Manage Contracts

Use contracts to define service terms, including SLAs and service windows, for a customer.

Apply a contract to populate resolution time, deadlines, and availability when you create work orders.

Add a contract

1. Select My customers > Contracts > Add new.
2. Enter a Contract number and Description.
3. Select a Customer to assign to the contract.

4. Select an SLA.

   The system uses the SLA to set the resolution time and deadline for work orders.

5. Select a Service window.

   Service windows control working hours and public holiday restrictions.

6. Enter a Start date and End date.

   Contracts expire in the system on the end date.

7. Select Save.

Add maintenance plans

Use maintenance plans to schedule recurring work for assets covered under a contract.

Maintenance plans generate work orders at defined intervals.

Add a maintenance plan to a contract

1. Select My customers > Contracts.
2. Open a contract.
3. Select Maintenance plan.
4. Select Add new.
5. Enter plan details.
6. Select Save.