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.

1. First, log in to Zuper with an admin account.
2. Scroll down the menu bar on the left and select the "Settings" icon.
3. Under the "Configuration Settings" category, select "Contracts."
   

4. On the "Contracts" page, select "Contract Packages" and click on the "New Contract Packages" button.

5. Enter a prefix for the contract package in the "Package Prefix" field. 

6. Enter the name of the contract package in the "Package Name" field.

7. Enter the Description of the package in the "Description" field.

8. Enter the number of months in the "Package Term" field.

9. Select the invoice template from the "Invoice Template" dropdown.

10. Click on add (+) in the services section. Next, select required services from the list by entering the number of units and clicking on add (+) next to the service.

Note: You can click on the "Create New Customer Service" hyperlink to create a new service and add it 

11. Now click on "Save Package."

12. Similarly, remove or edit a "Contract Packages" and click on "Delete / Edit Package" under the action column. 

 

• Related Articles

• 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 ...

• How to access and manage contract details in the Zuper web app?

  The Contract details page lets you view the complete information of the contract and all its associated records in a single place. From the contract listing page, you can click any one of the contract names to go to the contract details page. ...

• How to create, edit and delete an asset in the Zuper web app?

  Any item purchased by a company as a product and, when distributed to a customer service location to fulfill a job, contract, or service agreement, is referred to as an asset. It can either be owned by the customer or by the company itself. Here's ...

• How to create a new AR (Account Receivable) invoice in the 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. Navigation: Accounting --> Invoices --> + New Invoice 1. Select the “Invoices” icon from the left navigation menu ...

• How to create / edit a contract template?

  Contract templates can be added to the email notification that is sent out to the customers. Please follow the below instructions to create a Contract template. Log in to Zuper with an admin account. Scroll down the menu bar on the left and select ...