The contracts
module helps you to manage the agreement created. Here you can add, modify, and
merge the contracts. The contracts can be mapped to an organization, and you
can create a new job for a customer along with the contract.
You can view
the list of contracts and their details.
1. Select the
"Contracts" module from the top-left
hamburger icon.
3. You can use the “Search” icon to explore the customer
details.
Tab:
Tab:
3. You
can view the linked modules under the “Associated” tab.
Mobile:
Tab:
2. Image, Audio, Video, and Document – You can add various multimedia files.
3. Use the “+” option to associate the notes with other modules.
4. You can add notes and make them public or private note
5. Use the
“Kebab” icon to “Activate,” “Deactivate,” “Share via Email,” or “Share as PDF” the customer.
Tab:
Service contracts are signed with the customers to offer services for a continuous period. Therefore, the agreement can constantly be renewed or terminated after the period is over.
A terminated contract implies that the client no longer needs your services. To continue the relationship, Contracts are renewed.