For the complete documentation index, see llms.txt. This page is also available as Markdown.

Understand contract types

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

Contract type decides how the agreement behaves.

Different types use different scheduling rules.

Main contract types

Preventive

Use this for scheduled recurring maintenance.

This type uses a recurring schedule and days in advance.

Corrective

Use this for service agreements with SLA requirements.

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

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.

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