Procedures

There are three (3) methods to create a Service Contract:

1. “Manually” through the Customer or Site record
2. After the substantial completion phase(s) of a Project, create a Service Contract from the Project, thereby allowing us to seamlessly roll Projects into Service Contracts
3. After selling a Service Contract, i.e. by creating an Opportunity, processing the Quote, and finally creating a Service Contract from the Sales Order

Create a Service Contract manually

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Create a Service Contract from Customer Site

1. Go to Sales or Service > Customers
   • Search for the Customer record
   • Drill in to the Site for which you wish to create the Service Contract
2. On the Site > Service Contracts tab, click the grid Add icon
   • Fill out the Service Contract attributes including Line Item details, e.g.
     • Start / End Dates, Con Type, Bill Frequency, Bill In Advance Days, Renewal Type, Tax Code, Company, Branch, Department
     • Reference further setup steps, as required prior to first time invoicing
   • Notice the system has assigned a unique Service Contract number for this record
3. Click the Save icon