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Setting Up Contract Level and Type Colours

This article will show you how to set colours for the levels and types of the contract you may have created in Clik Service.

 

Setting Contract Level Colours

First, go to Settings > Settings > Modules > Contracts.

clik service settings, contracts module

Tick the ‘Enable Level colours‘ box, then click ‘Setup level colours‘.

contract display settings, level colours

Now you can click on a description and select a colour.

applying colours to classifications for contract levels

Once you have finished selecting the colours for all levels, click ‘OK‘.

Go to the ‘Contracts’ module and you will see the colours.

contracts with coloured levels

 

Setting Up Type Colours

First, go to Settings > Settings > Module > Contracts.

clik service settings, contracts module

Now tick the box ‘Enable Type colours‘ and click on ‘Setup type colours‘.

contract display settings, type colours

You will now be able to select the colours for your different types.

applying colours to classifications for contract types

Once you have finished selecting the colours, click ‘OK‘.

Go to the ‘Contracts’ module to see your changes.

contracts with coloured types

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Contracts

Viewing Expiring Contracts in a Selected Range
Clik Service

Clik Service

Contracts

Setting Contract Reminders

Contracts

  • Creating Contracts [Video]
  • Setting Up Contract Level and Type Colours
  • Creating Contracts From Quotes
  • Adding Automated Scheduled Visits to Contracts
  • Linking Contract Visit Schedules With Job Templates
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