Understand contract types

Learn when to use preventive, corrective, or yearly-order contract types.

The contract type controls how the agreement behaves.

Different types use different scheduling rules.

Use this for planned recurring maintenance.

You configure one recurring schedule and optional days in advance.

Use a separate contract for each recurrence.

Use this for service agreements with response targets.

This type does not use a recurring schedule.

It creates the customer relationship and uses an SLA policy when needed.

Use this when you need a fixed number of work orders each year.

Choose Preventive maintenance for routine visits.

Choose Corrective maintenance for service agreements without recurrence.

Choose Yearly orders for an annual volume agreement.

Can I change the contract type later?

Yes.

You may need to reconfigure type-specific settings.

Which type fits monthly maintenance?

Use a preventive contract.

Can one customer have different contract types?

Yes.

Different agreements can use different types.

Last updated 1 month ago

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