Customer Profile: Manage Contracts

The Contracts Tab in a customer’s profile shows all Service Agreements and Memberships created for that customer.

You can use this page to:

• View all agreements and memberships.
• Check the status and progress of each one.
• Once a Service Agreement Estimate is assigned to a customer, it will show up under the customer’s Contract tab.

Two Sections in the Contracts Tab:

1. Upcoming Services (this opens by default)
   • Shows upcoming jobs or tasks included in memberships.
2. Contracts List
   • Displays all agreements and memberships for the customer.

Creating a New Agreement or Membership

• Click the Add New button to create a new contract.

After saving, it will show up in the list with key details like:

• Job templates or service types included
• Start and end dates
• Description of the contract or plan

Managing Contracts

• Click the 3-dot menu next to a contract to:
  • Edit the contract
  • Delete it
  • View its status report
• Click any column header (like name or date) to sort the list.
• Use the Filter Bar to quickly find specific agreements or memberships.

Upcoming Services

Once a Service Agreement is created:

• The related jobs and tasks (with specific recurring schedules) will automatically appear under Upcoming Services.
• When the due date arrives, you can easily schedule a job from this list.