How to navigate and manage the Contracts listing page in the Zuper web app?
The service contract is the service agreement between the business and
the customer, which lists services that need to be performed, the timeline, and
other vital information.
Zuper lets you manage all aspects of the service
contracts across customers, including planning invoice schedules and any jobs
covered under the contract.
Navigation: Contracts --> Contracts Listing Page
Overview:
1. Click the “Contracts” module from the left panel.
Note: If you are unable to access
the Contracts in the menu, please contact your account administrator to enable
your account access to the module.
2. You can use the “Quick Filter” dropdown to
access & select any saved quick filters
Note: Manage Quick Filter helps to add the new quick filter and remove the quick filter.
3. You can use the 
search input to find the jobs using freetext keywords.
This search, by default, looks up against Contract Number, and Prefix.
Note: You can click on the column 'Contract Name’ to sort the contracts by ascending or descending order.
4. Click the "Export" button to preview and download the Contract Report as an Excel file.
5. Click the "Customize" button to customize the table columns, and you can reorder the columns by drag and drop using 
icon.
6. Click the "+New Contract" button to create a new contract.
7. The bottom panel enables you to customize the items per page, and You can use right and left arrows to navigate between the pages.
8. Enter the page number in the "Goto" option to navigate the page.
Add a filter and save it as a quick filter
Filter
1. Select the 
filter icon to filter the contract module details.
2. Click the "+ Add Filter" button to provide the conditions.
3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.
Click the "Apply Filter" button.
Note: You can use the "+" button to add multiple filters.
4. The filter is applied is applied successfully.
5. Click the "Clear Filter" button to remove the filter.
Quick Filter:
1. Select the filter icon to filter the contract module details.
2. Click the "+ Add Filter" button to provide the conditions.
3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.
Note: You can use the "+" button to add multiple filters.
A checkbox on the "Save Applied Filter" will help you to save the filter as "Quick Filter."
Click the "Apply Filter" button.
4. a. Filter Name (Mandatory) - Give a unique name for the filter.
b. Filter Applicability (Mandatory) - This option lets you choose the users with whom you want to share this quick filter.
Click the "Save Filter" button to create the quick filter.
5. The new quick filter is created successfully.
Contracts module is a critical part to manage all the agreements, view, deactivate, or activate and take various actions on the details page.
Related Articles
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 navigate and manage projects listing page in the Zuper web app?
The projects listing page provides an overview of the projects you have access to with summarized information like project number, name, status, and other records. (For step-by-step instructions on how to create a project, click here). Once created, ...How to navigate and manage your AR invoice listing page in the Zuper web app?
An invoice is a document for the parts & services rendered by your business. Zuper enables you to manage the complete lifecycle of invoicing including sending to your clients, receiving payments, etc,. Navigation: Invoices -> Invoice Listing Page ...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 manage your customers' assets / installed base 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. Additionally, the asset can either be owned by the customer or by the ...