build its visit schedule.

1

Open Contracts → New contract.

2

Fill in the contract. Choose the customer and site, the contract type (comprehensive, non-comprehensive, labour only or warranty extension), the service type, start and end dates, the value before GST, visits per year and payment terms. Tick the equipment the contract covers. Under Assign visits to, pick the technician.

New contract form for Orchid Lane Cafe, Ground floor: comprehensive, water purifier servicing, value 14000, 4 visits a year, assigned to Ravi Kulkarni, with two equipment units ticked
3

Click Save contract. The app creates the visit schedule from Visits per year: 4 visits a year gives one visit every 3 months from the start date, all with status Scheduled.

4

Open the contract (Open on its row) to see its details, the covered equipment, the visit schedule and any invoices.

Contract AMC-0001 showing customer, type, period, value, covered equipment, its visit schedule and a paid invoice

Work through the visits on the Visits page, and bill the contract from Billing.