Service Contracts

Service Contracts allow you to record the service hours available to an Organization within a specified date range. Once defined, the system will automatically subtract any labor hours recorded in an issue from the balance of hours on the Service Contract. Multiple contracts may also be established for one Organization, allowing your team to relate the labor hours in an issue to the appropriate contract.

Multiple Contracts may be established for an Organization. If multiple Contracts are in effect simultaneously, users will be able to view and select the appropriate contract when entering their labor hours in an issue.

If you have ongoing (monthly, quarterly, or annual, etc.) types of Service Contracts for your customers, you may also use batch add contracts and let Issuetrak generate all the new contracts for you.

---

 

Add a Service Contract

Steps:

1. Click Entities on the left menu > click Organizations.
2. Click edit next to the appropriate organization from the Organization list displayed.
3. Click add contract in the Service Contracts section of the organization record, listed under Additional Information.
4. Define the Contract Name, Begin and End Date, and Hours Purchased.
5. Check the box next to Require Hours on Notes, if desired.
6. Click Add Contract.

A confirmation message will appear when this process is complete.

---

 

Add a Batch of Service Contracts

Steps:

1. Click Entities on the left menu > click Organizations.
2. Click edit next to the appropriate organization from the Organization list displayed.
3. Click batch add contracts in the Service Contracts section of the Organization record.
4. Define the Contract Name.
5. Enter the number of Contracts the system should Generate.
6. Set an interval to specify how often the contracts are created.
7. Select a date for Starting On.
8. Enter in a value for the Hours Purchased which will be included on each Contract generated.
9. Check the box next to Require Hours on Notes, if desired.
10. Click Generate Contracts.

A confirmation message will appear when this process is complete.

---

 

Edit a Service Contract

Steps:

1. Click Entities on the left menu > click Organizations.
2. Click edit next to the appropriate organization from the Organization list displayed.
3. Click edit next to the appropriate contract in the Service Contracts section of the organization record.
4. Edit the appropriate field value(s).
5. Click Update Contract.

A confirmation message will appear when this process is complete.

---

 

Delete a Service Contract

Steps:

1. Click Entities on the left menu > click Organizations.
2. Click edit next to the appropriate organization from the Organization list displayed.
3. Click del next to the appropriate contract in the Service Contracts section of the organization record.

The Edit Organization screen will display upon completion.

---

 

Apply a Service Contract to Labor Hours in an Issue

Multiple Contracts may be established for an Organization. Users will be able to view and select the appropriate contract when entering their labor hours in an issue.