How to create a billing period for a contract?
A contract is signed with a customer for the preset number of items or services for a particular period of time.
Contract management functionality is essential to safeguard the customer experience while avoiding penalties for underperformance. It also helps keep track of what services and parts the contract covers, which may carry an extra cost. More and more service contracts are customer-specific, rather than standard agreements that apply broadly to all customers. This places a premium on field service software that tracks the specific deliverables and then operationalizes the terms of the contract.
Follow the instructions to create a contract:
- Log in to Zuper with an admin account.
- Scroll down the menu bar on the left and select the "Settings" icon.
- Under the "Configuration Settings" category, select "Contracts".
- On the "Contracts" page, select "Billing Period Settings" and click on the "New Billing Period" button.
- Enter the name of the billing period in the "NAME" field.
- Select the type of billing period (days/weeks/months) in the "TYPE" dropdown.
- Now enter the number of days, weeks, or months in the "VALUE" field.
- Now click on the "Save Billing Period"
Similarly, click on the "Edit"(pencil icon) next to the Billing period to be edited. This will bring up the "Update Billing Period" window, make the required changes, and click on "Save Billing Period"
You can, later on, edit the existing contract by choosing the pencil icon above and make changes to the contract. You can also delete the contract by selecting the trash icon.
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