How to create a new contract in the Zuper web app?

The service contract is the service agreement between the business and the customer, which lists down services that need to be performed, timeline, and other vital information. 

By choosing the "Contract Package" helps you to auto-fill all the key fields and all you need to do is to select contract start date, end date, either organization or customer. 

Navigation: Contracts --> + New Contract

1. Select the “Contracts” icon from the left panel and choose “+ Contract” to create a new contract. 

2. Choose the "Contract Package," and helps you to auto-fill contract details from the predefined packages. (You can configure these packages by going to Settings -> Service Contracts)

You can view the "Contract Period," and Parts & Services are automatically pre-filled. 

A) Contract Package: This helps the company choose the preferred package suitable based on the benefits provided by the customer           

  B) Contract Prefix: The prefix for identifying the Contract.  

  C) Contract Name: The name identifying the Contract.

  D) Contract Ref. No.: The unique number identifying the Contract. 

  E) Contract Term: The period of the Contract (In Months). Mandatory field 

  F) Contract Start Date: The start date of the Contract.  Mandatory field 

  G) Contract Expiry Date: The end date of the Contract.  Mandatory field 

  H) Activation Date: The date on which the contract gets activated.  

   H) Contract Type: The type of the Contract. Mandatory field.

   I) Contract Template: The standard template for the Contract.  

  J) Contract Description: The description of the Contract. Mandatory field.

 

Note: Once you choose the "Start Date," the invoice details are filled automatically based on the package. 

 

3. Select the Customer or an Organization. 

Now, you can create a contract for the B2B scenarios by either choosing the "Customer" or an "Organization."

Now, you can create a contract by either choosing the "Customer" or an "Organization."

4. You can link the Property to the contracts if required. 

Customer or Organization linking to the contracts is mandatory. 

 

5. The billing period section is to manage the automatic invoice related details. 

The automated creation of renewal dates based on the current expiry date, a new feature offered by Zuper, can greatly benefit service businesses in efficiently and systematically renewing their annual maintenance contracts during the editing of the contract or renewal of the contract. 

  

6. You can also add "Assets" and "Attachments" related to the contract. 

7. Click the "Save Contract" button to save the contract. 

8. A "Save Contract" dialog box appears. Click the "Create" button" to create the contract. 

 

9. The new contract is created successfully. 

Zuper offers an exceptional service contract creation experience, streamlining the process with interconnected modules that make contract creation faster and more efficient.

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