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Contract actions

14 articles
Contracts: Communication template examplesA selection of text for the base templates to use with the Contracts feature.
Why has my customer's contract payment failed?Find out why a contract payment did not go through, collect it another way, and stop it happening again.
How to set up a customer contractAssign an active contract template to a customer and work through each step of the contract setup.
View contractsView and manage all contract details from one convenient location.
Take contract paymentsCollect contract payments automatically by card or bank, let customers pay in the portal, or record payments yourself.
Contracts reportContract reports is to monitor performance and ensure compliance.
PPM performance reportThis report is to measure the planned maintenance efficiency.
SLA due to breach report and widgetMonitor jobs nearing or breaching SLAs, enabling timely actions to uphold service standards.
SLA performance by job description reportSLA performance, SLA compliance, Response time, Job metrics, Service level tracking, Performance report.
SLA Jobs reportSLA tracking, Job performance, Service level agreement, Compliance monitoring, Response time, Job reports.
Customer contract setup: PPMThis is part of the set up when adding a contract to a customer. It is step 4 in the wizard.
Understanding ContractsThis guide helps you to find the summary of key contract details, quick access and manage important information.
SFG2O integration
Adding Service reminders to customersLearn how to add service reminders to your customers and work addresses