APP guide
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8.1 Maintenance Contracts
To create maintenance contracts, you must go to the Contracts of the menu.
Once you have reached this screen, you must click on ADD to create a new contract.
As a first step, the customer must be set up. The entire list of your customers will be loaded and you only need to click on the one you want.
Next, a screen will be displayed where you will have to enter the contract specifications.
In this screen you can enter the contract type of MAINTENANCE or ON-CALL, in this case the contract will be MAINTENANCE. Next, the specifications of the contract must be entered: Identifier, Description, possible Locations, Machinery and Jobs, Start and End Date.
Other contract-specific settings can then be changed in the relevant sections below.
Within the ACTIVITY DETAILS section, it will be possible to enter or display them.
In addition to the activities, the contract can also be entered in the intervention creation phase. Once the customer has been entered, the software will already propose how many contracts are present for the customer. Clicking on it will show the list of all contracts and enter them into the report, including activities already present in the contract.
After completion of the intervention, the report will show the wording of the contract in the PDF:
To create interventions with maintenance contracts, click here.