Contracts
Manage service agreements and generate recurring work orders from the BackOffice.
Contracts helps you manage customer service agreements in one place.
Use it for recurring maintenance, corrective service, and yearly service plans.
When to use Contracts
Use Contracts when you need to:
automate recurring maintenance visits
track corrective agreements with response targets
keep contract work linked to customers, objects, and future planning
Quick answers
One contract has one recurrence.
Contracts can include forms and linked objects.
If you update a shared form, use Refresh data on the affected contracts.
Only future generated work orders use refreshed form data.
Start here
Create and configure contracts
Control timing and generation
Manage and extend contracts
What you can do with Contracts
create preventive, corrective, and yearly-order agreements
generate work orders automatically from contract timing
control renewal, termination, and cancellation reasons
link contract work to objects or projects
add forms or objects to the contract setup
review schedule, parameters, budgets, and custom contract data
troubleshoot missing or unexpected generation
apply SLA logic to corrective agreements
import many contracts in one file
Related topics
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