Goals
- Provide a comprehensive module to manage contracts efficiently, including creation, pricing, and service models.
- Ensure flexibility by introducing contract types (preventive, corrective, and optional).
Key Features
Contract Types:
- Admins can define contracts using templates tied to contract types:
- Preventive, Corrective, or Optional contracts.
- Templates include:
- Pricing details.
- Service parts & hours pricing (specific to preventive and corrective contracts).
- Simplified process compared to the contract create wizard (no need to select companies or managers).
Contract Management:
- Search Page: Enhanced with extra filters and PO columns.
- Contract Creation Wizard: Leverages contract type templates for quick setup.
- Contract Details: Includes:
- Contract status flows and virtual statuses.
- Fully functional pricing.
- Service parts & hours pricing.
- Invoice Generation: Fully integrated, with PO number logic included.
Service Models:
- Preventive Service Models:
- Creation wizard and detailed overview.
- Planning horizon per service model.
- Corrective Service Models:
- Revamped creation wizard and overview. We’d love to hear your thoughts on the Contract Module! Let us know how it’s working for you and if there are additional features you’d like to see. Your feedback helps us make it even better!
