Contract management is a tool to effectively manage recurring work like annual, quarterly, or monthly services. It allows you to define contracts with customers that include recurring services and schedules. Work orders will then be automatically generated a specified number of days before the scheduled date. Setting up a contract involves adding a customer, service, service provider, schedule, work description, and any required products or notes. On the scheduled date, the work order will be automatically generated with an (r) designation to indicate it was created by the contract management system.

1. SERVICE MANAGER PLUS
Contract Management
Instructional Slide Show

2. What is Contract Management and
why do you need it?
However, recurring work is often mismanaged
and results in lost revenue.
In the service industry, recurring work is
considered to be fixed income and good business
practice.
Contract management is the tool you will need
to effectively manage work that recurs
annually, quarterly or monthly.

3. How does it work?
Define a Contract similar to creating a
work order
Define the recurring schedule
Indicate how many days before the
defined schedule you would like to auto
generate the work order
At the appropriate date, the work order
will be auto generated

4. Step 1. Add and save a Contract by selecting a customer.

5. Step 2. Add a Service to the contract. You may add multiple Services to the same
customer contract.

6. Step 3. Select a service provider. Define the schedule times. Note the number of days
before which the work order needs to be auto generated.

7. Step 4. Fill in the Work Description. Add any required Products. Specify Checklist/Notes

8. Step 5. Verify schedule.

9. On the defined date at am, the work order will be auto-
generated.
Auto-generated work orders will be designated by (r) in the
work order number. e.g. This number will also
correspond to the order number in the contract management
page.
SMP(r)-10021
Auto Generated Work Orders
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