Contract Management

With Contract Management, create custom fields to match the data requirements you have, and choose different input formats such as numbers, single-line text, multi-line text, checkboxes, dropdown menus and date fields.

Easily create different types of contracts which can be used to assign to specific contracts and contract pre-builds. You can even use the contract types to filter out information to give you a clear view of your different contracts.

The Contract Management module allows you to set rules for different types of contracts which control when reminders are sent, who they’re sent to, and what information these reminders should contain. Send these directly to your sales team to get them renewing contracts promptly, without the fuss.

With this module, you can use customer contracts to create jobs for you and your team: for instance, to complete site visits for planned preventative maintenance, or to remind you to complete system back-ups.

You can also specify job frequencies for different items within the same contract: if some items need servicing once a year but others need servicing twice, the system is able to run different rules for each item. This saves you the need to reschedule the same jobs over and over, and gives you more time to focus on the things that matter—like making sales!