What are Contracts?
Understand what contracts do in the BackOffice and how they generate work orders.
A contract is the relationship between your account and a customer.
It defines whether the agreement is preventive or corrective.
Use it to automate the matching work orders.
For example, you can schedule an air-conditioning check every three months.
When to use Contracts
Use contracts when you need to:
plan recurring maintenance visits
manage corrective service with response targets
avoid creating the same work order again and again
stop generation automatically on an end date
Who should use Contracts
Use Contracts if you have customer agreements for recurring site visits.
This fits maintenance companies, service teams, and inspection workflows.
How Contracts work
A contract stores:
the agreement details
the work order setup
one recurrence or SLA-driven service setup
When the contract is active, OutSmart creates work orders from that setup.
The exact behavior depends on the contract type.
Main contract types
Preventive maintenance
Use this for planned recurring work.
This type uses one recurring schedule and the Days in advance setting.
Corrective maintenance
Use this for service agreements with response targets.
This type uses an SLA policy instead of a recurring schedule.
Yearly orders
Use this when you need a fixed number of work orders each year.
Frequently asked questions
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