How to create a Service Contract?

How to create a Service Contract?

The service contract is the service agreement between the business and the customer, lists down services that need to be performed, timeline, and other vital information.  Zuper allows the user to experience the best service contract creation for you, and with the multiple modules linked with each other, contract creation is now quickly created. 

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

1. Click the “Contracts” module from the left panel and select "New Contract."

2. Select the “Customer” tab and enter the necessary details.  
Now you can create contracts specific to business-to-business cases. Choose the "Customer" or "Organization."

3. Select the “Contract” tab and enter the necessary contact details. 

Note: 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 the contract or renewal of the contract. 

  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) 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.

4. To add multiple “Properties” and “Assets,” select “+Pick Assets” and “+Pick Properties.” You can also add the "Contract Attachments."

6. Select the “Part / Service” tab and enter the necessary part and service details. The line items can be added by “+Add Item,” and the list of things can be added by “+Add from Group.” The associated asset can be linked to the “Part / Service” by using the “+Add Asset” option.  

Use "+" button to add the parts and services. If you want to customize parts, use the "Create New Custom Line Item" button. 

7. Select the “Invoice” tab and enter the necessary invoice details. Under the “Invoice Details” section 

Note: The business wants to create a contract, and the Invoice tab is non-mandatory for them. Therefore, the time to make a contract is swiftly done without any hustle.
              A) Select the “Billing Period”  The billing period is configured inside “Settings --> Quote &  Invoice Page.” 

              B) Enter “Generate Invoice Before (In Days)” details.  

             C) Select the “Payment Term” details. The payment term is configured inside “Settings -->Quote & Invoice.” 

             D) Fill in the “Invoice Template” details which are applicable.  

             E) Choose “Yes” to automatically generate the invoice using the “Automatically Generate Invoice” option.  

9. Tap on the “Save Contract” option to generate the “New Contract” details. On saving the contract option, the user will be redirected to the contract details page. 

10. Click the "Create" button to confirm the contract creation. 

 This is the method by which you can easily create service contracts. 

    • Related Articles

    • How to create & manage Service Tasks?

      Our Zuper’s new feature, Service Tasks, helps the field executives complete each service task mapped to the jobs. Service tasks are used to create process steps, or checklists, for the field technician to follow when completing a work order and can ...
    • How to create a Job on the Zuper Mobile app?

      Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job. Create a new Job: 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from ...
    • How to create a new invoice from V3 Zuper Web App?

      An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered. 1. Select the “Invoices” icon from the left navigation menu and choose “+ New Invoice” to create a new invoice. 2. ...
    • How to create/edit contract packages in Zuper?

      A contract package can group and assign more than one service to a customer on a contract. To create a contract package, please follow the below instructions. First, log in to Zuper with an admin account. Scroll down the menu bar on the left and ...
    • 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 ...