How to Set Up Asset Maintenance Contracts


It is common to create a customer contract for asset maintenance. The contract is used as the customer for maintenance jobs and lasts for a specified duration.

You can also adjust service levels and pre-build charge rates in the contract, assign assets to the contract, and adjust it for inflation.

A customer contract is a separate card file that can be selected as a customer on a job, quote, invoice and other transactions. This means that you can see the profitability of your contracts separately from your customers in reporting.