Can I set up a Service or Maintenance Contract?

Create a custom “Job Status” in the Admin tab such as “Contract”, “Maintenance Contract”, “Service Contract”, etc…
Create a new Job and assign the Job Status. The Job List can be sorted by Job Status for easy tracking.
Select the “Recurring” appointment option for the Job and set the frequency to match the Contract.
If the Contract does not have a set frequency you can still create a Recurring appointment as a reminder for future service. Recurring appointment occurrences may be modified at any time when the service appointment is determined with your Customer.
You can attach a signed Contract to the Job for easy access at any time. Job attachments can be added at the bottom of the Job page by clicking “Add Note and/or Attachment”.

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