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Viewing Expiring Contracts in a Selected Range

This article will show you how you can easily see any contracts that are due to expire in a certain range.

Go to the ‘Contracts‘ module.

Here you will see all active contracts by default.

To see all contracts expiring by a certain date range, select the range you require by changing the date fields. Then select ‘Expires In Selected Date Range‘ from the ‘Show’ selection drop-down.

This will then display your contracts that will expire in the selected date range.

Clik Service

Clik Service

Contracts

Creating Contracts From Quotes
Clik Service

Clik Service

Contracts

Setting Up Contract Level and Type Colours

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
Show more

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