Editing Contract Settings

This article will show you how to edit the settings for your contracts.

Find the setting options by going to Settings > Settings > Modules > Contracts.

Here you can set the default time for a contract length. As well as enable and set reminders for contract expiry dates and visits.

You also have the option to automatically create scheduled visits, where a job sheet will be automatically created for every visit.

Here’s how to use the settings:

• ‘Contract length’ – The length of time the contract wizard will default to from today’s date.
• ‘Auto-complete contract visit when associated job is marked as complete’ – This will mark planned contract visits as complete when the job sheet raised from it is completed.
• ‘Enable reminders for contract end dates’ and ‘Enable reminders for contract visits’ – This allows you to set the default reminder time for each event.
• ‘Automatically create scheduled visits’ – This allows you to define how many days ahead of a due visit that the contract raises the visit details.
• ‘Automatically create a Job Sheet for each visit’ – This allows you to let the system automatically raise job sheets when a contract visit is due.

Below the ‘Contract Default’ settings you will see the ‘Job Templates’ settings.

When setting up a contract you will need to set up a recurring visit template, this will dictate how often a visit is created for your contract.

You can apply a job template to the visit template if needed and all the information applied to the template will automatically carry over to every job created from your visits. The settings below, if ticked, will use the ‘Title’, ‘Description’, ‘Notes’ and ‘Customer ref’ of the job template applied to the visit. If left unticked they will use the information applied to the contract itself.

Finally, we have the ‘Contract Display’ settings. Ticking the corresponding box for ‘Level colours’ or ‘Type colours’ will allow you to set a colour scheme. First tick the box for ‘Level colours’ and then click on the ‘Setup level colours’ box.

You can then select a custom colour for your ‘Contract levels’ or ‘Types’, if you have any custom-made types or levels, you can also change their colour.