Different contract categories enhance organisation, reporting, accessibility, and overall workflow management efficiency. Creating new categories saves administrative time by clearly indicating which contracts to use for specific purposes.
View setting
➡️ Profile icon > Settings > Contracts > Contract Categories > View
Planned Preventive Maintenance and Service Plans are default categories that cannot be deleted.
Add a new contract category
➡️ Add contract category
Enter a Category name
Indicates the category's purpose and is displayed on reports.
Enter a Category description
Helps users understand the category's relevance, ensuring accuracy when allocating it to a contract template.
Click Save.
Contract Categories and Reporting
Contract categories are used for reporting purposes, allowing you to monitor the volume of specific contracts sold.
Below are some examples of category names and descriptions:
Category name | Description |
Maintenance Contracts | Contracts for regular maintenance tasks, ensuring equipment longevity and performance. |
Service Agreements | Contracts outlining service terms and conditions, covering scope, response times, service levels, and pricing. |
Warranty Contracts | Contracts specifying warranty coverage, duration, and conditions for repair or replacement of defective products. |
Subscription Contracts | Agreements for subscription-based services with periodic billing cycles and automatic renewals. |
Project Contracts | Contracts tailored for specific projects, including scope, deliverables, milestones, and payment terms. |
Managing Contract categories
Editing a contract category
➡️ Click Edit > Amend > Click Save
Deleting a contract category
➡️ Click Delete > Type delete > Click Delete
If a Contract category is in use within an active contract, it cannot be deleted.