How to Add a Contract to a Job
In this guide, we will focus on a crucial aspect of field service management: adding a contract to a job. Contracts ensure smooth operations, establish clear expectations and maintain strong customer relationships. By incorporating contracts into your job workflow, you can effectively manage service agreements, track service entitlements, and streamline your billing processes.
Throughout this tutorial, we will walk you through the step-by-step process of creating a contract in Zuper, including,
- Associating the contract with a customer or organization
- Defining the contract dates, terms, and template
- Adding the required inventory for the contract
- Setting up billing schedules
By the end of the tutorial, you will gain a comprehensive understanding of how contracts function within a field service management system.