Can I set up a service or maintenance contract?

Of course! Create a custom Job Status such as ‘Contract’, ‘Maintenance Contract’, ‘Service Contract’, etc… by clicking the gear icon in the upper right corner and then ‘Custom Terms’. After the Custom Terms page opens click ‘Job Status’ then the ‘New Job Status’ button.

Create a new job or edit an existing job and assign the Job Status. The Job List can be sorted by Job Status for easy tracking. Select the ‘Visit Frequency’ in the Job Visit section on the job page to match the contract.

You can attach a signed contract to the job for easy access by clicking ‘Add’ button in the Note & Attachments section at the bottom of the job page.

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